Using Teamwork to Create a Sales Document

 

Dec
7

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Sales DocumentFor many industries, creating a sales document requires input from several people. These people might be sitting right next to you or could even be on a completely different floor of your business. Either way, receiving input from several people for a single sales document can get confusing and disorganized.

We’ve been there. More than once.

That is why made this system easy to use – no matter how many people are adding their insights. With our Team Collaboration feature, conversations, editing and sharing sales documents between coworkers has never been easier. Start by creating your proposal, then head over to your dashboard and click the Team button. You can now select who owns that sales proposal and include sales reps and collaborators to also work on the document.

Quotegine will allow you to have conversations about each sales document directly in the dashboard. These conversations will be saved directly to that proposal to eliminate any disorganization. Users can also view previous revisions to see what has been edited. Now you can work with team members without ever leaving your desk.

In addition to our Team and Collaboration features, sales documents created in Quotegine can be accessed from anywhere with an Internet connection. There’s no longer a need to worry about forgetting proposals back at the office when meeting with potential clients. Everything can be accessed from your dashboard.

We understand that using a new service can be risky, which is why we offer a 14-day free trial. No credit card required. Give us a try and explore all of our great features. Have questions? No problem. We’re here to help!

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