How It Works
Create Quotes & Contracts
On The Go
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Improve your sales process by making your business operations run more efficiently
Centralized Data Management
Securely manage, track and organize all your documents in one simple easy centralized area.
Predictive Data Analytics
Get a better understanding of your sales cycle with information about customer behavior and buying patterns.
Invite and Manage Users
Invite members from your team and assign them permissions based on your business needs.
Our built-in paperless approval process and workflow keeps the business moving forward.
Simple Payment Process
Have your customers pay you instantly with one click while you centralize and track your outstanding payments.
Create a sales quote or contract in minutes, have it signed electronically and get paid immediately.
Managing and tracking just got easier
Let us take care of the details for you
HOW IT WORKS
Simple and Intuitive Tools
Quote, Contract, and Renewal Creation
By going back to the original contract, a new renewal is created for you.
Have team members contribute to one centralized workspace that tracks and manages all of your sales engagements.
More productivity with better tools
Utilizing the Microsoft Outlook Add-in for Office 365, you can create a quote or contract, easily add contacts, check on statuses and save important messages.
Protect your business with
You have the flexibility of having a customer sign in-person or via email. Once a quote or contract has been approved, the signed document is stored along with an audit history.
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