Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Email deal owners when your team made a rejected proposal.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Show quote variances in deal notes for proposal approval reviews.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.