Proposals

A proposal is a special document that helps people or companies show their ideas to others. Think of it like a super important homework project where you explain your great idea to your teacher or principal. In sales, proposals tell customers about products or services and why they should buy them. Our door to door proposal app for sales teams helps to share their ideas clearly and professionally.

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Features of Knockio’s Proposal Tool

Easy-to-Upload

Knockio allows you to upload the proposal documents for signing. This way you can make your lead confirmed by signing from your customers.

Authentication

By getting signed from the customer to your proposal you get confirmation on your lead.

Integration with Other Tools

You can send Knockio’s Proposal to other tools, such as Hubspot, Salesforce, and GHL. This makes it easy to keep everything organized and connected.

Real-Time Collaboration

Real-time collaboration means you as boss can see all the signed proposals immediately.

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Benefits of Using Proposal Tool

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Time-Saving

This can save time if your customer agrees to buy your service or product and you lock it by signing. This saves a lot of time, just like using a map helps you find your way faster than guessing the directions.
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Professional-Looking Proposals

Proposals you can upload in PDF format with your color scheme and little advertisement. This is important because a good-looking proposal can make a big impression.
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Improved Accuracy

The features help ensure all the information in the proposal is correct. This is important because mistakes can be confusing.

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How Knockio’s Proposal Tool Works

Upload Your Document

Start by uploading your proposal document in PDF format. This is like preparing the foundation of your project.

Sign It Digitally

Once your document is uploaded, you can sign it digitally. This adds a layer of authenticity and security, ensuring your proposal is official and trustworthy.

Save and Share with Management

After saving your signed document, your higher management can easily access and review it. This streamlines the approval process and ensures everyone is on the same page.

Knockio is more than just a canvassing app

Using Knockio’s Proposal Tool is like having a special helper for your important projects. It makes creating and sharing proposals easy, saves time, and helps you look professional. Plus, everyone on your team can see the proposals right away, making everything run smoothly

Contact us today to learn more and start your free trial.

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