Zeyora helps sales and service teams prepare branded proposals, reuse templates, share customer-ready links and keep approval history connected to CRM records.
Standardize proposal structure, service wording, commercial terms and document styling.
Share customer-facing proposal pages while keeping internal records connected.
Prepare proposals from CRM records without recreating customer information manually.
Track review status, internal notes and proposal changes before sending.
Create polished proposal documents for customer review and internal records.
Review proposal activity, conversion and sales progress from connected reports.
Yes. Zeyora can support proposal templates so teams reuse approved wording, sections and formatting.
Yes. Proposal workflows can include public customer-facing links and PDF-ready documents.
Yes. Proposals can stay connected to leads, customers, contacts and sales context.