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Eric Greenspan Knowledge Base Articles Leave a Comment

Empower your sales team to create, send, track, and eSign beautiful proposals and quotes. Create proposals and contracts in no time using pre-built templates, content from marketing, and customer data from your CRM. Proposals get out the door faster with collaborative workspaces, automated approval workflows, and metrics that tell sales managers what deals are stuck. Confidently forecast revenue and improve sales rep performance with real-time metrics like the number of completed docs, proposal revenue generated, and time to close dashboards. Accelerate your sales cycle by seeing which deals are ready to close with real-time notifications of every document interaction. Look like a billion-dollar business without spending millions to create stunning, interactive sales documents with built-in electronic signatures, custom design themes, and embedded rich media. Simplify processes and increase efficiencies across your entire organization when you integrate your existing CRM, payment, and file storage apps into a unified workflow.