Proposals
Send them out the door in minutes with pre-built, customizable templates.
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Finally, a workflow that works for you
It’s time to catch up and thrive with digital dynamic docs.
Accelerate your success with a delightful document workflow
Fast growing teams of any size must get docs done quickly. Maintain control and momentum with content locking, approval and signing orders, and custom roles. Your new workflow works for everyone when you empower them to quickly create, send, and track in minutes.
- increase in completed docs
per month - 87%
- decrease in document
creation time - 50%
- increase in close rate
- 36%
No need to sacrifice brand
With brand-approved templates and optional content locking, you control the look and feel of every customer-facing document that is sent.
Manage what’s in your control
With great power comes great distributed responsibility. Adjust default roles or create new ones to determine the level of access and control a team member is granted.
Flexible but secure and compliant
Lock legal content, build a library of pre-approved clauses, and set up versatile approval workflows and signing orders for a near risk-free document-delivery experience.
Foster the conversation
Comment on specific sections of a document, mention any user within your workspace, reply to comments with clients and even resolve convos seamlessly, all inside your documents.
