Proposals and CRMLive
ProposalCRM
Record your clients, inventory, services and sales team, and create professional proposals in minutes. Speed up sales with Word templates, single-page HTML designs and full proposal history.
Key features
- Word templates and single-page HTML proposal designs
- Client, product/service and inventory records
- Full proposal history and revision tracking
- Sales opportunities and pipeline management (CRM)
- Automatic pricing and discount calculation
- PDF generation, email delivery and tracking