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Business needs 

• The sales proposal is the most important part of closing new deals, and it has many “musts.” It must be error-free, it must have your most up-to-date pricing, and it must be created and sent as quickly as possible. 
  
• It’s the one document you can be sure will be presented to decision-makers and executives. 
  
• You need to know that every proposal sent by any sales rep in your business is completely professional, accurate, and reflects your branding. 
  

Solution 

• Integrate Zoho CRM or Zoho Books with iQuoteXpress to generate, deliver, track and optimize sales proposals right from Zoho CRM. Create professionally designed sales proposal templates that build your brand and create the right impression for customers. 
  
• It includes a dynamic product and pricing configuration engine that enables managers to centrally control pricing, discount structures, and bundles. Sales reps can simply drag and drop products and pricing into proposals to send them to clients faster and reduce the sales cycle. 
  
• Choose from templates to quickly customize your RFP responses to the vertical markets you serve. Deliver sales proposals tailored just for your prospects’ needs and improve your chances of winning the deal.  
  
• Track the progress of every quote, every reply, every update, and every step taken by each rep. Gain better visibility into your sales pipeline, and improve closing rates. 
  

Benefits 

• Reduce time spent manually creating quotations with a better quote management process 
  
• Generate error-free quotations 
  
• Close deals quicker 
  
• Increase brand value by implementing a professional workflow between your company and your client