Proposal, Quotation & Document Management

Proposal, Quotation & Document Management

Template-based creation of repeat documents

admiJuly 7, 20251 min read

Proposal, Quotation & Document Management

Version control and audit trail for all client-facing documents

admiJuly 7, 20251 min read

Proposal, Quotation & Document Management

Deadline reminders for proposal and report submissions

admiJuly 7, 20251 min read

Proposal, Quotation & Document Management

E-signature and document tracking notifications

admiJuly 7, 20251 min read

Proposal, Quotation & Document Management

Secure document sharing and permission management

admiJuly 7, 20251 min read

Proposal, Quotation & Document Management

Task assignment post-proposal acceptance

admiJuly 7, 20251 min read

Proposal, Quotation & Document Management

Automated generation of proposals based on client data

admiJuly 7, 20251 min read

Proposal, Quotation & Document Management

Central archiving of client contracts and key documents

admiJuly 7, 20251 min read

Proposal, Quotation & Document Management

Approval workflow for proposals and quotations

admiJuly 7, 20251 min read

Proposal, Quotation & Document Management

Automated follow-ups for outstanding proposals

admiJuly 7, 20251 min read