Your sales team is wasting too much time hunting down the right content. Reps are fumbling around with copy/paste, formatting, and hacking together documents. Proposals are off-brand and inconsistent, but Sales can’t afford to wait for Marketing to design one for every deal. And the approval process is either non-existent or creates deal-killing bottlenecks.
Proposal app that untangles your process and puts your team on the straight path to sales success. Stop wrestling with multiple tools to create, send, and track sales documents. Proposal app empowers your team to do it all.
Moreover, if you have installed the Estimates or CRM apps, the Proposal app will work integrated with them so it absolutely makes easier sales progress. It means whenever you create a proposal it automatically creates a deal on the CRM app. The proposal app will update stages of deal regarding to status of the proposal. On the other hand, if you attach an estimate to the proposal, it is going to be affected by the status of proposal. When an owner of the estimate approves the proposal, that estimate will immediately convert to an invoice as a draft.
Take into consideration all features the Proposal app has it saves your time, reduce the effort of your team and maximize closing rates of sales.
New Proposal Page
New Proposal Page Bottom
New Template Page
Edit Pipeline Page
Proposals Page on Portal Side
Proposal Page on Portal Side
Proposal Page on Signed Side