proposal automation


proposals automation
nintex proposal automation
  • Auto-generate branded sales proposals that include all of the required documentation, legal terms and conditions, product information, and cover letters
  • Regulate access of sales quotes to and from CRM systems, cloud data repositories and Electronic Document Management (EDM) systems
  • Set reminders to expedite reviews and approvals
  • Ensure that your sales reps have the right pricing information, and use automated workflows to manage and control discounts
  • Keep a secure audit trail of all revisions
  • Use workflow analytics to get insights across the CPQ (configure, price, quote) process

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