Simplify the process to create proposals.
Whether you’re leading a team of 5 or 50, the right rules need to be in place to keep you moving fast and securely. Locking legal or branded content, setting up approval/signing orders, and creating custom roles help keep you in control. Give your team the ability to quickly create, send, and track docs within an approval system that works for everyone.
With brand-approved templates and optional content locking, you control the look and feel of every customer-facing document that goes out.
With great power comes great distributed responsibility. Adjust default roles or create new ones to determine the level of access & control a team member should have.
Lock legal content, build a library of pre-approved clauses, and set up versatile approval workflows and signing orders for a risk-free deal-making experience.