What Makes Us Unique
DealBuilder sets up new offers and agreements in seconds based on predefined templates with standardized terms, descriptions of services and content you set up beforehand.
When you’re ready to generate a new offer or agreement it only takes seconds, as opposed to starting a long manual process over again from scratch.Â
But we don’t stop saving you time there. Your clients can review and sign their agreements electronically, making you look more professional and saving everyone time.Â
No more following-up—DealBuilder does it for you automatically when clients don’t sign by the deadline.Â
All offer and agreement content is 100% correct, 100% of the time.Â
Full overviews of all sent offers and signed contracts in the platform makes follow-up easy, and structured data allows current content from each contract to be used to update the company’s other systems automatically.Â
Spend less time on all the tasks related to closing deals, and spend more time delivering on those deals for greater retention and referral generation.