Aptien makes it easy to automatically create and print proposals and quotes. It is launched from your sales opportunity management and automatically populates selected data from your deal record, such as:
- Customer name
- Subject of the quote
- Quoted price
Aptien automatically fills in the information and creates a PDF. You can then easily print the quote or email it to your customer.
How to Edit Your Proposal Template
- You can easily create and edit your own quote templates. Learn how
- You can easily customize your quote template to suit your company's needs, "just like in Microsoft Word," using a simple editor, the print report designer.
- Add fixed text to the quote
- Add fields that will be automatically populated into the PDF from the deal record