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2020-08-06
Add Tags to Sales Proposal Template Feature
Enhance your sales workflow with the Add Tags to Sales Proposal Template feature. This tool lets you categorize and organize your proposals more efficiently, making it easier for you to track and manage your sales activities.
Key Features
Easily add descriptive tags to your sales proposals.
Search proposals by tags for quick access.
Filter and sort proposals by different categories.
Customize tags to fit your team's specific needs.
Potential Use Cases and Benefits
Manage large volumes of proposals effectively.
Quickly locate relevant proposals during meetings.
Improve collaboration among team members with clear categorization.
Enhance reporting and analysis by organizing proposals into themes.
This feature solves your organizational challenges by allowing you to create a clear tagging system. When you tag your proposals, you reduce the time spent searching for documents. Instead, you can focus on what matters most: closing deals. With improved efficiency and better organization, you will enhance your overall sales performance.
#1 usability according to G2
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