CRM

SuperOffice

Automatically create and updates a 'Sale' in SuperOffice when a proposal is sent, accepted or rejected

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Overview

Sync every proposal you send to a Sale and Company in SuperOffice. Proposales™ will automatically update the Sale during the entire sales process.

How it works

Easily search and find the recipient from your Companies and Contacts in SuperOffice. Configurations available under our Enterprise plan include custom fields, conditional blocks, conditional products, and conditional attachments.

Configuration

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