Proposal work should not start from a blank document every time. Zeyora Proposals gives sales and service teams reusable templates, customer-ready links and a proposal record that stays tied to the CRM opportunity.
Keep approved service wording, commercial terms and document style ready for reuse.
Send a customer-facing link while the internal proposal record stays in Zeyora.
Start from the lead or customer record instead of retyping the same details.
Keep review notes and status visible before the proposal goes out.
Produce PDF-ready proposal documents for the customer and your own file trail.
Review proposal activity beside sales progress and conversion reporting.
Yes. Proposal Templates are represented in the CRM app, and the page is written around reusable proposal sections, wording and formatting.
Yes. Teams can share customer-facing proposal links and keep PDF-ready copies for records.
Yes. The useful part is that proposals sit close to CRM and sales, so customer details and follow-up are not separated from the document.