Control Proposal Approvals
We understand the importance of controlling the approvals for Quotations and Proposal.You can easily authorize Senior Sales Personnel or Managers to give approvals.This option not only gives you greater control over the correspondence with customers regarding important business deals but also helps the management negotiate better on profit margins.
Export Quotations & Proposals
You can export Quotations & Proposals into PDF and .XLS formats. This will help you easily share all the quotations and proposals with anyone else who does not have access to the CRM. You can use your products in Quotations & Proposals.
Document Version Tracking
Create Your Own Customized Templates
Promote Your Business Brand.
Merge CRM Data
Manage Profit Margins & Offer Discounts
Manage Proposal Statuses
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