Proposals

With Juggernaut’s Proposal module, you can create and deliver sales proposals on the fly or from a custom template quickly and efficiently. Your reps simply fill in the proposal with the appropriate items and submit it to the client. When used in conjunction with the Portal module, you’ll have access to analytics that will show how the client is interacting with your proposal.
Create your own proposal templates
Full tracking and analytics
Capture digital client signatures
Convert proposals to orders
Online client discussions
Options to include line item price tables
Format text and graphics
HTML formatting options included
Color-coded status notices
Internal notes and comment fields
Approve all or partial line items
Email notifications