Paperless Proposal

Key Features

CREATE PAPERLESS PROPOSALS Paperless Proposal is a cloud based proposal presentation and tracking software for Sales, Management and Marketing. Paperless Proposal allows your business to produce a high volume of personalized sales proposals quickly and efficiently by integrating information your CRM system directly into your proposals! TRACK PROPOSAL ANALYTICS Your proposal may be reviewed by multiple people before you close the sale. With Paperless Proposal, you will know exactly what each person cares most about by looking at tracking analytics. Tracking analytics show when each person in the prospect’s company viewed your proposal, what they looked at, and how long they looked at it for. If someone focuses on your training for example you know to follow up with them and stress how you excel at that. If someone else only focused on pricing you will be able to come up with a strategy for that as well. CREATE MULTIMEDIA PROPOSALS Use video directly in your proposal as a memorable way to illustrate your company’s capabilities and personally explain differentiators and competitive advantages thus giving a 3 dimensional approach to capture your audience’s attention and get your message across. INTEGRATE WITH YOUR CRM Paperless Proposal makes it easy to send proposals using your CRM, automatically logging all proposal activity back into the CRM. Access your CRM based Client Information and Contacts Seemlessly from Your CRM When a rep uses CRM integration with Paperless Proposal they simply select the opportunity in the CRM from Paperless Proposal * The company, opportunity, and contacts are pulled into the proposal * The proposal documents can then be customized with the information Know when your proposals have been sent, viewed, and accepted from within your CRM as Paperless Proposal Integrates seamlessly with SalesForce CRM, and NetSuite CRM.