WRKFLOW TEMPLATE
Quote & Proposal Development
Providing quotes, building proposals, and approving contracts is the most consistently repetitive part of every client onboarding process. Wrk can automate these tasks, helping your sales team shorten the sales cycle.
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Providing quotes, building proposals, and approving contracts is the most consistently repetitive part of every client onboarding process. Wrk can automate these tasks, helping your sales team shorten the sales cycle.
Streamline Communication
Deploy this Wrkflow to minimize email back-and-forth and help your clients come to a decision faster than before.
Onboard Faster
Let us take care of repetitive tasks in your proposals drafting process, so you can onboard clients faster and spend more time tailoring your product to their needs.
Increase Consistency
Automate your quote and proposal process to reduce errors and ensure that your closed deals align with the most up to date pricing and discounts.
How this Wrkflow will help you