Create, send and manage quotes and proposals online — all from within your CRM.
Start Free TrialBuild clear, branded quotes and proposals in minutes.
Share proposals digitally and track when clients view them.
Clients can approve proposals online without email back-and-forth.
Convert approved proposals into contracts and invoices easily.
Email attachments and follow-ups slow deals down. Balliante One lets you send proposals digitally and see when clients view and approve them.
Quotes and proposals are automatically stored against the customer record, keeping your sales process organised.
Once a proposal is approved, you can move straight to contracts and invoicing — without re-entering information.