Product interface in Polish with demonstration data
What you can do
Prepare a proposal with products and content, publish it as a link and follow the recipient's activity. Connect their response with the next step in your sales process.
01
From template to proposal
Use templates, add products and tailor the content. Copy proven proposals and prepare PDF or XLSX files.
02
Responses within the proposal
Offer selected actions: accept, decline, negotiate, request contact or book a meeting.
03
Activity in sales context
Review visits and recipient actions while keeping the proposal connected to the customer and sales opportunity.
What your process could look like
01
Prepare your proposal
Choose the customer, products, content and available actions.
02
Share the link
Publish and send it through your configured email, SMS or WhatsApp connection.
03
Take the next step
Review activity and the customer's response before following up.
No. Available actions depend on the proposal settings. You can align them with your sales process and the response you need from the customer.
Yes. PDF and XLSX export operations are available alongside online publishing. The online link also gives customers access to interactive actions.
Interactive online proposals
See the platform in your business context
Tell us where your customers come from, how you prepare proposals and what happens after you send them. We will demonstrate relevant features in one scenario, from inquiry to the account owner's next action. Together, we will establish the modules, integrations and configuration you need.
Product interface in Polish with demonstration data
What you can do
Prepare a proposal with products and content, publish it as a link and follow the recipient's activity. Connect their response with the next step in your sales process.
01
From template to proposal
Use templates, add products and tailor the content. Copy proven proposals and prepare PDF or XLSX files.
02
Responses within the proposal
Offer selected actions: accept, decline, negotiate, request contact or book a meeting.
03
Activity in sales context
Review visits and recipient actions while keeping the proposal connected to the customer and sales opportunity.
What your process could look like
01
Prepare your proposal
Choose the customer, products, content and available actions.
02
Share the link
Publish and send it through your configured email, SMS or WhatsApp connection.
03
Take the next step
Review activity and the customer's response before following up.
No. Available actions depend on the proposal settings. You can align them with your sales process and the response you need from the customer.
Yes. PDF and XLSX export operations are available alongside online publishing. The online link also gives customers access to interactive actions.
Interactive online proposals
See the platform in your business context
Tell us where your customers come from, how you prepare proposals and what happens after you send them. We will demonstrate relevant features in one scenario, from inquiry to the account owner's next action. Together, we will establish the modules, integrations and configuration you need.
