TOOL 14
Documents & Proposals
"I need to send quotes and contracts — is there a better way than email attachments?"
Proposals that look professional. E-signatures that work. And tracking that tells you whether they've opened it — so you can follow up at exactly the right time instead of wondering if they've seen it.
What this actually looks like
- You send proposals as email attachments and have no idea if they've been opened
- You're chasing people to sign contracts manually
- Your quotes look inconsistent and unprofessional
- You don't know where your proposals are in the process
How documents & proposals fixes this
Send a proposal from inside your pipeline. Track whether it's been opened. Get notified when it's signed. If they haven't opened it in 48 hours, your automation follows up for you. No more wondering.
How this connects to everything else
Documents connect to your pipelinePipelines & Sales Tracking
Your CRM trackingCRM & Contacts
Automations handle follow-up on unopened proposalsAutomation & Workflows