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Paperless Proposal
Paperless Proposal

Paperless Proposal

By ClientPoint


  •  1068 Interested

Highlights : About Paperless Proposal

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Interactive client portal

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Collaborative workspace

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Generate customized reports

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Customize templates

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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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