Marketing & Sales

Prince Proposal

Complex sales management
Support complex sales cycles by creating a workflow on top of CRM to create, adjust and approve business proposals, RFI, RFQ and tenders across multiple departments.
Start for freeKey features
Collaborate across locations or departments
Increase quality and speed of your RFQ/tender
Re-use common elements time and again
Prince Proposal

Similar real-world cases

Key features of this template

Schedule and manage the comp of complex proposals like RFIs, RFQs or tenders
Create workflows to create, review, adjust and share documents
Get track of proposals in progress and who is working on it
Determine deadlines and make sure your proposal is filed on time
Manage company templates, presentations, logo’s etc in central place
Connect with CRM or other systems
Enhance it with AI
  • Improve sales outcomes by using an AI to analyze win/loss data, highlighting key variables leading to successful deals.
  • Boost sales efficiency thanks to an AI that customizes interactions with leads based on account insights.
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Connect with ...

Office 365
Office 365
Google Docs
Google Docs
... and any other external service thanks to Triggre's native Web APIs functionality!
Customize template

Tips for customizing your template

Add document templates to the application and generate PDF files automatically
Extend your workflow with re-orders and a customer approval process
Add default company compliancy documentation such as ISO, SOC, ISAE

How do I use this template?

Go to the dashboard of your Triggre Designer. There's a slider where all templates are shown. Go to the template you want to use by clicking the arrows left or right and click Load template. It will be loaded into your Designer instantly.

For more information about using templates, please take a look at our Knowledge Base articles about this topic.

How do I use this template?

First, download the template using the button below. Create a free Triggre account. Then, go to the Triggre Designer and click on "Versions". Click on the "Add" green button and then "Upload new version". Select the template file, and it will be loaded into your Designer instantly.

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