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Proposal Generator Software

BigMachines Proposal Generator Software allows users to customize and brand proposals for specific products, channel partners or sales channels, and customers.

Proposal capabilities include:

  • 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
    format

 
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