Draft RFP answers, check claims, send tailored proposals. Every one is ready to run, and you can adjust it in plain language.
Turn discovery recaps into proposals for new client work.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
Build prospect proposals from approved service estimates.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
Draft proposals for new client opportunities from buyer RFPs.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
Submit approved bids for new clients before their deadlines.
Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.
Share approved proposals with prospects and keep the sent details.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Turn discovery notes into a proposal for a new client.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.