Accelerating proposal sales documents to close
Save time by creating awesome proposals, quotes, and contracts from pre-built templates, marketing content, and customer data from your CRM.
Create
Content and image library
Customize your proposal with just a few clicks, dragging and dropping v'deos, testimonials, case studies, product catalogs, price lists and more, right from your content library.
Seamless integrations
Create and pre-populate your documents with customer data and transactions without leaving crm or other sales tools to reduce errors.
Unlimited models
Pre-approved templates allow you to redefine frequently used documents, saving you a lot of time.
Send
Professional-looking documents
Create proposals and quotes with customizable templates, allowing styles, themes, and brand customization options
Dynamic content
Automate quote creation with product catalogs and dynamic price tables, allowing customers to choose the right option and price for them.
Custom documents
Customize your proposal with just a few clicks by adding videos or testimonials directly from your content library. You can also synchronize accurate transaction data directly from CRM.
Plate
Online document builder
Create one-minute sales contracts with one-click uploads or our exclusive drag-and-drop editor
Negotiations
Enable painless collaboration with legal teams and others in contracts, review with all versions with update and feedback features.
eSignatures
Provide an impeccable customer experience to accept a proposal or sign a contract, allowing customers to sign for free on any device.
Localize
Tracking documents and notifications
Learn how your customer interacts with your proposal as soon as you view it. Real-time email notifications tell you when the document has been opened, viewable, and completed.
Advanced reports
Take real-time actions by tracking individual and team performance metrics and content usage details.
Approval workflows
Simplify internal communications by establishing approval and approval order functions aligned with current document flows.
System requirements:
CPU: 1.8 GHz dual core processor
RAM: 2 GB
HDD / SSD: 50 GB of free space on the main drive
Operating system: Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit and Microsoft Windows Vista 32-bit
Resolution: 1024×768
You don't know what software you need or you haven't found what you were looking for? We have a team ready to help you choose the right software for your company.
