PROPOSAL BUILDER
Deliver customized sales proposals at scale
Give sellers the confidence to compete and close with branded, accurate proposals that take minutes to create.
Create stunning proposals that drive revenue
Boost sales productivity
Customize and send proposals quickly, letting reps focus on high-value activities that move deals forward faster.
Enable customization with control
Equip sales teams with trusted, approved content that can be personalized to meet the needs of specific customers, industries, or products.
Grab your customer’s attention
Increase customer engagement with timely, tailored proposals that stand out, narrowing the gap between conversation and close.
Winning proposals in three easy steps
Winning proposals in three easy steps
Design new templates
- Empower sellers with the best content for each customer. Proposal and enablement teams can provide the right building blocks – content, images, and tables – to showcase company information or product and service offerings.
- Easily create proposal templates that resonate with your customers. Build a content library that includes templates tailored by industry, business size, and more.
- Help sellers make a great first impression. Reflect the power of your brand in every template. Whether it's formatting, styles, fonts, or cover page design, Proposal Builder makes it easy to be compliant.
Personalize proposals for each opportunity
- Select the right template and customize it with ease. Sellers can easily insert paragraphs, product descriptions, pricing, and more. Crafting the right proposal for the right opportunity drives greater customer engagement and fuels growth for your business
- Preview and fine-tune proposals. Quickly and easily review and make final edits before hitting “send.”
Share proposals and track engagement
- Send proposals digitally through email directly from Proposal Builder or export them as Word or PDF documents
- Use real-time analytics to track customer engagement with digital proposals. Leverage insights to reach out or send reminders, moving opportunities forward.
Meet the Responsive Platform
The Responsive Platform is purpose-built for Strategic Response Management at scale, supporting every response use case and teams across companies of all sizes
