Proposals can be the first important step in a business relationship, which means that sales reps need to include valuable and consistent content that is personalized to customer profiles and needs, this process when done manually can be a huge time and energy drain which might be slowing down or even thinning your sales pipeline.
Proposal Tools are designed to streamline and automate the proposal and request for proposal (RFP) process for sales operations. They provide an instant boost to Rep. productivity by giving them the ability to quickly generate documents in multiple file formats, share them through multiple channels, and track the impact of RFP and proposal documents on the sales success.
Here are some Proposal Automation tools that expedite Quote and proposal process.
Salesforce CPQ : Salesforce CPQ (Configure Price Quote) formaly known as SteelBrick is an easy-to-use app that is built on Salesforce Lightning. This Salesforce add on helps users create accurate and error-free professional sales quotes quickly in no time within the Salesforce Sales Cloud.
PandaDoc is an app that lets you build, track, and sign your docs all in one place. Automate your workflow, discover what sells with built-in analytics, and get legally binding signatures in minutes.
Qwilrl's mobile friendly UI helps sales reps save time and win more work by replacing traditional sales documents with interactive mobile-friendly reusable webpages that plug into CRM and accounting systems. With Qwirl web documents one can protect confidential information with passwords and make changes in the documents even after they are sent.
Paperless Proposal's Cloud-Based Business Proposal Software specializes in integrating Videos, Website Content, Images, MS Word, MS PowerPoint, MS Excel, and Google Docs seamlessly into proposals, contracts, quotes, multimedia eBrochures and more.
Quotewerks is a turn-key quoting and proposal solution that allows creating and automating complex work flows using 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word and more.
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