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Proposal

Efficient Proposal Management with unityBMS

Creating and managing sales proposals has never been easier. With UnityBMS, your team can streamline the entire proposal process—from drafting to delivery—all within one intuitive platform. The proposal management tools are designed to help you move faster and close deals more efficiently.

Generate multiple quotes per opportunity, customize templates to match each client’s unique requirements, and send polished proposals directly from the platform. UnityBMS ensures consistency, saves time, and enhances the professionalism of every proposal you send.

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Craft Professional Proposals with Ease

Creating effective sales proposals is crucial to winning new business, and UnityBMS makes the process simple and efficient. With the ability to generate multiple quotes per opportunity and customize each proposal to meet client needs.

UnityBMS equips your sales team with the tools they need to create proposals that resonate with potential customers.

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Core Feature

Key Proposal Features

UnityBMS offers dynamic proposal features such as customizable templates, multi-quote generation, and integrated e-signatures for faster approvals. Proposals can be tracked in real-time, allowing your team to follow up at the perfect moment. With everything managed in one place, you reduce errors and speed up your sales cycle.

Multiple Proposals per Opportunity

Easily generate multiple proposals for a single opportunity, allowing you to offer clients various options and pricing structures. UnityBMS enables your sales team to tailor each proposal to the specific needs and preferences of your clients.

Convert to Performa Invoice Directly

Once a proposal is approved, convert it directly into a Performa invoice with just a few clicks. UnityBMS streamlines the transition from proposal to invoice, reducing the time and effort needed to move forward with the sales process.

Customizable Templates

Use customizable templates to create professional-looking proposals quickly and efficiently. UnityBMS offers a range of templates that can be tailored to fit your brand and the specific requirements of each client, ensuring consistency and quality in every proposal.

Proposal Chat and Comments

Enhance communication with your clients by incorporating chat and comment features directly within the proposal. UnityBMS allows for real-time collaboration, making it easier for clients to provide feedback and for your team to make adjustments on the fly.

Send Proposal Directly

Send proposals directly to clients from within UnityBMS, streamlining the delivery process. This feature ensures that your proposals reach the right people quickly and efficiently, helping you close deals faster.

Additional Custom Fields

Add custom fields to your proposals to capture all the necessary information and tailor each document to the specific needs of your clients. UnityBMS’s flexibility allows you to include all relevant details, making each proposal as comprehensive and personalized as possible.

Simplified Proposal Creation

Generate Proposals Quickly and Efficiently

UnityBMS simplifies the proposal creation process by allowing sales executives to generate quotes on the fly. Whether in the office or on the go, your team can use UnityBMS intuitive user interfaces to create professional proposals that meet your clients’ needs.

Set automated reminders for follow-ups, ensuring that no proposal is forgotten or overlooked. UnityBMS helps you stay on top of your sales process by prompting you to take action at the right times.

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Customizable Templates

Choose from a variety of professional templates designed to make your proposals stand out. UnityBMS templates are not only visually appealing but also functional, helping you present your offers clearly and effectively. Ensure that every proposal reflects your brand’s identity by customizing templates with your logo, colors, and fonts. UnityBMS allows you to maintain brand consistency across all your sales documents, reinforcing your company’s image in every interaction.

Flexible Layouts

Select from multiple layout options to organize your proposal content in the most effective way. UnityBMS’s flexible layouts let you structure your proposals to highlight the most important information and make a strong case to your clients.

Easy Editing

Make changes to your proposals quickly and easily with UnityBMS’s user-friendly editing tools. Whether you need to adjust pricing, add new sections, or update terms, UnityBMS makes it simple to keep your proposals up to date.

Interactive Elements

Incorporate interactive elements such as links, embedded videos, or forms into your proposals to engage your clients more effectively. UnityBMS supports a range of multimedia options, allowing you to create proposals that go beyond just text and images.

Save and Reuse

Save your customized templates for future use, making it easy to create new proposals that are consistent with your previous work. UnityBMS helps you save time by allowing you to reuse and modify templates as needed.
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All our customers and partners agree that we have the easiest-to-use all-in-one business software. From day one, you’ll experience how seamless and intuitive business management can truly be. Allow us to show you this too—and discover how simplicity drives real results.

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Elgin St. Celina, Delaware 299
Call Us: (603) 555-0123
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