Smart Proposal Software for Teams.
Streamline how you create, deliver, track and eSign your sales material.
Proposal quality and prospect responses are sky-high!
As a sales manager, I love the Team Stats feature which gives me important real-time info and fosters competition among our sales team.“
Best proposal software ever!
Quotes never looked better!
The modern look and feel of the proposals was a great upgrade for us.
Makes it easy to win more business.
My Favorite Sales Tool.
Incredibly fast and simple to send out professional looking proposals, collecting account and billing information is done all from within the proposal.
Smart, reliable, and constantly improving.
Get your Time Back
Save time and headaches by skipping the painful copy/paste and find & replace on all new proposals for your prospects and customers. Simplify your new proposal workflow to just a few clicks and go from spending hours on customizing new proposals to just minutes.
Wow your clients with beautiful proposals that stand out above the rest. Add video and rich-media directly into your proposal pages for a more immersive sales presentation that’s sure to make an impact.
Get Paid Faster
Stop chasing down payments after your proposal is accepted. Turn on proposal payments to collect your initial payment instantly. Your client simply follows the steps: Review, Accept, Pay – And your done!
Sync Contacts & Deals
Easily connect to the products you already use to manage your sales data to enable a seamless sales proposal workflow. Dynamically create proposals from your CRM opportunities and push proposal events back into your CRM for better visibility of all your in-progress deals.
Ever wonder what happens after you hit “send”? See detailed analytics and measure how each recipient is interacting with your sales material. Turn on real-time text or email notifications for proposal views and other key events.
Better Proposals. Better Process.
Drag & Drop Builder
Craft the perfect sales proposal that represents your business with the easy proposal builder.
See how each proposal has been viewed and setup realtime notifications for important events.
Collect the signature and other required data when prospects are ready to seal the deal.
Sales Content Library
Store all your sales content in one place and give the entire team access.
Control who needs approval before before proposals get delivered.
Mention teammates in proposals and handoff proposals to collaborators