ProposalPath
Beautiful online sales proposals. Ultimate flexibility.
Digital Sales Proposals, Made Easy
ProposalPath’s powerful step-by-step workflow adapts to the way you and your sales team work. Whether you’re selling a meetings and events venue, a destination, or hospitality services, we’ve built best practices into ProposalPath for creating engaging and effective proposals for the variety of industries and market segments you serve.
Features
Break away from the cookie-cutter sales presentation.
Professionally Designed
You want your customer communications to look consistently great and to be aligned with your brand standards. Our design staff will work with you to build a proposal that immediately grabs your customer’s attention and presents all the information they’ll need to make the swift decision to choose you over your competition.
Highly Customizable
ProposalPath helps you deliver the right information to your clients to close the business. Quickly select the right content, photos, and sales collateral in just a few clicks, and watch as ProposalPath transforms them into a winning presentation.
Centralized Sales Material
Your catering menus, A/V pricing, fact sheets, and other sales collateral are securely hosted with ProposalPath and easily sharable. Improve your sales team’s efficiency by selecting which documents, messaging, and multimedia content is sent. Have confidence in knowing your sales team is sending the latest information to customers.
Mobile Friendly
Thanks to responsive design, your proposals will look amazing, whether they are being viewed on a desktop computer, iPad, tablet, smartphone, or other handheld mobile device.
Detailed Analytics
Our integrated Lead Log, Tracking, and Dashboard gives you everything you need to organize, track, and report on your team’s outbound sales efforts. Engage more effectively with prospects knowing when they have viewed your proposal, what sales material they have reviewed, and how long they have engaged with your content.
ProposalPath Add-Ons
Make your sales proposals even more effective by adding enhanced functionality to ProposalPath.
Videos & Custom Site Tours
ProposalPath’s Premium Media add-on helps you engage with your customers on a higher level, and further distinguish your proposals from competitors. Quickly add personalized video messages or build custom narrated tours – sending a strong message to your customer that says “We want your business!”
Integrated RFP Forms
Our RFP Forms add-on enables you to capture leads directly from your website or other digital platforms and send them straight to ProposalPath for an immediate, high-impact response.
Online Catering Menus
Our Online Catering Menus add-on brings the same great presentation and design of the ProposalPath proposal to your catering menus. Sales managers have the ability to custom select menus to send to customers standalone, or fully integrated into the proposal experience.