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1. Enter client details
Enter the client's details and add their company logo. This ensures the proposal looks professional from the start and is personalized for the specific recipient.
Offer your clients more than just a PDF
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With the Sagiton Offers system, you no longer send another PDF attachment. Instead, your client receives a clear, interactive proposal that they can easily review online. They can also independently select the scope and options that interest them, allowing them to make a decision without the need for back-and-forth document revisions.
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2. Prepare proposal input with AI
Paste the inquiry content into the AI model to generate the necessary information for your proposal through a discussion with the AI.
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3. Set optional items
Import the data into the sales proposal builder and indicate which items are mandatory and which are optional. The client can then configure the proposal themselves by selecting the elements they truly need.
4. Review and approve the proposal
The proposal is created based on your criteria and price list. The salesperson can adjust the price and margin or offer a discount, then approve the proposal and send it to the client with a single click.
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5. Check client engagement
The service quoting software shows when and how many times the client has opened the proposal, which options they checked, and which attachments they viewed. This helps you better assess client engagement.
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6. Send automated notifications
Hasn't the client opened the proposal? The quoting software will automatically send them an email or SMS. You can also set reminders to prompt the client to accept or reject the proposal before it expires.
What will you gain by using our proposal software?
All your proposals in one secure place
No more spreadsheets, managing Word templates, or worrying about lost files. With our quoting software, you can prepare proposals in one place that automatically saves your progress.
Automated professional quote generation
Your sales team no longer needs to spend hours fixing Excel files or proposal templates. Even when each proposal includes unique elements, AI ensures they always look professional – no matter who prepares them.
Ability to send interactive proposals
An interactive proposal engages clients more effectively than a standard PDF. They can explore different options themselves, which helps them better remember your offer. Our proposal generator also supports PDF export.
Interface for easy configuration
An intuitive interface for managing proposals makes it easy for sales reps to quickly configure services, pricing, and options. A preview before sending allows you to review everything and maintain full control over the proposal.
Streamline your quoting process with our online proposal builder!
Book a demoIntegrate quotes with your other processes
You can expand our AI-powered quoting software by integrating it with the systems your company already uses. This means implementation doesn't require changing your entire sales process, allowing the application to become its central hub.
Connect it to your CRM to track customer activity, your team messaging app to automatically notify sales reps, or your accounting system to issue a pro forma invoice once a quote is accepted.
Want to see how our tool handles proposal creation?
Schedule a free online demo
Fill out the contact form and one of our specialists will reach out to schedule your free Sagiton Offers demo! During this 30-minute online meeting, you will explore the features of our quote generator and learn how this solution can help you accelerate your sales processes.
We help our clients build a competitive advantage
"We were looking for a business partner who truly understands our industry. The Sagiton team thoroughly analyzed our project and proposed some compelling solutions. What impressed me most was their deep understanding of industry trends and our specific business needs. That approach translated into excellent results."
Frequently Asked Questions
Book a demo of our proposal software
Fill out the contact form and we will get back to you within one business day to schedule your free online demo of Sagiton Offers.
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