Send it sooner with a time-saving template
Stop reinventing the wheel with every proposal. Set the standard by creating templates your sales reps can use again and again, customizing the details for their next big deal.
Sales content when they need it, where they need it
Don’t waste time hunting for past content. Our content library keeps everything your team needs organized in one place so snapping together proposals takes minutes.
No more manual entry
Use variables to automatically swap out your client’s name and other specifics relevant to each proposal. Plus, custom fields eliminates the tedious task of entering all the proposal particulars - just fill out the details, and it populates your proposal.
Get 60% faster sign-off
Our easy-to-use online signature tool lets clients sign proposals right away, right in the browser, from any device. Add a signature line for your client and anyone on your team. Each signature is also legally binding to protect everyone’s best interests.
Stay on top of sales
Waiting can be hard, especially with a big deal on the table. We notify each of your sales reps as soon as their client opens their email, clicks the proposal link, comments on anything, and (most importantly!) accepts the proposal.
Fortune is in the follow-up
Most deals don’t close by themselves; sometimes they need a little nudge to stay top of mind. Schedule a friendly, automated reminder email to go out if the client hasn’t viewed a proposal after a certain amount of time.