Proposa is a web-based eSign software that allows users to create and send sales proposals and documents online. It offers ready sample sales templates and provides an AI content writer for generating proposal content. Proposa also features instant notification, built-in CRM, and a content writing tool. Users can generate proposals, eSign documents, and track GPS location, IP address, and device ID for validation.
How to use Proposa?
To use Proposa, follow these steps:
1. Sign up for an account on the Proposa website.
2. Choose from the available sales templates or create a custom template.
3. Customize the proposal by adding relevant content and personalizing it for the recipient.
4. Use the AI content writer to generate proposal content or input your own.
5. Send the proposal to the recipient and track its progress through real-time notifications.
6. Utilize the built-in CRM to manage client interactions and follow-ups.
7. Sign and eSign documents for authentication and archiving.
8. Generate reports and analytics to monitor proposal performance.
9. Reuse successful proposal templates and content for future proposals.
