EProposal has been extremely easy for our sales team with both new hires as well old hands alike - they've got all bases covered! The customer portal makes managing proposals simple; whether that be updating information or editing documents (if required). I wish we could set reminders but nothing major at this stage of using EProposals so far :) Our customers are happy too which always helps in my book!! We're getting great feedback from clients about how friendly their experience was whenβ¦
Pros
Easy to use
Great support system if you hit an issue during usage.
Good quality software, looks professional & modern
Very clear reporting toolset available within it is very helpful
I like that my team can use this software in our own time frame without having someone there at every step of their process! It's also very easy for individuals who are new or less tech savvy (like me) because everything has been thought out by professionals first so we don't have too many problems using any features with them right away - they've made sure all functions work well together as one system which makes things easier than if each person had separate systems set up independently from
Pros
Easy wayto add content
Able touseemailtemplates &,orcreatefrom scratch
Can assign roles easilyand quicklyassignroleseasily