We make it easy for you to create, edit and manage your proposals so you can quickly respond to clients and manage more proposals.
One-Stop Shop for Proposal Generation
Proposal creation is no longer a lengthy process that requires input from multiple people. One screen provides you with everything you need to create proposals. With just a few keystrokes, our robust search tool dynamically displays related products for quick access to your catalog of sellable products. After selecting your products and packages, access pricing information, set date ranges and validate inventory availability.
Robust Integration With Your CRM
We built deep integrations with CRMs such as Salesforce.com so that all your account, contact and opportunity information is automatically synched between the platforms. This eliminates duplicate data entry effort, reducing errors in data. More importantly, the link between our platform and your CRM enables you to maintain consistent data for accurate pipeline forecasting and enhanced revenue reporting.