Proposals
Simplify the process to create proposals.
Workflows your team will love
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.
Stay on brand
With brand-approved templates and optional content locking, you control the look and feel of every customer-facing document that goes out.
Manage access
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.
Stay compliant
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.
