Transforming Your Sales Cycle

Send online proposals and quotes, measure and be alerted around engagement, retarget ads via Google and Facebook and win more business with your digital proposal.

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Transforming Your Sales Cycle

Build the perfect Quote Template

Work with our experienced design team to create your personalised proposal template. We help you configure the global content and structure the content sections along with configuring other off-the-shelf settings. We also have the ability to price in bespoke features and builds.

Easy 5 Step Creation

In five easy steps create a digital proposal in the matter of minutes. Your proposal is mobile and tablet-responsive and can be accessed via a unique link. You can deliver the proposal from your personal email or send via our system using email or sms.

Understand Engagement and Know When to Call

You can understand how many times your customer has viewed, opened and engaged with the proposal, even being alerted via email in real time each time they open it. This allows you to follow up with the customer at exactly the correct time.

Allow Clients to Approve Quotes on the Spot

Remove all barriers to clients proceeding with your service by allowing them to approve the proposal on any devices. Legally binding we integrate with Docusign and other digital signature software.

Continual Brand Awareness

Discretely continue promoting your brand to your customer via facebook retargeting as they move around the web. These ads can run for a fixed period of time or for the length of the campaign.

An Informative Dashboard

Everything you need to know is in your Dashboard. View latest quotes sent, approved, engaged and even unopened emails. A quick view to allow you to decide where to dig in deeper.

Easy to Understand Analytics

We provide analytics in bite size parts that are easy to understand. Gain the information you require quickly around sales figures and conversion rates.

Team ProposalPoint, I just wanted to let you know that I won a listing yesterday over another agent, mainly due to the Proposal Point software.
They were so impressed by the proposal that all the other agents really had no chance.
Braden Walters McGrath Estate Agents
Industry
Real Estate
From the first proposal we sent out to a potential vendor we realised this was going to be a game changer for us, I use this for all of my sales appraisals and the potential vendors soon turn in the vendors for Lynham Real Estate!
Nathan Lynham Lynham Real Estate Agents
Industry
Real Estate
We are always looking for software and products that help our business especially at boat shows where the speak to hundreds of visitors who all receive paper brochures, ProposalPoint is a real point of difference as it is sent via SMS/email, is personalised and give us great intelligence on who may be interested and allows us to keep in touch with clients through social media
Mike Joyce Dealer Principal Riviera Sydney
Industry
Marine
ProposalPoint allows us to contact clients at the most suitable time. When we are notified of the proposal being opened, is when we call. It's more appropriate and our agents are there when questions need to be answered. There is less delay, making the process more seamless which results in our company winning more listings.
Tim Mumford Partner and Residential Sales
Industry
Real Estate
I have looked at and used some other software packages for proposals over the years, however ProposalPoint is the only provider I have seen that allows our proposals to be built quickly and easily, are fully customisable and on brand every time!
Tavis Standen
Industry
Real Estate
Our agency has been very impressed with not only the professional design and function of the ProposalPoint templates but also the level of customer service provided by the team. ProposalPoint has given our agency a competitive advantage above other local agencies ultimately resulting in increased appraisals and listings.
David Newton Newton Real Estate
Industry
Real Estate

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