If you're still wasting time on manual data entry and filing paperwork, it's time for a change. Revamp your sales process with this completely digital sales quote proposal workflow. Say goodbye to wasting hours manually updating, printing, faxing, or mailing sales proposals to your clients. With this workflow, you can quickly generate professional sales proposals in just minutes. Impress potential clients with a quick turnaround time so you can close more deals. Use this sales quote proposal template to provide prospective buyers with a general cost outline so they can decide if your business is a good fit for their project.
This sales quote workflow will:
Eliminate manual data entry
Improve sales quote turnaround time
Provide a better customer experience
Remove unnecessary paper from your sales process
What You Need
Getting started with this automated workflow is a breeze using Formstack Forms. Features like our drag-and-drop form builder, Theme Editor, Conditional Logic, and add-ons help you create professional looking forms with ease. Simply add this template to your Formstack Forms account to start gathering data you need.
Connect your online forms to Formstack Documents to automatically populate PDFs and Microsoft documents in seconds. Pairing your sales quote form with this Formstack Documents template will auto-populate form data into a professional proposal you can automatically send to your clients. Simply add this sales quote proposal template to your Formstack Documents account to get started.
Stash by Formstack is a secure cloud storage tool. With in-app comments and file editing, unique folder permissions, and version tracking, Stash by Formstack makes it easy to save your files in the cloud and keep your team organized.
Don't let fragmented data ruin your automation capabilities. Use this form to easily collect all the information you need to populate a professional sales proposal. There's no need to go back and forth between multiple spreadsheets or data sources to generate sales documents. If you need more time to gather sales quote information, don't worry! Use the Save & Resume feature to save your progress as you work through your form.
Stop wasting time cutting and pasting data and streamline your sales process with this sales quote proposal document template. Take the complicated and time-consuming work out of producing your sales quotes by pairing this template with powerful features, like data routing and logic. This template is easy to customize and can be delivered to clients in a variety of ways.
Easily build a sales quote proposal workflow in just a few steps.
Log in to your Formstack Documents account and select the sales quote proposal from the list of templates. Next, you'll need to identify where your data is coming from. Select "Use a data collection form."
Store and organize your documents using our cloud storage tool, Stash by Formstack. Choose “Save my documents in Stash,” or integrate with other cloud storage tools under the “Deliver” tab.
Navigate to the "Deliver" tab to automate your sales quote proposal delivery. Select "New Delivery," and choose email. Using merge fields, you can send the quote to the email address included on the sales quote form.
Next, log in to Formstack to connect your sales quote form. Under "Settings," select "Integrations." Choose the Formstack Documents integration and select your sales quote proposal document template from the list of documents.
Review the fields to ensure your Formstack data is correctly mapped to your sales quote proposal template. Once you've tested, your sales quote proposal workflow is ready to go!