Build Customized Proposals for Field Services and Generate New Revenue Streams
It is as important for a company to quickly respond to potential clients as it is to have a Unique Selling Proposition. Beat the competitors by bringing speed to your proposals and reaching your customers faster. Use our standard built-in templates or customize them according to the business needs of the customer and generate proposals for them instantly.
Further, our system has the capability to automatically apply the discount at item level as per price books, giving you the flexibility to change the discount directly at any time. Design workflows, receive signed approvals digitally and move beyond to create work orders straight from your proposals.