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Sales and CRM software
Proposal and quote software
Proposal software builds, sends, and tracks sales documents.
Overview
What it does
Reps assemble proposals and quotes from templates, send them for e-signature, and see when the buyer opens them. Sales teams use it to respond faster and keep pricing consistent. Configure, price, quote tools add rules for complex products.
How to choose
Check the CRM integration. Proposals should pull deal data in and push status back without retyping.
Features
Key features to look for
Templates
Branded documents with a reusable content library.
Pricing tables
Interactive quotes with options and discounts.
E-signature
Legally binding signatures in the document.
Document tracking
Alerts when the buyer views each section.
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