Proposals
Get your proposals, contracts, and other agreements accepted and signed by your customers using Seidat’s built-in eSign feature. Request signatures from multiple people. Seidat’s eSign utilizes quick and easy-to-use email authentication. Read more below!
In the fast-paced world of sales, swift response is key. With Seidat’s eSignature feature, salespeople can streamline the process significantly. Moreover, through seamless integrations, this entire process can be not just quick but also automated, streamlining efficiency and enhancing productivity.
Typical challenges with proposal processes?
Many companies encounter challenges with proposals, however, these challenges are often easily solvable.
- How to make the process effective without time-consuming work?
- How to share big files by email?
- How to make sure information is secured?
Seidat’s solutions for these challenges?
- With numerous automation possibilities, effortlessly generate personalized proposals for your customers. Fast and simple, consolidating all your proposals in one central location
- Seidat’s sharing options enable sending all materials with simple links, eliminating the need for sending large files, you can also track when your presentation has been opened
- Seidat link share uses high-level information security
How does Seidat benefit your proposal process?
- Seidat saves a huge amount of time when you can automate your proposal process. More time to do sales, less time for manual work!
- No need to optimize your materials before sharing, better customer experience and advanced technology build a better brand image. You can also edit the content after sharing
- You don’t have to worry about the security of the materials you share with your customers
Seidat features for proposals
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CRM Integrations
There are usually three types of goals in integrating a Seidat and a CRM system:
- Automatically create presentation materials for Seidat using data from the CRM system (e.g. proposals)
- Ensures that the offer document in Seidat is linked to the CRM
- Transfers usage analytics or note data from Seidat to CRM
All of these goals are united by the ultimate idea of saving time, harmonising processes, improving quality, and increasing sales results.
The integrations are implemented as direct native integrations, customized using the API or utilizing ready-made Zapier integrations.
The most typical CRMs to integrate with Seidat are Pipedrive, Hubspot, and Salesforce.
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Seidat eSign
Get your proposals, contracts and other agreements accepted and signed by your customers by using Seidat’s built-in eSign feature. Request signatures from multiple people and save the PDF documents for later use and/or forward the signed documents automatically to your CRM or other preferred systems. Seidat’s eSign utilises quick and easy-to-use email authentication.
“When we use Seidat for offers instead of PDF’s (or similar), we are able to create significantly more visually pleasing offers and stand out from our competitors. In addition, creating offers with the automation saves time and minimises mistakes.”
Mikko Happonen, Sales Director, Kuopion Ykköstilit
Other Seidat use cases for sales
Intro materials
Close more deals with visually pleasing intro presentations.
Share your intro presentations to your customers with a link and get notified when they are opened.
Seidat in meetings
Seidat makes it possible to use the same presentation for any audience, leveraging the matrix slide structure and presenter view – No need to create a new one for every meeting.
Keep on reading →
Seidat with phone calls
Sharing your Seidat presentation materials is easy, you can present with any device or even have phone meetings and simultaneously change slides with your phone on the customers’ screen.
Keep on reading →
Sponsor letters and memos
Send sponsor letters and meeting memos easily to your customers with a link. Set an expiration date and see how many times the link has been opened or if it has been opened at all. You can also get notifications for when the shared link has been opened.
Keep on reading →
eSignature
Get your proposals, contracts, and other agreements accepted and signed by using Seidat’s built-in eSign feature. Request signatures from multiple people save the PDF documents for later use, and/or forward the signed documents automatically to your CRM or other preferred systems. Seidat’s eSign utilizes quick and easy-to-use email authentication.
Keep on reading →