Kiandra – Sales Team
Can create contracts but needs approval to send them to clients.
Contract automation
built for modern sales teams
Don’t let contract agreements derail your deal. Proposify provides straightforward solutions for simplifying your workflow so your team can get contracts sent and signed faster.
01
When there’s no room for errors
Nothing kills contracts faster than errors. So save your team from making costly mistakes with custom fields and variables that automatically populate contracts with important information like prospect and company names, removing risk from the most finicky parts of your process.
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1
Statement of Work & Contract
Effective {date_accenpted} (“Effective Date”), {company_name} (“Consultant”) and {client_name} (“Company”), a {client_state} corporation, agree to {proposal_name} (this “Agreement”) as follows:
1. Services & Payment
Consultant agrees to undertake and complete the Services (as defined in Exhibit A) in accordance with and on the schedule specified in Exhibit A. As the only consideration due Consultant regarding the subject matter of this Agreement, Company will pay Consultant in accordance with Exhibit A.
2. Ownership; Rights; Proprietary Information; Publicity
2.1. Company shall own all right, title and interest (including patent rights, copyrights, trade secret rights, mask work rights, trademark rights, sui generis database rights and all other rights of any sort throughout the world) relating to any and all inventions (whether or not patentable), works of authorship, mask works, designations, designs, know-how, ideas and information made or conceived or reduced to practice, in whole or in part, by Consultant in connection with Services or any Proprietary Information (as defined below) (collectively, “Inventions”) and Consultant will promptly disclose and
02
Maintain control with roles and permissions
Keep your team organized and your contracts consistent with easy-to-use approval workflows. Lock down editing and sending privileges with user roles and permissions, and individually manage the assets each team member can access. Give everyone on your team the tools to get contracts out quickly, while saving them from blowing up a deal with unapproved changes.
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Nick – Team Lead
Can review contracts and approve them to send to clients, or send them back for edits.
Reject
Approve
Requires edits before approval
Approves contract
Approve
Can send to client
Send
03
Build a repeatable contract process
Make sure your contracts are consistent (and consistently repeatable) with templates that your team can re-use to get partnership agreements, NDAs, and sales contracts out in just a few clicks. Our content library makes it easy to store images, pricing tables, and snippets from past contracts that reps can access and drag and drop into the document.
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04
Lock down your data with world-class security
Our world-class security protocols keep you and your prospect’s most sensitive information protected with 256-bit, bank-grade encryption, and one-way password encryption. All our services are isolated inside a Virtual Private Cloud, and we perform daily, off-site backups.
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Encrypted Links
Proposals are sent using secure encrypted links and we never disclose your information to third parties.
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Daily Backups
Your data is kept safe and secure with daily, offsite backups.
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Legally Binding E-Signatures
Our e-signatures are binding and comply with the world’s strictest laws.
05
Integrate with Salesforce and other business software
Integrate with Salesforce and other CRMs to create and manage contracts without ever leaving the platform. Sync data from your CRM to Proposify to automatically populate contracts with info from opportunities. Then track deal stage, value, and changes from the opportunity view. Streamline workflow even further by linking Proposify to your team’s accounting software.
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PROPOSAL NAME
First Name
Last Name
Company Name
Date Submitted
Fee 01
$12,680.00
Fee 02
$9,995.00
Fee 03
$21,000.00
Total
$43,675.00
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Signature
User Name -
Signature
Client Contact
It’s about more than just proposals.
It’s about world domination.
Get a demo and start your team's total takeover.
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