Video

Unify Sales and Services with Proposal Automation

Manage services proposals with Upland PSA.

Robust Proposal Automation functionality helps sales and services teams collaborate to deliver sales proposals and Statements of Work more efficiently and with greater accuracy.

Project information is populated directly into sales documents, content contribution and approvals from the services team can be automated via workflows, and pre-approved content around SLAs, in- and out of scope details, etc. is available without having to search disconnected file repositories.

Watch the video and see how our customers manage services proposals with Upland PSA.

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