What is Sales Proposal Automation Software?

Sales proposal automation software is a productivity system that aids sales professionals to easily create personalized and exact proposal documents. They can then deliver the proposal to clients as a paper copy, an electronic file, or through a link to an online proposal. Some applications also scan proposal documents to ensure brand and legal compliance. The benefit of this software is you don’t have to create proposals from scratch or copy standard proposal language and associated details into a new document. Proposal software also manages formatting using templates or branding rule logic to enable 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 essentially a database that contains standard language about organization procedures and products. One element of the database is logic/rules, which assist with workflow automation, and the other element is a library of content to populate proposals. Both tools help ensure consistent messaging across client services, marketing, and sales.

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