What is Proposa?
Proposa is a comprehensive web-based solution designed for creating and sending sales proposals and documents electronically. It features eSign capabilities, allowing for seamless document signing. The platform includes a variety of ready-to-use sales templates and an AI content writer to aid in crafting professional proposal content. Additional functionalities include instant notifications, a built-in CRM system, and advanced content writing tools. Users can manage proposals, track document signatures, and monitor GPS, IP address, and device ID for enhanced validation.
How to Use Proposa
To get started with Proposa: 1. Register for an account on the Proposa website. 2. Select a template from the library or create a custom template. 3. Customize the proposal by adding necessary content and personal touches. 4. Utilize the AI content writer for generating proposal content or add your own. 5. Send the proposal and track its status through real-time notifications. 6. Use the built-in CRM to manage client interactions and follow-ups. 7. Sign and eSign documents for authentication and record-keeping. 8. Generate reports and analytics to assess proposal performance. 9. Reuse effective templates and content for future proposals.