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.

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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.

Real-Time Analytics Dashboards

Monitor team performance and productivity at a glance with dynamic analytics dashboards. Export key information to simplify reporting, and prove team impact on revenue and new business wins.

FEATURED RESOURCE:

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.

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White Paper: Five ways to improve the proposal process

Additional Resources

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Infographic

The Cost of Creating Proposals Manually

Digging through old proposals to find content for new ones? Here’s what...
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Case Study

Fifth Third Bank

Learn how Qvidian streamlined sales and proposal content creation and management.


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Webinar

How to Create Winning Proposals

Presented by Jon Williams, Managing Director, Strategic Proposals


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