Build Beautiful Proposals Easily

Craft polished proposals in minutes with our intuitive visual editor. Add rich text, images, tables of contents and dynamic data tables that flow with your content.

No design skills needed—just drag, drop, and deliver.

DRAG & DROP BUILDER

Real Time Object Data

Pull any field from any object, including lookups and related lists, directly into your proposals. Data refreshes automatically, ensuring documents always reflect the latest figures.

Say goodbye to copy-paste errors and stale information.

Live Salesforce Sync

Deep Behavioural Analytics

See exactly how prospects engage with every page. Track mouse movements, clicks, and scroll depth across each viewing session.

Understand which sections captivate attention and where interest trails off.

Prospect Intelligence

Behaviour Triggered Follow Ups

Send the right message at precisely the right moment. Trigger personalised emails based on how prospects interact with your proposals.

Re-engage when they revisit key sections or nudge them when momentum stalls.

Automated Outreach

Ultra Secure eSignature

Close deals confidently with legally binding electronic signatures. Protected by bank-level encryption with comprehensive audit trails for full compliance.

Your documents and client data remain secure at every step.

Enterprise Security

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