Proposal Management

Accurate information allows fast and proper decision making and so you can keep on top of your game! Advanced proposal management lets you rapidly produce, view, send and track your quotes and proposals.

Most service organizations and a lot of product companies are required to present estimates, quotes or proposals to their prospective and existing customers. The creation and management of proposals can be time consuming, tedious, expensive and at times, frustrating! Frustrating? Yes, frustrating! How many times have you sent a proposal and not been able to find out when it was viewed, how many times it was viewed and who it was viewed by?

Our proposal management solution allows you to:
 
- Create on-the-fly proposals using customizable templates and layouts
- Add multiple options within your proposals for added flexibility
- Send created proposals to one of more individuals via email and/or fax
- Track sent proposals: learn when and how many times your proposal was viewed
- Expire proposals so you can elect to expire a proposal after a specific number of days
- Create multiple proposals for the same individual or group of individuals 
  
And if you integrate our proposal management solution with our contact management systems, you have a seamless way to manage your entire proposal and RFP process!
 
View our full portfolio, or simply contact us and let us know how we may assist you!