Marketing & Sales

Prince Proposal

Complex sales management

Support complex sales cycles by creating a workflow on top of CRM to create, adjust and approve business proposals, RFI, RFQ and tenders across multiple departments.

Key features

Collaborate across locations or departments

Increase quality and speed of your RFQ/tender

Re-use common elements time and again

Similar real-world cases

Key features of this template

Schedule and manage the comp of complex proposals like RFIs, RFQs or tenders

Create workflows to create, review, adjust and share documents

Get track of proposals in progress and who is working on it

Determine deadlines and make sure your proposal is filed on time

Manage company templates, presentations, logo’s etc in central place

Connect with CRM or other systems

Enhance it with AI

Improve sales outcomes by using an AI to analyze win/loss data, highlighting key variables leading to successful deals.
Boost sales efficiency thanks to an AI that customizes interactions with leads based on account insights.

More information about combining Triggre templates with AI >>

Suggested AI:

Connect with ...

Office 365

Google Docs

Pipedrive

... and any other external service thanks to Triggre's native Web APIs functionality!

Tips for customizing your template

Add document templates to the application and generate PDF files automatically

Extend your workflow with re-orders and a customer approval process

Add default company compliancy documentation such as ISO, SOC, ISAE

How do I use this template?

Go to the dashboard of your Triggre Designer. There's a slider where all templates are shown. Go to the template you want to use by clicking the arrows left or right and click Load template. It will be loaded into your Designer instantly.

For more information about using templates, please take a look at our Knowledge Base articles about this topic.

How do I use this template?

First, download the template using the button below. Create a free Triggre account. Then, go to the Triggre Designer and click on "Versions". Click on the "Add" green button and then "Upload new version". Select the template file, and it will be loaded into your Designer instantly.

Download template

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