Instant deployment. 14-day institutional trial.
Auto-generate quotes from pre-built templates. Prefill rates and terms. Apply client-specific discounts, bulk pricing, or regional tax rules in seconds for rapid proposal generation and increased accuracy.
Turn approved quotes into binding contracts and invoices in one click. Auto-apply retainers, milestone billing, or subscription schedules. Track conversion rates in dashboards for sales optimization and a seamless workflow.
Design branded templates with conditional sections (customize T&Cs by client). Save variants for different departments or regions to maintain brand consistency and elevate your professional image.
Resolve client queries faster with in-quote comments and version comparisons. Lock finalized quotes to prevent changes and maintain audit trails for compliance and accelerated approvals.
Embed ISO certifications, SLA documents, or BIM models directly in quotes. Control client access with password protection or expiration dates for secure sharing and comprehensive proposals.
Optimize pricing strategies with drill-down insights:
