Effortlessly boost your deal closure rate with automated emails and reminders. Keep clients engaged, prompt faster responses, and turn proposals into signed deals with minimal effort.
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Set your proposal follow-ups on autopilot with customized emails and reminders that keep clients engaged. Automatically send multiple reminders using personalized templates, streamlining communication and maximizing your deal-closing potential.
The new publish/send modal simplifies the process of sharing proposals with clients. Now, you can send your proposal directly to your client’s email address and send reminders directly through the publish modal.
Manage all your proposal communications in one organized space with the Emails tab. Customize sender settings, add logos, brand colors, and tailor your email templates. Send test emails, streamline follow-ups, and track performance to boost engagement and efficiency.
Gain a comprehensive view of your proposal performance with in-depth tracking and analytics. Monitor summary metrics, like the number of emails sent, opened, and clicked, across various locations. Dive deeper into individual statistics, including approved proposals and acceptance rates, to refine strategies and make data-driven decisions for improved results.
Elevate your proposals with extensive customization tools. Edit everything from email templates, subject lines, body text, and button details to company logos, fonts, and button colors. Tailor both individual emails and overall settings to ensure brand consistency and a personalized client experience.
See how in-app document negotiations, workflow approvals, and CRM integrations can give your business a competitive edge.
SIGN UP FOR FREEProspero integrates with FreshBooks, QuickBooks, Stripe, Integromat and Zapier, so you can generate an invoice and get paid with one click. You can also install 3rd party scripts like Google Analytics, heatmaps and live chats.
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