Overview

Small business leaders love eProposal.

Why? Because it makes the sales process easier by giving them a Web-based platform they can use to build business proposals quickly and easily - proposals that are stunning, professional, user-friendly, and accessible anywhere.

Create

At the core of eProposal is the ability to create rich, branded proposals, in a fraction of the time as before.

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Publish

Once your proposal has been created, it will be available for client viewing online. Security options are available for password authentication.

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Proposal Intelligence

eProposal allows you to be a fly on the wall of your prospect's board room by letting you see how long each proposal module was viewed and who viewed it.

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Proposal Pages

Proposal Pages allows you to virtually highlight your company’s attributes through modules, including: About Us, Statement of Work, Services, Photo Gallery, and more.

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Real-Time Collaboration

This application allows multiple users to contribute to the proposal at the same time. Simply create multiple users and your team can begin effectively working together.

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Proposal Themes

Customize layout visuals for each proposal through navigation and background colors, text size, font, and color, as well as uploading your company’s logo.

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Proposal Assets

This application allows you to include pictures, videos, and sounds to your proposals. Users may utilize stock images, or upload their own personal images and files.

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Resource Center

Stuck? Need advice, or new ideas, to keep your proposals new and forward moving? Simply stop by the Resource Center and review our library of tutorials.

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Proposal Delivery

Select the delivery method which suites your client’s needs. eProposals can be sent via customized invites, personal email, URL links, or PDF files.

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Salesforce Integration

Manage accounts with ease by employing Salesforce features in a one stop experience within eIntelli.

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Proposal Feedback

Learn how your proposals are viewed and perceived from prospective clients through viewer feedback.

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Online Proposal Acceptance

This application gives clients the ability to accept your proposal through digital signatures, allowing projects to instantly move forward.

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Print Options

Need a hard copy? eProposals can be printed with crisp and dramatic visuals utilizing your company’s personal cover page, headers, footers, and logo.

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Proposal History

Archiving your proposal history is done effortlessly and efficiently. You will no longer have to scrutinize over record keeping; eProposals will do it for you.

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Proposal Templates

Customize proposal content through selecting specific modules that target your client’s needs. You may also integrate past templates from previous proposals.

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Built-in CRM

Customer Relationship Management (CRM) tools allow you to track your business proposals and relationships through split-second glances.

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