Generates custom proposal with prospect's use case, ROI model, relevant case studies, and pricing options
"I need to send a proposal to this account"
When you invoke this capability, it automatically pulls relevant context from your systems and generates the output you need.
Detailed workflow and process information will be displayed here.
Once you schedule a call and we understand your needs, we can typically have this capability set up within 1-2 weeks.
Yes, we integrate with your existing CRM, communication tools, and data sources. No need to change your workflow.
Absolutely. We tailor each capability to match your team's specific processes, terminology, and requirements.
Schedule a call to see how Proposal Builder can work for your team. We'll discuss your specific needs and show you exactly how this capability will integrate into your workflow.