Proposal overview

Created by Emily A, Modified on Wed, 23 Apr at 8:08 PM by Emily A

Welcome to our proposal management platform! We understand the importance of presenting your proposals professionally and tracking their progress seamlessly. Whether you prefer to customize your proposals or utilize our default templates, we've got you covered. Here's an overview of how you can leverage our platform to streamline your proposal process:

We all aim for our proposals to excel in multiple areas: persuasiveness, visual appeal, accuracy, writing quality, pricing suitability, and, most importantly, getting signed.

How to create the proposal?

Create winning proposals with your own hand with Custom proposal
or you can use default template click here to explore click Here
Upload your own template for a personalized touch. click Here
Access a range of tools and features to tailor your proposal to your audience and objectives.

Sending Proposals:

Easily send out proposals to your leads directly from our platform.
Track the status of your proposals in real-time

Click here to see how to send the proposal.

Lead Tracking:

Monitor whether your leads have viewed or downloaded the proposal.
Track the number of views and the duration of each view to gauge interest.

Click Here to explore how to track the leads

Automation Features:

Automating tasks in your proposal process has never been easier! Once you've crafted your proposal masterpiece, it's time to sit back and let automation do the heavy lifting

Say goodbye to manual follow-ups! With our platform, you can effortlessly set follow-up reminders for your proposals.

Don't let your proposals gather dust! Set reminders for proposal expiration dates to stay on top of your game.

With this feature, you'll never miss an opportunity to seal the deal!

We're more than just a platform; we're your dedicated proposal maker, ready to grant your every wish! Whether you're a seasoned proposal pro or just dipping your toes into the world of proposals, let's embark on this journey together. Rest assured, with our platform by your side, there's no limit to what you can achieve!

And always keep in mind, that the key to unlocking the full potential of our platform lies in the thrill of exploration. So don't hesitate, dive in, click around, and let the enchantment unfold!

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