Looking for quoting and proposals?
Why does every quote start with copying information from somewhere else?
The customer is already in the system. The scope was already discussed. A proposal should open with both filled in.
What stays connected
Open the quote. The deal and the customer hang under it.
What is in it
- Proposals and assessments built from the deal recordAvailable
- Customer data pulled in, not retypedAvailable
- Want something not shown here?Ask us
Take one real proposal.
We will rebuild one of your proposals from the record and show what you no longer type.