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Sales proposals
Turn each deal in your CRM into its own proposal, with the prospect, package, reference and validity dates already filled in.
A sales team keeps its open deals in a CRM. Each deal fills the same proposal design, so Ledgerline Capital gets a proposal quoting Meridian Verify from a $1,200 minimum commitment.
The deal record you already keep: the prospect, the signatory, the package being quoted, the quote reference and the dates it holds for. It arrives as a CRM row, as a spreadsheet, or over the API.
Each value that changes per buyer is bound to a field on the deal: the company name on every page, the reference and both dates. The rate card is set once in the design, so a price change is one edit.
A proposal at its own link, in place of a 4 MB attachment. It opens on a phone, and the pricing table stays readable at any width.
A proposal is one piece of a longer job. See what Sales does with it after it is sent.
Walk the Sales workflowBring the data you already keep.
We will publish the first document with you.