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.
More resources
Take Your Productivity to New Heights with Qvidian Analytics
Refine your content strategy, quickly find the right info, boost collaboration, and save time with a customized dashboard designed to uncover valuable insights.
Upland Content Lifecycle Automation
Upland Content Lifecycle Automation products simplify everyday work by transforming content-centric processes to make business more efficient.
BA Insight Employee Productivity
Boost employee productivity, support collaboration, and improve employee experiences with BA insight, the leading enterprise search solution.