Build Enterprise-Grade Sales Proposals in Minutes
Always work with the latest, brand-approved content to create compliant proposals fast. Use selection-driven content to automatically insert the best content for the opportunity at hand based on industry, geography, client size, and more. Get alerted on any missing or incomplete data, and then export to Word or PDF for delivery.
Go from Start to Finalized Proposal in Minutes
Templates eliminate the time wasted staring at a blank screen. Get started quickly by selecting which content to include based on customer characteristics. Enter key information once and it appears throughout the proposal, increasing customization and accuracy.
Integrate with Salesforce and Other Key CRMs
Initiate new proposals directly from CRM accounts and opportunities, and keep track of past proposals created. Also pull trusted data from a CRM record into a proposal to get started fast and eliminate the risk of cut and paste and find and replace errors.
“The ability to quickly build proposals… has helped increase our productivity, improved our processes, and enabled us to reach our goals.”
– Julie Taylor
Proposal Manager, Rosetta Stone
Key Ways to Improve Your Proposal Process
The goal is to create winning proposals fast. This demands finding high-quality content as quickly as possible and streamlining formatting. We have some tips to help improve your process.