Advisors and RIAs are increasingly turning to digital solutions that not only automate proposal creation but also integrate seamlessly with portfolio management and CRM systems. Choosing the right ...

Quotes and proposals are crucial for the success of any small business that offers a product or service—which is to say, most businesses. But creating and tracking them has largely remained a manual ...

New Features Empower Teams to Close Deals Faster and Secure Repeat Business Streamlining approvals, automating renewals, Fresh Proposals empowers sales teams to close deals faster, focus on building ...

It’s a familiar story: hours spent building a proposal from scratch, digging through spreadsheets, patching together quotes, chasing down pricing details, and finally sending it off—only to realize ...

Many businesses in the world struggle with closing sales quickly enough; have you ever wondered what the other few businesses are doing to win more deals than others? In this article, I will share my ...