Our web-based proposal builder allows you to easily edit and publish custom proposals linked to an Opportunity in SalesForce. Create reusable templates to rapidly generate custom proposals tailored to each client. Simple document versioning allows you to revise proposals while retaining previous versions. Output your proposal to PDF or share a secure link for online viewing. Set an expiration date for time sensitive proposals.

Check out the video demo to see it in action. Contact us to learn more.