Match property listings, book viewings, draft proposals. Every one is ready to run, and you can adjust it in plain language.
Reply to new business prospects and assign the next follow-up.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
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.
Draft new client proposals from agreed project terms.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.