Proposal Automation users have 26% more reps achieving quota

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Proposal Automation users have 26% more reps achieving quota

Schedule a Demo

Enter your info, to get started!


We Increased Sales by 100% from $5.7 million to $11.4 million in one year using Paperless Proposal.”

Matt Mauzy – Owner, Mauzy Heating, Air, And Solar

Spend Less Time Creating Proposals, and More Time Talking to Prospects That are Ready to Buy

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Customized, Professional Proposals up to 90% Faster

Quickly pull from your custom library the documents, phrases and sections you need to create proposals faster than ever before. Never start from old proposals or from scratch again.

Make Your Prospects Sign the Dotted Line

eSign keeps your entire process paperless. Store your proposal, contract, and signature pages all in one place and easy to find. No need to email back and forth or print out proposals that get lost.

See What Your Prospects Are Most Interested In

Know what your prospects look at, for how long and what order. Use that information to know what your leads are most interested in so you can focus on what’s most important to them.

Send Proposals That Get Opened, Read and Shared

Add images, videos, pricing quotes and multimedia content in one easy-to-read flow. Surprise your prospects (and their bosses) and get more replies.

Get Notified When Your Proposal Gets Viewed

See when your prospect viewed your proposal, and know who opened it. Never wonder if your proposals go unopened.

Find the Holes in Your Team’s Sales Process

See what your sales reps are sending out and how they follow up with prospects. Discover what needs changing and how to improve your sales cycle.


We Increased Sales by 100% from $5.7 million to $11.4 million in one year using Paperless Proposal.”

Matt Mauzy – Owner, Mauzy Heating, Air, And Solar

Here’s What People Are Saying

“Can create a professional proposal in less than 10 minutes. I can see stats on what my prospects are looking at. Green option for proposal delivery. Can be viewed on any device. Perfect for teams that use the same basic content but still want the ability for full customization. My marketing team can update materials and have all of the reps using the updated info right away. Adding a clean and sharp cover page is very simple and quick.”

Kshanti Morris

Marketing Communications, Harvard Maintenance

“As a sales Manager this is a powerful tool for managing our proposals. The analytics let us track when proposals are viewed and what is important to the customer. Tracking rep results such as close % is valuable to me. I also like that I can verify the content (pricing, specs, etc.) at any time. “

Rick K.

Vice President Marketing and Sales, Securitas USA

“Can create a professional proposal in less than 10 minutes. I can see stats on what my prospects are looking at. Green option for proposal delivery. Can be viewed on any device. Perfect for teams that use the same basic content but still want the ability for full customization. My marketing team can update materials and have all of the reps using the updated info right away.”

Sean C.

Business Dev. Manager, Securitas USA

“We Increased Sales by 100% from $5.7 million in 2014 to $11.4 million in 2015 using Paperless Proposal. A 400% increase in sales productivity! creating proposals from 20 mins per proposal to less than 5 mins.”

Matt Mauzy

Owner, Mauzy Heating, Air, And Solar

Spend Less Time Creating Proposals
and More Time Closing Deals

“Over the past 5 years using Paperless Proposal, we have experienced a solid 25% plus increase in sales year over year”

Bellinda Sullivan – Owner, Flavours Catering + Events