Proposal generation

• Add detailed product features, options and pricing by quote line item
• Include detailed quotes as sub-documents or appended-documents
• Populate proposals with relevant customer data
• Add cover letters from user-defined and/or company-defined templates
• Add technical datasheets, pictures, and drawings
• Add quality documentation or industry specifications
• Browse and append any external documents from the user’s desktop, company intranet, or internal shared drives
• Include recommended upsell options such as recommend spare parts
• Add customized terms and conditions based on configurator options
• Print, email, or fax proposals to customers
• Generate proposals in MS Word, Adobe PDF, and/or HTML
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