Quotes & proposals

Sending a proposal

Turn a priced quote into a branded document, send it for signature, and track it to a yes.

From quote to document

When the quote is ready (and approved, if it needed approval), send it as a proposal. Revari turns the quote into a branded document with your logo, the products and the pricing exactly as you built it.

Signature

The proposal goes to your customer with an e-signature request, so they can say yes with a click. The quote is marked as sent, and it counts toward your quotes awaiting a reply on the Today desk.

Tracking and follow-up

Watch outstanding proposals from the Quotes desk. When the customer signs, the deal is ready to close as won, and the subscription flows into your Renewals book so the relationship keeps earning after the close.

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