Sales

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Proposal drafts

After meeting a customer, enter the key points in a form to generate a proposal draft.

Who it suits

Consultants, designers, event businesses and B2B sales teams.

Your part

Review the draft and send it.

How it works

  1. Enter the customer's needs and key points.
  2. Generate a proposal using your template.
  3. Send it to you for review before it goes out.

What it looks like

A proposal draft · Demo data
A proposal draftDemo data ↗

Result illustration. No messages are sent or real data processed.

Data

1 hour of manual work per proposal → about 10 minutes of review; 8 proposals per month → about 6.5 hours saved per month (estimate).

Estimate; results vary with your circumstances