Build reusable templates with merge fields, pull in product bundles with configurable discounts, and generate branded PDFs with one click. Approval workflows keep the big deals safe.
Build a template once with merge fields for client name, deal value, line items, and terms. Reuse for every similar deal. Version-controlled — when you update the template, every future proposal picks it up.
Set discount thresholds per workspace. Below 10% — rep approves. 10-25% — manager approves. Above 25% — director approves. The approval flow runs in-app; no out-of-band Slack messages.
Every proposal email is tracked. Opens, page-by-page reads, time-on-page — you know if the procurement team is actually reviewing, or if the deal is stalling because the proposal sat unread for two weeks.