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Description
Proposal.biz offers an AI-driven solution designed to assist companies in crafting, distributing, and monitoring professional proposals and quotes with ease.
This platform enhances the sales workflow through its array of customizable templates, live engagement monitoring, electronic signatures, and an intelligent content library that automatically pulls in branding and pricing information.
Collaboration is made seamless as teams can work together on documents in real time, effectively resolving issues related to version control and minimizing the need for lengthy email exchanges.
With integrated analytics, users can pinpoint when a proposal is accessed, reviewed, or signed, equipping sales teams to follow up at the most opportune times.
Additionally, Proposal.biz connects effortlessly with popular CRM systems such as HubSpot and Zoho, and includes Slack notifications to keep teams informed immediately when a client engages with a document.
By transforming static documents and disorganized email threads into a cohesive, traceable proposal process, Proposal.biz empowers businesses to enhance their professional image, accelerate turnaround times, and secure deals more efficiently, ultimately driving success in a competitive market.
Description
SPEED
+ access anytime, anywhere!
+ speed up time to create & send sales quotes
+ give customers an easy way to e-sign sales quotes
+ centralised text, video, spreadsheet, image and PDF content libraries for your salespeople to drag and drop into sales quotes
+ build a library of sales quote templates to perfect your sales pitch in target markets
+ customer address book -- to save time when creating sales quotes
+ prospect finder -- use the contact finder robot to search the web for cold call lists
WIN
+ increase your sales conversion
+ create impressive & accurate quotes
+ know when customers are reading your sales quotes
+ get paid faster with easy online acceptance and payments
+ live chat with clients while they read your sales quote
+ stop messy sales quotes
+ don't forget key information...record customer contact history for each sales quote
AUTOMATE
+ automate sales forecasting
+ seamless integration to your CRM and accounting packages
+ keep a full version history of sales quotes sent to a client
+ automatically expire sales quotes past their "time to live"
+ automatic currency conversions - get real time exchange rate for foreign currencies
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Eway
GraphQL
Zapier
Pricing Details
$19/month
Free Trial
Free Version
Pricing Details
$39 /user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Proposal.biz
Founded
2026
Country
India
Website
www.proposal.biz
Vendor Details
Company Name
Corporate Interactive International Pty Ltd
Country
Australia
Website
quote.cloud
Product Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Product Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Alternatives
No Alternatives