United States of America
54.5%42 installations of 77
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Screenshot of Projects Dashboard
Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.
Category average: 8.7
Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.
Category average: 7.3
Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal
Category average: 8
Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.
Category average: 8
Allows users to utilize proposal templates for standard proposal layouts, with variable fields.
Category average: 7.8
Users can set appropriate, granular controls over who can view vs. edit elements of proposals.
Category average: 7.5
42 installations of 77
17 installations of 77
7 installations of 77