Proposal Manager
Every proposal in one secure workspace, from first share to signature.
Business Benefits
- One current version of every proposal file, not scattered e-mail attachments
- Clients find the proposal, PoCs and contract in one place
- Client questions and comments captured by section, not lost in inboxes
- Fewer e-mail rounds between proposal and signature
Key Features
- Keeps each proposal's decks, documents, contracts and meeting recordings in one place
- Gives every client an invitation-only workspace with its own link and login
- Guides the proposal setup step by step and flags missing materials
- Answers client questions grounded only in that proposal's materials
- Collects comments by section and hands signing over to DocuSign
Interaction Channels and Integrations
Connects to
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Github
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Fireflies
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DocuSign
User Interaction Channels
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Google Workspace E-Mail
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MS Word
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MS PowerPoint
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WebChat (Widget)
At a Glance
Trigger
a proposal is ready to share with the client
Human in the loop
every client invitation is reviewed and approved before it is sent
Modelled time saving
68% across 5 core processes
The client reviews, questions and signs the proposal from one place, and nothing is lost in the inbox.
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