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Proposal Automation is part of the Engine, designed to help small business owners create and send professional proposals effortlessly.
Crafting proposals from scratch takes valuable time that could be spent on other business activities.
Without a standardized template, your proposals may lack consistent branding, making your business look unprofessional.
Without automated follow-ups, potential deals might slip through the cracks.
Writing and designing proposals can be time-consuming and stressful, especially when you’re trying to impress potential clients. Without a streamlined process, creating proposals can feel like a daunting task.
The Proposal Builder offers a simple, user-friendly solution that helps you craft professional proposals in minutes. With easy-to-use templates, drag-and-drop design features, and automated tracking, you’ll close more deals without the hassle. Focus on winning clients, not on the paperwork.
Use professionally designed templates to create proposals quickly.
Set up automated reminders to follow up with clients.
Customize proposals with your branding and content in minutes.
Here's how to set up this feature. We'll help you implement this every step of the way.
Sign Up
Get started with the Proposal Builder by signing up for the Engine and accessing all the tools you need to create professional proposals.
Customize your proposal templates, add your branding, and set up automated follow-ups.
Experience the benefits of streamlined proposal creation with a higher win rate and less time spent on paperwork.
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