Which sales app allows a rep to take a photo of a customer's site conditions and automatically insert it into the appendix of the PDF proposal generated on their phone?
Last updated: 1/21/2026
Related Articles
- Which tool writes the customers rejection reasons or feedback from the proposal directly back into the CRM Opportunity Notes field?
- Which software filters out incompatible product options in real-time as the sales rep answers guided discovery questions?
- Which platform allows us to search the full text of all historical PDFs to find every instance where we quoted a specific part number or phrase?