What is Sales Proposal Automation Software?

Sales proposal automation software is a productivity solution that aids sales professionals to easily generate personalized and exact proposal documents. They can then deliver the proposal to customers as a paper copy, an electronic document, or through a link to an online proposal. Some applications also check proposal documents to ensure brand and legal compliance. The benefit of this system is you don’t have to generate proposals from scratch or copy regular proposal language and related information into a new document. Proposal software also handles formatting using templates or branding rule logic to enable you to generate professional documents without wasting 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 company procedures and products. One element of the database is logic/rules, which assist with workflow automation, and the other aspect is a library of content to populate proposals. Both tools help ensure consistent messaging across client support, marketing, and sales.

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