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win more business by automating Salesforce Proposal generation!

Complete playbook for generating proposals from salesforce

Get the Playbook Now!

What’s Inside?

Speed, accuracy and consistency are essential to successful proposal generation. Is your document generation process hindering sales efforts or helping you stand out?

In this playbook you’ll learn how automating proposal generation from Salesforce increases sales velocity and ensures proposal accuracy, helping you close deals faster.

Build Your Proposal Game Plan

Discover how to prepare for building proposal generation solutions in Salesforce. We’ll break down the process, from start to finish.

Learn Best Practices

Get best practices for data gathering, template building & customization options to successfully automate proposal generation for your business.

Get Started Quickly & Easily

Follow our simple steps for creating and implementing a Salesforce proposal solution in just minutes.