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Paperless Proposal

Name: Paperless Proposal
Rating: 4.5 (2 reviews)

By ClientPoint

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Highlights : About Paperless Proposal

Interactive client portal

Collaborative workspace

Generate customized reports

Customize templates

eSignaturesAnalytics tools

About Paperless Proposal

Paperless Proposal is a cloud-based proposal generation and sales solution that allows users to create, send, manage and track proposals, contracts, brochures and more. It’s suitable for sales and marketing teams in businesses of all sizes. Key features include proposal creation, tracking and analytics tools and customized branding. Paperless Proposal enables users to create custom proposals with the help of proposal templates, brochures and price quotes from a centralized library. Users can attach various content types including text files, videos, brochures and pricing quotes and share them with clients. Users can check the status of all proposals, including sent, unsent, viewed and downloaded, from the dashboard. Real-time analytics provide information on total engagement status, activity logs and viewed and shared items. The e-signature feature allows proposals to be completely processed online from start to close.

Specifications

Business Size

Small

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Content repository

Proposal management

CRM integration

Interactive client portal

Pricing tools

eSignaturesAnalytics tools

Track time spent on proposals

Collaborative workspace

Proposal lifecycle management

Customized quotations

Generate customized reports

Flexible pricing rate

Customize templates

Third party integration

Version control

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