Product: Proposals & Contracts

Complete CRM | Pricing Engine | Proposals & Contracts

Professional Proposals

Impress your clients with clean quotes that helps you present pricing from multiple suppliers and sell more by helping them make informed decisions.

Customize your presentations with your branding, include marketing information about your company, add legal disclaimers, and show information about your partner suppliers.

Automatically generate emails to customers with attached presentations in PDF format.

BrokerX: Professional, branded proposal presentations

Contracts

Upload and store standard supplier contracts for matrix pricing or request custom contracts from suppliers.

BrokerX: standard and custom contracts

Add important contract submission rules for each supplier and refer to them to avoid contract rejections.