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.
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Collaborate across locations or departments
Increase quality and speed of your RFQ/tender
Re-use common elements time and again
Prince Proposal
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

Connect with ...

Office 365
Office 365
Google Docs
Google Docs
Pipedrive
Pipedrive
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. Just below the support section 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.

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