Find answers, ask questions, and connect
with like-minded conquerers around the world.

Clear all

Sales & Success Center [Solved] Proposal Button


Topic starter

Is there a way to build a quick custom package? All marketing and sales material attached when the products are added to the store. Ability to customize the price on spot. Enter in prospect or customer name and click submit. An instant proposal is built with your logo, product information, pricing.

Could even upload agency onboarding agreement into crm.


Great suggestion @Jason_Macre - we’ve actually been discussing something very similar over here and sharing some early prototypes over here if you’re interested. Would love to see an example of what you’re currently using as a proposal if you’d consider sharing. Let me know and we can connect over email.