Finance & Tax App Template

Sales Proposal Generator

Calculate the quote for service and generate a sales proposal with dynamic content tailored to the client’s requested needs
Calculate the quote for service and generate a sales proposal with dynamic content tailored to the client’s requested needs

Key Features

  • Feature Based Calculation Engines

    Use Checkbox's decisioning and calculation engine to automatically calculate a quote depending on the information provided by the client.

  • Document Generation

    Generate rich docs with conditional formatting of costings, graphics, logos, team member information.

  • Smart Form Data Capture

    Automatically collect e-signatures with out-of-the-box integrations.

Benefits

  • Increase efficiency and accuracy

    Use standardised formatting for the sales team to ensure everything is consistently accurate and quickly generated.

  • Simplify the sales proposal process

    Automate proposals to ensure the sales team is able to reduce human errors, include all required information and spend less time completing proposals for faster sales outcomes

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.

See It Live Now

Access our App Template or request a free personalised demo today