The Complete Sales Proposal Software Solution
Build branded online sales proposals that impress clients.
Use proposal templates to speed up the sale proposal creation process.
Work collaboratively on proposals with your sales, ops, or admin staff.
Securely send your clients proposals for review and instant acceptance.
See detailed information about the effectiveness of your sales personnel.
Create Online Sales Proposals
Simple sales proposal software
Easily create professional sales proposals that will impress your clients and increase sales conversion.
Custom look and feel
Use your company's logo and color scheme to make your sales proposal match the look/feel of your brand and be recognizable to your clients.
Present your sales proposal to your client from your company's domain name, for example proposals.yourcompany.com.
Add images, video, and files
Include images directly into the body of your sales proposal. Incorporate video that can be played by your client from within your proposal. Attach any file and make it downloadable by your client right from the proposal.
Advanced pricing options
Easily add one-time and recurring pricing items into your online sales proposal.
Terms and conditions
Your company's terms and conditions are automatically imported into every new proposal.
Save Time With Sales Proposal Templates
Section and proposal templates
Create a template from any section, or even an entire proposal. Then, use these templates to create and recreate a variety of sales proposals to match your clients' needs, in a matter of minutes.
Adapt with template variables
ClientSky sales proposal software automatically populates your client contact's name, their company name and company abbreviations automatically when creating a new sales proposal. Use a variety of template variables in your section and proposal templates to make them automatically display the correct company name (or other details). No more find and replace!
Collaborate With Your Sales Team
Share your sales proposal templates
Effective sales teams should be concentrating on selling more, not writing lengthy proposals. Save time and reduce errors by allowing your sales team to share sales proposals and templates with each other. Drive consistency in your organization and shorten the sales cycle with the ClientSky sales proposal software.
Do you need feedback from multiple people to build your sales proposal? Do you want your administrative staff to proof it before the sales proposal goes out to the client? Invite other people to collaborate on the proposal with you.
Companies and Contacts
Share contacts and companies with other people from your organization so you have easy access to them when creating new proposals. The ClientSky sales proposal software stores all your contacts and companies for you and your sales team.
Deliver Sales Proposals Securely Online
Preview your sales proposal
When your online sales proposal is ready to send, you can preview the proposal exactly as your client would view it.
Deliver the sales proposal to a client
Send your client a secure email link that they can instantly access. The link opens up a sales proposal that is mobile-ready and looks professional on any device from a desktop to a smartphone. Your client can then easily sign electronically to accept your proposal.
Interact with client on the proposal
While viewing the proposal, the client can easily send you feedback, request a change, and accept or reject the proposal. From your ClientSky sales proposal interface you can post updates to the proposal and add comments.
Download to PDF
If your client wants to download a copy of your online sales proposal into a PDF, they can do so directly from the sales proposal you send them.
Analyze Sales Proposal Metrics
Track meaningful stats including sales proposal hit ratio, sales over time and sales by person in graphs, charts and tabular format. The sales proposal software securely stores all your sales informaiton into its database so that you can easily generate sales reports as your team sends out sales proposals.
Individual and team sales statistics
View these stats for on an individual or company-wide level to assess your sales team's performance most effectively.
Open proposal notification
Ever wonder when a client actually first views your proposal? Get notified when a potential client or customer first views your proposal, so that you know when to follow-up.
Get notifications when your proposals have been accepted, rejected, viewed, commented on, etc. Know what is going on at all times.
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What people are saying...
Saves time spent writing proposals. It's the end of recreating the wheel.Phoenix Consulting
Professional sales proposal output and fast online acceptance makes it a slam dunk!The Roberts Group
A video is worth a thousand words - being able to use images and video has added a whole new dimension to our sales proposals.Falcon Global