Proposals
Proposals written on the client's record, in the company's brand, with custom and HTML sections. Shared by link, opened by name, accepted in one click, exported to PDF.
Proposal
Features
Brand
Logo, colours and fonts from the workspace settings. The same proposal in a second language.
Sections
A library of sections, custom text, pricing tables and raw HTML where a design needs it.
Shared
Every open is recorded, with the visitor's name where it is known. Acceptance is one click for the client.
Pipeline
A proposal can create its prospect. An accepted one moves the prospect to won.
The same document, exported.