Fixing the disconnect between the marketplace and the workplace
When you look at the proposal / quotation software marketplace, there’s a focus on clunky template builders that create PDFs. The financial data is also added into the complex builder. But in reality, most businesses are using text in the body of an email to send the financial data. This is especially true for deals less than $10,000. Interestingly, many deals above this amount are in the email body too as they are essentially brokered by email and once the final contract is agreed, only then the formal "pdf quote" is created and delivered for final approval.
So there’s a disconnect between the marketplace and the workplace (between the makers and the users).
We’ve decided to embrace the fact that salespeople both like and want to work with something as fast and flexible as email. We want to give the best experience possible via email, embracing speed and efficiency, over complexity and delays.