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Automated quote generation from lead data
Proposal and Quoting Process
Proposal and Quoting Process
Proposal and Quoting Process
Automated quote generation from lead data
Proposal and Quoting Process
Automated quote update notifications to clients
Proposal and Quoting Process
Automatic archiving of old proposals
Proposal and Quoting Process
Follow-up reminders for sent but unaccepted quotes
Proposal and Quoting Process
Logging proposal activity into CRM
Proposal and Quoting Process
Notification when client views/accepts proposals
Proposal and Quoting Process
Reminders for quote expiration
Proposal and Quoting Process
Sending digital proposals with e-signature options
Proposal and Quoting Process
Syncing proposal data with project management
Proposal and Quoting Process
Template filling with client/project data
Industries
Education
Corporate
Professional Services
Agriculture
Recreation
Arts
Food & Beverage
Social Services
Government
Wholesale
Healthcare
Retail
Non-profit
Religious
Lead gen
Ecommerce
Use cases
FAQ
Contact
Get Started