Contracts & Proposals CRM Integrations

Managing your contracts and proposals is important for keeping track of your customers’ sales documents. These documents are a critical part of your relationship with any prospect and client, so it’s crucial to have them organized and accessible for your team.

Contract and proposal CRM integrations make it easier to organize contact data

Integrating your contract and proposal applications with your CRM is the solution to organizing your essential documents. Your team can attach proposals and other important documents to the right customer or lead’s page in the CRM, making it easy to find what you need to move a sale forward — or nurture an existing relationship.