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Create personalized workspaces for buyers and customers.
Pricing Quotes & Order Forms
Build accurate pricing quotes and get them signed.
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Organize sales collateral and track customer engagement.
Client-Facing Project Plans
Keep customers aligned with tasks, due dates, and notifications.
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Pricing
Templates
Revenue Lab
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Product
Workspaces
Collaborate with buyers & customers
Content Management
Manage content for teams
Quotes & Order Forms
Close deals fast with order forms
Security Profiles
Streamline security reviews
Solutions
Digital sales rooms
Transform the buyer experience
Customer onboarding
Onboard customers with dynamic plans
Client portals
Manage projects and ongoing relationships
Virtual data rooms
Raise money from investors
Pricing
Templates
Revenue Lab
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Quotes
& Order Forms
Share pricing quotes.
Sign order forms.
Close deals faster.
Create polished digital quotes and send
them to your customers for signing in only a few clicks.
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Simple Quote Builder
Build quotes directly from your product library to align on pricing with customers
Order Forms & E-signatures
Turn your pricing quotes into signable order forms
Start from our templates for sales,
customer success, and project management.
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Digital Sales Room
Sales
Customer Onboarding Plan
Customer Success
Client Portal
Customer Success
Mutual Action Plan
Sales
Brand Design Project Plan
Agency
Video Production Project Plan
Agency
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Editor
Embedded
content
Mutual
action plans
Implementation plans
Analytics and notifications
Templates
Secure information sharing
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