Proposal software gives the ability business owners to manage documents such as business proposals, contracts, quotes, agreements.
Most proposal softwares includes feature like digital signature, editor to build the proposal, tracking, notifications.
Concord CRM documents software feature includes digital signature, sending documents to multiple recipients, tracking when the document was viewed and multiple branding feature to create documents for multiple subsidiaries.
Use sales proposal software to automate your sales process, build and send proposals in minutes, collect digital signatures and get notified when customer signs or opens a proposal.
Utilize our user-friendly, built-in proposal editor to craft visually appealing proposals and expedite your deal-closing process.
Access a tons of predefined snippets tailored for various industries, enabling you to swiftly create proposals and save valuable time.
Create predefined templates and share them with your team members quicker and more efficient proposal creation process.
Collect multiple signatures at the time the proposal is signed immediately legally bind the proposal.
Effortlessly generate a proposal PDF document from your proposal with a straightforward, single click, making sharing and printing easier than ever.
Create and manage multiple brands, each with its unique logo and navigation color, all without requiring separate Concord installations for managing subsidiary brands.
Stay aware of every action with our trackable proposals. Every move made by the sales rep or customer is logged as proposal activity, enabling you to monitor each interaction and remain informed about every development concerning the proposal.
Ensure swift and effortless agreement formalities with Concord CRM's e-signature feature. Collect multiple digital signatures on each document with ease. Every signer's IP address, date and time of signing, email, and full name are captured to provide a comprehensive and secure record of agreement authenticity.
Utilize our built-in feature for sending documents. With signers pre-selected, sending proposals is not just simplified but also smartly integrated, ensuring every document reaches the intended parties without the need for external tools.
Affordable sales proposal software with everything a company needs to start closing deals, includes contact management software, deal and pipeline management and many other features.
No commitment, really.
Concord CRM has dead simple pricing. Our pricing model is fixed with one time fee, includes 6 months of support, access to new releases, auto-updates, unlimited number of users and let's not forget, it's self-hosted CRM.