Proposal & Contract Management

How to Make Your Proposals More Dynamic with Conditional Logic? Manually customizing proposals for each client can be time-consuming, especially when clients have unique needs. Without dynamic features, irrelevant fields...

How to Simplify Complex Choices for Your Customers with Dropdown Menus? Clients often need to select one option from a long or structured list, such as payment methods, delivery preferences, or...

How to Allow Your Customers to Select Multiple Options in a Proposal?

How to Help Your Customers Make Precise Choices with Single-Option Selections? Clients often need to select one option from a predefined list, such as package choices or payment terms. Without a...

How to Let Your Customers Select Important Dates in Proposals and Contracts? Coordinating dates for projects, payments, or deadlines can often result in miscommunication or delays. Without a clear way for clients...

How to Allow Your Customers to Customize or Remove an Item? Clients often need flexibility to adjust item quantities or remove unnecessary items from proposals or contracts. Without this feature, businesses...