Close your deals faster!
Click2Contract replaces typically a process where salesperson drafts an offer with Word, saves it to PDF, sends the PDF as an email attachment to customer and customer accepts the offer by replying the email. Click2Contract covers also a separate contract or order confirmation.
Gone are the days of fumbling with Word, PDF and Email to get approval.
With Click2Contract you can click together the content of the offer from saved company templates, amend only what is needed and click “Send”. The software will send the offer, notify you when it is opened by the recipient, collect the approval and archive the documents. The process could not be made simpler!
Click2Contract shows when your customer opens an offer you sent and when it is accepted. You no longer need to worry about whether the customer opened your email and you can make your follow up call just at the right time.
Colours, videos and pictures that reflect your brand are used in all offers. After setting up your offer style at company level, standard visuals are automatically used in every offer. Your salespeople never need to worry about visuals again. All your offers/contracts look as good as your brand!
No more deals hiding in email boxes or various files. Click2Contract archives all the offers and contracts automatically. The deals can be sorted with filters allowing you to easily find what you are looking for every time!