Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Notify deal owners when proposals your team created need revision.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Prepare proposal drafts with scope and approved pricing for review.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.