The only proposal solution integrated with your platform of choice, Proposal Builder helps you create effective proposals in minutes, giving you more time to build the relationships and results that propel your business forward. Head to Partner Center > Commerce to get started.
Ready to Go Templates
You can create a proposal from scratch, or use our templates or build your own! Our template library provides proposal formats and content tailored to specific applications, solution types, and business verticals.
Additionally, any page or widget can be saved to your content library for future use, meaning you'll have customized templates and components at your fingertips in no time.
Auto-population of Sender and Recipient Details
Select a recipient with a single click, and watch their details and yours auto-populate. Want to add more variables to further personalize your proposals? Click the variables icon to find more options.
Saving a proposal as a PDF
You can then generate a proposal in PDF to be able to send to your client for review.
Click on the 3 vertical dots on top right corner and click Generate PDF.
It will take a minute or two for the PDF to generate. Once ready, you will receive an email and an in-app notification with a link to download your PDF.
Your Marketplace Products & Pricing, Integrated
Add products and packages from directly from your Marketplace to save time and ensure accuracy. Available information includes:
| Retail pricing: Display the selected products with their retail pricing set in your Marketplace. Edit prices right within the proposal to provide custom rates. | |
| Flexible display: Edit everything from quantity and pricing to the brief description below product names, and show or hide the products included within a package to present your solutions as desired | |
|
Marketing content: Let the pros explain the value of the recommended solutions for you by pulling in templated marketing content from CalendarHero, and other best-in-class solutions in Vendasta's Marketplace. |
The integration of Marketplace with Proposal Builder helps to maintain a single source of truth for product details. Update your offering in one place - your Marketplace - and rest assured the details put forth in every proposal will be accurate.
Ready to create a proposal? Head over to Partner Center > Commerce > Proposals.