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Archiving of all proposals and contracts in cloud storage
Quote and Proposal Automation
Quote and Proposal Automation
Quote and Proposal Automation
Archiving of all proposals and contracts in cloud storage
Quote and Proposal Automation
Automated calculation of costs and margins for proposals
Quote and Proposal Automation
Automated follow-up reminders for pending proposals
Quote and Proposal Automation
Automatic generation and sending of quotes based on input parameters
Quote and Proposal Automation
Creation of proposals using templates with autofill from CRM data
Quote and Proposal Automation
Instant notification to sales staff when a quote is requested/accepted
Quote and Proposal Automation
Integration of signed proposals/contracts into client records
Quote and Proposal Automation
Sending of digital contracts for e-signature
Quote and Proposal Automation
Alerts for quote expiration and renewal needs
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
Quote and Proposal Automation