Propose

Easily create proposals

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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