What is Sales Proposal Automation Software?

Sales proposal automation software is a productivity system that aids sales professionals to easily generate personalized and accurate proposal files. They can then deliver the proposal to customers as a paper copy, an electronic file, or through a link to an online proposal. Some programs also check proposal documents to ensure brand and legal compliance. The benefit of this system is you don’t have to create proposals from scratch or copy standard proposal language and related information into a new file. Proposal software also manages formatting using templates or branding rule logic to help you to create professional files without spending time on layout, spacing, fonts etc. Thus, the software gives both brand consistency and convenience.

Sales proposal automation software is fundamentally a database that contains standard language about company procedures and offerings. One aspect of the database is logic/rules, which help with workflow automation, and the other aspect is a library of content to fill up proposals. Both features help ensure consistent messaging across client services, marketing, and sales.

List of Sales Proposal Automation Software Companies

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