Customizable Proposals, Built for Your Org
Integrate SalesReady into your existing workflow — build quotes, proposals, invoices, and more directly from Quotes, Opportunities, Work Orders, Service Contracts, and Orders.
Group / Line Actions
- Drag and drop items.
- Clone groups and lines.
- Add rich text descriptions.
- Show or hide items.
- Reference product and pricing information.
- Manage line item approvals.
Localization Support
All end-user labels, buttons, and fields can be easily translated into your preferred language.
Configurable Quote Actions
- Generate documents.
- Email documents.
- Send for signature.
- Clone records.
- Use focus mode.
Multi-Currency Support
Use any currency available in Salesforce.
Dynamic Bundles
Create real-time or predefined bundles.
Optimized Product Search
Pull commonly used products based on org parameters.
Styling Panel
Let users choose how to style their quote builder.
Flexible Layouts
Create custom layouts with applicable columns based on record parameters.
Live Calculations
Save and calculate any field in real-time.
×