Every proposal uses current pricing and approved language.
Proposals from approved pieces
Reps choose products, packages and options, and the proposal fills in approved language, pricing and terms. Discounts past a limit need approval.
- Packages and options
- Pricing and discount rules
- Approved terms and language
- Brand templates
Signed and paid online
Customers review on a phone, sign and pay a deposit in one flow where your payment provider allows. Reps see when the proposal was opened.
- 1 Proposal built
- 2 Sent to customer
- 3 Opened and reviewed
- 4 Signed
- 5 Deposit paid
Signed deal starts the work
Once signed, the deal updates in the CRM and opens the onboarding or job record with everything the team needs.
✕Copying old proposals
✓Proposals from approved pieces
✕Chasing signatures by email
✓Online signing with tracking
✕Handoff by forwarding email
✓Onboarding opened on signing
The system handles
- Filling pricing and terms
- Tracking opens
- Updating the deal on signature
Your people decide
- Pricing approvals
- Custom terms
- Negotiation
