Proposal Automation

Dynamically prepare and manage professional proposals from standardized documents and templates directly from customer and job data. Combine all your proposal documents into a single PDF and directly email it to your customer.

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Proposal Builder and Proposal Automation

  • Combine multiple documents and templates into a single proposal
  • Email, print and download your proposal in to a single PDF or Word document
  • Get alerts when the proposal is received and approved online
  • Streamline proposal generation by cloning historical proposals to generate new ones 
  • Track follow- up task

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