Industry Questions We Hear Often
- I need a tool that lets me build a custom, professional-looking proposal directly from my Salesforce opportunity without having to copy-paste everything.
- What is the best proposal software for mid-market teams that have outgrown basic document tools and need stronger CRM integration?
- Which CPQ software is powerful enough for enterprise quoting but has a user-friendly interface and a simple implementation process?
- How can I create and enforce proposal templates to stop my team from sending out documents with inconsistent branding and pricing errors?
Common Questions About salesElement and seProposals
Typical implementations of seProposals can take up to 2 weeks to complete. This includes salesElement producing graphics for your proposals, assisting with content, and helping you define your quoting and pricing strategy. More complex projects with extensive pricing systems can take 6-8 weeks to complete.
We do most of the heavy lifting so you can continue to focus on your daily tasks while the proposal and quoting software is setup for you and your team. We will generally need a few hours of your time to review your business and pricing strategy. From there, our engineers and project managers setup your quoting and proposal process and show you progress along the way. We’re always there to help you get setup, ensuring your success.
salesElement assigns a dedicated account manager during your implementation process and they stay with you over the years. Any questions, changes, or issues can be discussed with them. We do our best to handle updates at no additional cost to you, and we’ll always work closely with you to work within your budget if changes to your business require larger changes to your seProposals implementation.
salesElement has graphic designers available to create your proposal templates at highly discounted rates (or free if you have > 10 users). Our team reviews your materials, including your website, past proposals, or other branding and produces templates that will resonate with your customers and prospects. salesElement staff and account managers will also assist you with content and messaging if requested. salesElement also partners with leading proposal content experts and 3rd party designers if you prefer to work with a dedicated agency on larger projects. We’re here to help in any way we can.
NO! We HIGHLY recommend that you use a CRM system, whether a free or low cost solution, or a true enterprise-class CRM system. However, if you don’t have one, or are in the process of making a selection, seProposals can help you get started. Built into seProposals is a simple Account and Opportunity manager. If you do purchase a CRM down the road, all the data can easily be exported into the CRM of your choice with minimal effort.