Proposals inside Salesforce
Your sales team lives in Salesforce. Now your sales documents can, too. Let reps create, edit, sign, and send proposals from directly inside the Salesforce CRM. And save even more time by syncing their most important information between both platforms.
Sales content when they need it, where they need it
Stop wasting time hunting for past proposal content. Our content library keeps everything your team needs organized in one place so snapping together proposals takes minutes.
No more manual entry
Help your team break free from the time-sucking task of customizing proposals by using variables that automatically swap out client names and other specific details. Plus, set up custom fields to populate all the proposal particulars, for more accurate sales documents that ship faster.