Docfield for Proposals

Improve your
close rate by 36%

Create, send, and e-Sign personalized sales proposals in minutes. Eliminate endless email threads with clients and go from crafting to signing proposals in a single solution.

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These organizations have already
streamlined their document processes

Proposals are created in seconds from smart templates

Create powerful templates as the foundation for your documents. Utilise smart fields to import data (e.g. CRM, ERP, PLM) and rule-based logic to instantly craft advanced and personalised proposals.

Template builder

Set yourself up for success by designing smart templates and workflows

Dynamic data views

Extract mission-critical data from smart fields and turn them into actionable insights

Say goodbye to the endless back-and-forth emails

Collaborate live with your colleagues and clients within one digital environment. Allow your clients to make suggestions and update your proposal in seconds. Gone are the days of endless emailing and complex version management.

One streamlined process to reduce errors by 90%

All-in-one environment from creation and collaboration to e-Signing and data extraction. Eliminate version management with Docfield’s advanced template-document relationship and automatic updates.

Template builder

Set yourself up for success by designing smart templates and workflows

Dynamic data views

Extract mission-critical data from smart fields and turn them into actionable insights

Let's get those signatures

All set? Eliminate delays by signing online from anywhere on any device.

Improve yourclose rate by 36%

Proposals are created in seconds from smart templates

Template builder

Dynamic data views

Say goodbye to the endless back-and-forth emails

One streamlined process to reduce errors by 90%

Template builder

Dynamic data views

Let's get those signatures

Improve your
close rate by 36%