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Propose
Easily create proposals
Automatic generation of Web page and PDF documents
Multiple quote tables for complex proposals
Multiple signature blocks for all those decision makers
Merge fields to eliminate retyping and mistakes
Video, images, tables, grids, rich text to make the right impression
Create a library of your templates and sales content that can be quickly accessed and customized
Content management controls to prevent unapproved changes
Tags, filters and rules to guide reps to the right template or content
Saved quote tables including products and pricing that can be used for an instant quote
Give your customers curated choices for options directly on the web page proposal
Choices set by user in the quote editor and selected by customer on the web page proposal
Choice for individual items, entire sections, or even whole quote tables
Option types for Choose one or Choose any
Pricing totals automatically updated based on customer choices
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