Consistent information - no embarrassing mistakes!

ProposalSmartz software treats critical fields like company logos, company names, etc as variables. These would appear in all the proposal templates. Forget the days when your proposal meant for someone was wrongly addressed to someone else. Welcome to an era of generating bug-free proposals!

Get inside your client's mind with Proposal Tracking

Using detailed Proposal Tracking Reports, you can track your client's viewing pattern - which templates he saw, in what sequence, and how much time was spent on various templates. This helps you understand the issues important to your client.

The ultimate in Data Security

Using ProposalSmartz Individual, your data and proposal information - is always stored securely. (Read more about security)

Integration with OMS

ProposalSmartz Individual proposals are compatible with popular Opportunity Management Systems (OMS) like Goldmine, Outlook and ACT. You can import your contacts from these programs into ProposalSmartz easily, saving you hours of tedious work.

Pre-proposal letters and thank-you cards

Through ProposalSmartz, you can send crisply articulated, multimedia business letters to your client before the proposal and thank -you cards whenever needed. (Read more)
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