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Quotes
Quotes
Create professional proposals from the CRM and include everything buyers need to say yes. Real-time activity helps reps follow up precisely and managers forecast more confidently.
Quotes
Quotes
Create professional proposals from the CRM and include everything buyers need to say yes. Real-time activity helps reps follow up precisely and managers forecast more confidently.
Quotes
Quotes
Create professional proposals from the CRM and include everything buyers need to say yes. Real-time activity helps reps follow up precisely and managers forecast more confidently.
Generate instantly
Draft from deal data, apply templates, and preview before sending. Remove copy-paste errors and keep terms consistent across teams.
Win with professional presentation
- Cover letter, pricing table, and files together.
- Clear terms and deliverables improve trust.
- Signature and payment on the same page.
Accelerate with approvals
Rules route review quickly, while inline feedback helps reps resolve issues without delays or email chains.
Visibility and reporting
Status tracking
See viewed, signed, and expired at a glance.
Performance
Compare templates and owners by win rate.
Cycle time
Spot stages that slow decisions and fix them.
Buyer-friendly experience
- Mobile-ready pages for quick review.
- Multiple signers with defined order.
- Automated reminders to reduce stalls.
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Frequently asked questions
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