Agents help corporate training providers prepare courses and keep client learning programs moving.
Assemble a reviewable proposal from the service team's handoff.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
Match proposal drafts to RFP sections and flag unanswered items.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
Check approved proposals before sending the final link to prospects.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Complete RFP answer fields and flag missing proof for reviewers.
Get your buyer's RFP answer template filled in its existing format, with source links and proof gaps ready for sales review.
Assemble proposal drafts from deal notes and approved pricing.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
Assemble a review draft from the sample and seller's notes.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Draft client proposals from approved outlines and deal notes.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
Fill the right proposal template and flag missing details.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.