Leverage multimedia elements like videos, forms, and links to make your proposals more interactive and captivating for clients.

Differentiate your proposals from traditional static documents through rich media and dynamic content. As people say, first impressions last.

Customize your proposals with relevant multimedia elements that resonate with your client’s specific needs and interests.

End-to-end encryption that safeguards your proposals and client information from unauthorized access.

Keep sensitive data secure with industry-standard security measures and compliance protocols.

Assure your clients that their information is handled with the highest level of security and privacy.

Implement secure data storage solutions that protect against breaches and data loss.

Enhance your reputation through data security and privacy.

Enable team members to work on proposals simultaneously in real-time

Use built-in chat and commenting tools to provide and receive instant feedback, speeding up the proposal development process.

Reduce the time spent on back-and-forth emails and meetings through real-time conversations within the proposal.

Collaborate in real-time to ensure that all details are accurate and up-to-date, minimizing the risk of errors.

Keep all team communications and edits in one place; no more worries about handovers.

Monitor how clients interact with proposals, including views, time spent, and sections of interest.

Use detailed analytics to understand client preferences, and provide updates that satisfy their needs.

Evaluate the effectiveness of your proposals by tracking key metrics and understanding which elements drive client decisions.

Use engagement insights to tailor your follow-up strategies, focusing on areas where clients showed the most interest.

Integrate CRM functionality directly within the proposal platform.

Keep all client information and communication in one place for easy access and management.

Consolidate your sales and proposal processes into one platform, reducing the need for multiple tools and improving overall efficiency.