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