Proposal Solutions.

Reduce the time it takes to create and send out proposals, contracts, and quotes. Re-envision your workflows and make it easier for your clients to sign right away.
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Use Cases

Proposals

Contracts

eSignatures

Quotes

Our Services

Document Migration

Moving your proposals from Word or PDF across to proposal software means you can start to automate yourself out of the proposal creation process. 

If you have proposals, contracts, or quotes that you’re currently using and want to continue to use, we can migrate them across the proposal software that suits your business best. They will be built out natively in the software and you’ll have access to all the sections in your document.

Document Template Building

Starting from scratch, We create your business templates for proposals, contracts, quotes, case studies, etc built within a cloud proposal software platform.

You may want to modernise your documents, our team can also provide copywriting and styling for your new documents.

 

Proposal Integration Services

Your CRM holds all the information about your client include their name, address, etc. Use this information by integrating your proposal software platform with your CRM. 

Whether Salesforce, PipeDrive, FreshSales or another CRM – we can do the heavy lifting in linking the two systems. 

We can also help integrate payment gateways and other online services.

 

Proposal Software Consulting

If you’re unsure where to begin or want expert advice on which software will suit your business into the future, we can do the hard work for you. 

We’ll take the time to understand what you’re looking to achieve and details your requirements, we’ll then provide a solution that meets your immediate AND future needs as well as costs involved in configuring it.

 

Document Automation

Capture client data from forms, CRM’s, and other sources then merge that data into documents that can be sent anywhere.

Pure Proposals can help you get set up with document automation tools and processes using Formstack Documents to automate your workflows.

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