Send personalized proposal to prospect when quote is created
Send personalized proposal to prospect when quote is created
Your quote records often stay unsent, leaving prospects without a formal proposal and creating manual follow-up work. Proposals go to prospects automatically and can be signed the same day.
Overview
Stop manual delays when quotes are created and ensure prospects immediately receive the right proposal. Automating sends puts a tailored, signable proposal in front of prospects within minutes, closing signature windows the same day.