The latest Quote templates can be easily crafted to produce aesthetically pleasing, interactive, versatile, and highly functional sales proposals. You can for instance load a chat widget to be notified right when your prospects are looking at their quote or insert a video alongside content. These templates automatically generate a PDF document upon completion and signature by the lead. Once signed, a copy is promptly dispatched to both the sales team and the lead, ensuring a synchronized and transparent communication process.
Moreover, before the Quote is signed, your prospects have the option to preview your proposal in a PDF format.
Simply press the "Download PDF" button, allowing them to assess the document's content offline, facilitating a comprehensive review before finalizing the signing process. This feature adds an extra layer of convenience and control to the proposal creation and approval workflow.
You can set various default for quotes/proposals from the following section: Store/Configuration/Quote
The flexibility of both Sales Proposal and the corresponding PDF design is a key feature, and we encourage collaboration to align with your preferences. Feel free to share your design ideas and expectations with our team. Whether it's specific branding elements, color schemes, or any other stylistic considerations, our team is ready to work closely with you to ensure the Sales Proposal and PDF reflect your vision and meet your expectations. This collaborative approach allows for a customized and visually appealing presentation that resonates with your brand identity and engages your leads effectively.