SEND MORE PROPOSALS - WIN MORE DEALS!
We Set You Up for Success
The Proposal Management Tool is a software tool built to manage and automate sending and receiving of proposal requests to partner companies, saving hours of time. The simple proposal command center screen shows you the exact status of each customer request. The powerful reporting features show you exactly where your business stands. Never search through your emails again!
F E A T U R E S
Manage your proposals in clicks - not weeks!
Don't type your premise addresses - email the list to Salesforce as a spreadsheet attachment.
Make your selections for the types of carriers you want to send your requests to - and let the tool distribute the work.
After you've delivered your proposal requests - the system will send out automated reminders at selected intervals before the due date.
Carrier responses are automatically recorded in the system.
Once you've received your responses - automatically create a response document to your customer with the click of a button.
We automatically create service orders for the won proposals.
* Each package includes a $5,000 non-recurring implementation fee
Request a Demo
Send us your contact details and we’ll schedule a 1-on-1 with one of our professionals
