Document Automation Proposal Software
Document Automation
Document automation proposal software lets your business rules drive proposals and CAD drawings to ensure a smooth and fast sales cycle.
Document Automation
With KBMax, you can create comprehensive quotes for your customers. Include line items for fully priced configurations, view and edit Bill of Materials (BOMs), and generate dynamic quote documents.
Let your customer configure your product and request a quote when they’re happy with it. KBMax then automatically creates proposals, quotes, and Bill of Materials.
You have complete control over branding, logos, product images, pricing, terms, shipping, etc. so that you can make them as pretty as you want.
Automatically generate accurate visuals, sales-level CAD drawings, cut sheets, and Bill of Materials for your manufacturing team to start building. This data can also be automatically passed into your CRM, ERP, or PLM systems.
Our workflow engine lets your dealers and distributors build accurate configurations and quotes before submitting them for approval and creating an order.
Featured Resource
Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Compare solutions with G2’s handy grid to learn who the key players are.
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