Keep business owners closing deals during quote negotiation

Business owners lose momentum when quotes hit negotiation and require manual proposals. This creates a tailored proposal and records its ID to the quote, so sales reps keep deals moving.

Overview

Manual proposal drafting stalls negotiations and leaves deals at risk. This workflow creates a tailored cleaning proposal when a quote enters negotiation and writes the proposal ID back to the quote, eliminating manual handoffs and ensuring sales reps deliver consistent proposals with fewer follow-ups.

Notable Features

Create tailored proposals from quotes
Record proposal ID to quote
Notify sales reps instantly