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Very easy to use. Not complicated at all. Compatible with every file I needed so far. I don't know how we got by before this program. I haven't come across anything I haven't liked yet. A great value for the price.
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We are able to send files in real time as simply as sending an Email. You can have each person input their own data as well as sign documents all without having to print anything out. Of course that is huge in helping the environment.
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2020-11-02
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2020-09-26
Unassign Salesforce Proposal Template Feature
The Unassign Salesforce Proposal Template feature streamlines your proposal management. It allows you to easily detach a proposal template from any assigned opportunity, giving you the flexibility to manage your sales process more effectively.
Key Features
Easily unassign templates from opportunities
Seamless integration with Salesforce CRM
User-friendly interface for quick navigation
Customizable templates to suit your business needs
Activity tracking for all unassigned proposals
Potential Use Cases and Benefits
Quickly update proposal strategies without starting from scratch
Adapt to changing client needs with ease
Improve team collaboration by reassigning templates as necessary
Eliminate confusion in proposals with accurate tracking of assignments
Enhance overall sales efficiency
This feature addresses common challenges in sales proposal management. By allowing you to unassign templates, you can quickly pivot when client requirements shift. It reduces the risk of using outdated proposals, ensures accuracy, and maintains professionalism. As a result, you can close deals faster and build stronger relationships with clients.
#1 usability according to G2
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