Decide which fields in a template should be compulsorily filled in and which ones are optional.
Key in important information about the company, its executives etc. This ensures that proposals sent using ProposalSmartz Professional are always consistent in terms of information - no matter from wherever they are sent.
Create new libraries for different Line of Business and Type of Business.
Detailed reports allow the Admin to track the performance of the Reps and know how many proposals have been generated by which Rep and the value of the proposal. The probability of sale is another valuable indicator of performance.

A few basic features of ProposalSmartz Professional

Impressive multimedia proposals
No more dry-as-dust proposals! Send your clients high-impact, animated, multimedia proposals! You have a choice here to select from a dazzling range of animated intros that will carry your customized messages and flash generated proposal templates. To make your proposal more appealing, you can plug in your choice of background music.

Get personal - include video feed
You can add a personal note to your proposal by adding a pre-recorded video clip. It is almost as if you were meeting your client in person.

Guide your client remotely
By using the Remote Presentation feature, ProposalSmartz Professional allows your reps to guide your client through the navigation links of the proposal in the order desired. They can control and set viewing priorities as though they were physically present. (Cont'd)
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