With the Proposal Builder, your sales staff can efficiently generate proposals for potential clients. This application streamlines the sales process because it is designed to maintain corporate standards within proposals. At the same time, each proposal can be tailored to the needs of each prospect. With the Proposal Builder, your sales team can... - Add "Standard Options" within each section. This method allows you to avoid rewriting portions that are standard to many proposals, while avoiding a generic look
- Create "Custom Options" -- an ideal way to speak to a particular client or industry
- Define Proposal Sections as a means to categorize your company's offerings
- Organize proposal by defining "Proposal Option Types, " such as: Introduction, Products Available, Services Available or Closing (whatever suits your sales approach)
- Distribute proposal by e-mail, printing or publishing to the Web. On the Web, the potential client will then be able to mark off the options they want to buy and submit their order
- Organize user info with customizable location list and Employee database
- Increase efficiency by integrating into the Prospect Manager System
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