- CRM Integration
- Document Library
- e-Signature
- Contact Management
Professional proposals on ANY device in literally seconds
(4 ratings)
Starts from $30/Month
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Pro-Posal is a professional proposal software that allows users to create beautiful and professional proposals in minutes. No design skills needed! Simply click the elements want to add from the library and start creating proposals. Pro-Posal's intuitive editing tools allow ... Read More
CRM integration is a vital feature found in most modern software programs that helps businesses streamline their customer relationship management process. It involves the seamless integration of a customer relationship management (CRM) system with other software applications or databases used within an organization. This integration allows for effortless communication between different systems, eliminating the need for manual data entry and reducing the likelihood of human error. This feature enables businesses to have a single source of truth, ensuring consistency and accuracy of data across all platforms. One of the key benefits
A document library is a safe place to keep files that you and your coworkers can effortlessly search, collaborate on, and access from any device at any time. For example, you can store all files connected to a given project or client in a document library on a SharePoint site. It's as simple as dragging and dropping files from one area to another to add or move them between directories. In addition, each document library shows a list of files, manuals, and essential details about each, such as who produced or last edited a file. This information can better organize your files and make them easier to find.
A legal means of obtaining permission or approval on electronic documents or forms is to use an electronic signature, often known as an e-signature. It can be used to replace a handwritten signature in practically any process. An e-Signature is an electronic version of your handwritten signature. It's currently the most widely accepted format for signing documents electronically in legal transactions. eSignatures also eliminate the need for printing and scanning of signed documents. With its intuitive design and easy navigation, e-signature makes it quick and painless to sign contracts – providing a limited amount of space for adding a signature as well as using selectable graphics and line patterns.
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most basic form, an address book or an Excel or Google spreadsheet containing entries for all of the persons with whom you conduct business can be used to manage your contact data. On the other hand, many companies prefer to employ specialized contact management software. This is especially useful if you have many contacts to keep track of or several persons who need access to the information. Instead of contact management software, some businesses employ Customer Relationship Management (CRM) solutions. CRM software often includes contact management elements and features that assist firms in managing their connections.
Starts from $30
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Disclaimer: Pricing information for Pro-Posal is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .
Customer Service
24/7 (Live rep)
Business Hours
Online
Location
NA
Pro-Posal is a professional proposal software that allows users to create beautiful and professional proposals in minutes. No design skills needed! Simply click the elements want to add from the library and start creating proposals. Pro-Posal's intuitive editing tools allow to customize each element, ensuring that every proposal user creates displays the company in its best light. This means more effective communication, more business and increased revenue for the organization!
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Researched by Rajat Gupta