Best for smaller organisations with one or two sales people that send around 25 proposals on a monthly basis. Includes 2 users, 2 connected distributors and up to 500 active product in your sales portfolio.
- Create and manage companies and contacts and syncronise to your PSA
- Organise everything you sell into smart categories with the portfolio editor
- Create and manage a pipeline with sales opportunities, synced with your PSA
- Drag and drop proposal editor that automatically syncs to opportuinties and qoutes your PSA
- Import and syncronise products, services and labour from your PSA
- Import and enrich products and services from connected suppliers
- Create and manage smart templates that can be configured with proposal settings
- Customisable order confirmation pages to manage post sales expectations and provide next step CTA
- Set business rules for access, payment terms and customer specific templates
- Create landing pages to highlight solutions and showcase products and services