Key Features

• Editor: Create compelling, professional proposals using the editor and automatic designer. 
• Templates: Customize templates and cover pages or opt to utilize pre-existing, industry-specific ones. Compatible with mobile phones, desktops and tablets. Offers more than 160 designs, accessible via the marketplace. 
• Library: Recycle templates by saving proposals or particularly effective elements in the content library. 
• Personalizations: Construct consistent client experiences by incorporating brand-specific details like colors, logos, fonts, content, images and introductory videos. Include every proposal on the organization’s website by assigning custom domains. 
• Follow-Ups: Receive instant notifications when a proposal is opened, forwarded or signed, facilitating timely follow-ups. 
• Pricing Tables: Accurately price offers, add recurring amounts for subscriptions and installments. Bill multiple products together with intelligent pricing tables. Use the bolt-on tool to add line items to proposals. 
• E-Signatures: Close deals faster with secure, legally binding digital signatures that only require clients to type their names. 
• Reporting: Review and track conversion rates, team statistics, sales overviews, template effectiveness and more through in-depth reports. 
• Security: Ensure secure deals with encrypted web links and GDPR compliance. 
• Integrations: Streamline workflows by accessing integrations with CRMs, payment modules, live chat systems and project management tools. Connect with Zapier, Salesforce, Zoho, HubSpot, Stripe, PayPal, ClickDesk, Intercom, Trello, Wrike and more. 

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