Streamline Proposals
Professional proposals without rebuilding the same document every time.
Streamline Proposals helps sales teams create consistent, professional customer proposals while keeping pricing, options, approvals, presentation, and follow-up connected to the sales process.
What Proposals is built to handleSales Documents
Proposal builderCreate structured offers from reusable products and services.
OptionsPresent good/better/best or alternative configurations clearly.
Pricing controlsSupport approved pricing and management review.
Professional outputPresent a polished customer-facing proposal.
Status trackingSee drafts, sent proposals, decisions, and follow-up needs.
Sales historyKeep the proposal attached to the customer and opportunity.
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Where it helps
Designed around the actual workflow.
01
In-home or consultative sales
Build the offer during or immediately after the consultation.
02
Multi-option selling
Make choices clear without producing multiple disconnected documents.
03
Management review
Control pricing without slowing the entire sales process.
Product fit
Know where it belongs before you buy it.
Best forConsultative sales organizations and service businesses.
Operating modelSales-document workflow with approval support.
Works withOperations, POS, and Core.