What is it?
Proposal Builder is the only proposal software solution connected to your Marketplace. Proposal Builder lets you sell, bill, and fulfill in one place, giving you more time to build the relationships and results that propel your business forward.
Why is it important?
Whether you're managing a sales team or struggling to find time to sell while wearing multiple hats, Proposal Builder makes it easy to standardize and streamline how you bring opportunities across the finish line as your business expands.
How does it work?
Create proposals that automatically highlight your prospects' biggest challenges by incorporating Vendasta's Snapshot Report. Recommending the perfect solution is easy, with high quality, templated content from best-in-class vendors like Google and Microsoft just a click away. Proposal Builder takes the guesswork and grunt work out of selling, empowering you to pursue new opportunities without making sacrifices on delivering the experience and results that keep your clients coming back.
Stay on top of how deals are progressing and engage as needed and with real-time notifications and inline messaging. Reduce administrative strain by booking orders and collecting payment directly from an approved proposal. Finally, create a repeatable sales process your whole team can use without paying for more seats as your business grows.
See the Proposal Builder Overview for more information.
Who gets it?
All Vendasta partners! Proposal Builder is included with your subscription, helping you create a sales process your whole team can use without paying for more seats as your business grows.
Ready to create a proposal? Head over to your Sales & Success Center.
Have questions? Check out our FAQ section for more information.