Sales

Proposals

Send polished proposals in minutes.

Overview

Build professional proposals from a product catalog, send shareable links for client review, and track opens. Full approval workflow ensures quality before anything goes out the door.

Try Proposals free View pricing

Key capabilities

Catalog-driven line items
PDF generation with branding
Shareable client review links
Open & view tracking
Internal approval workflow
Version history
Linked to opportunities
Custom terms & conditions

app.swiftlycrm.com/proposals

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