Sales Proposal Generator
How Does Checkbox Automate This?
1. Capture data from clients via a digital smart form
Create digital smart forms with on-screen guidance and conditional content to collect the information needed from clients to calculate a quote.
2. Calculate the quote
Use Checkbox’s decisioning and calculation engine to automatically calculate a quote depending on the information provided by the client.
3. Generate a bespoke proposal document
Automatically populate and generate a sales proposal document, styled and ready-to-go, tailored to the cusomer’s needs.