What it does
Turns discovery notes, a call transcript, a voice memo, photos or an RFP into a priced proposal, quote or statement of work on the person's own template.
Works with your apps
- QuickBooksPast invoices with line detail: the prices to build from.Optional
- XeroPast invoices with line detail: the prices to build from.Optional
- StripePast charges when there are no books connected.Optional
- Google DrivePast proposals and the proposal template.Optional
- Google DocsWrites the proposal as a document.Optional
- OneDrivePast proposals and the template.Optional
- HubSpotThe deal and contact the proposal is for.Optional
- ZoomThe discovery call transcript.Optional
- FirefliesThe discovery call transcript.Optional
- DocuSignSignature templates, to see whether e-signature routing is available.Optional
More for sales
- Brief me before a sales callWalk into every call ready: a one-page brief on who's in the room, what was promised and what to ask, from just a company name.
- Who should I call today?Ranks the five people most worth calling today, with talking points from your emails and the deal. A spreadsheet works too.
- Build my client review deckBuilds a quarterly review deck for each client from your CRM, calls and results, every figure sourced and ready to present.
- Keep my CRM up to dateLogs calls, emails and meetings to your CRM and keeps every deal's next step current, with each change shown before and after.
- Turn happy customers into case studiesShapes call notes, reviews and emails into case studies and testimonials, quoted word for word and published once the customer says yes.
- Find and win grants and bidsFinds grants and public bids you fit, checks every rule before you spend time and drafts from your real facts, so every hour counts.
Put Write my proposal or quote to work.
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