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Sales Proposal Generator
Reduce turnaround and generate sales proposals quickly and accurately using an automated sales proposal generator
Trusted by companies of all sizes, worldwide
Streamline the sales proposal generation process
Provide a single digital access point for the sales team to generate sales proposals through a self-service portal or by integrating with your CRM
Customize proposals with logos, services & discounts
Utilize a calculation engine and decision automation to generate a customized, ready-to-go proposal
Accelerate the turn-around time of sales proposals
Generate sales proposals in a matter of minutes and facilitate the negotiation and approval process with ease
Oversee approval & negotiation statuses and renewal dates
Gain instant visibility into the sales proposal generation process, stay up to date with automated alerts and enable data-driven decisions
Seamlessly integrate with your
existing tools and work flow
Fit Checkbox into your current processes rather than fitting your processes to Checkbox
Trusted by leading companies worldwide
“Our teams spend less time on menial tasks and more time on things that require their skills and expertise, and they get to spend more face-to-face time with business stakeholders to meet business deliverables.”
Denise Doyle
Legal Transformation Lead at Telstra
6,000+
hours saved per year for processes across legal
“Without the need for technical skills or the help of IT, Checkbox has enabled us to automate intake and triage, pre-populate significant volumes of information up front, and allocate matters to the lawyers with the right expertise and availability. It is a living, breathing tool we can scale and adapt easily to maintain a legal safety blanket for the business.”
Ben Langford
Group Counsel at Woolworths
60+
workflows automated across legal
"We found Checkbox far better than the alternative solutions because of the usability and speed. It’s intuitive to use and you can change things in a matter of seconds."
Jordan Lam
General Counsel and General Manager Commercial Affairs at HESTA
1,000+
hours saved per year for procurements
“The legal and people & culture teams have been able to focus on the people rather than the processes, whilst rolling out solutions organization-wide at a velocity that was unachievable previously.”
Richard Conway
Deputy Group General Counsel & Group Company Secretary at Coca-Cola
4,000+
documents automated per year across the business
LEADING NO-CODE AUTOMATION SOFTWARE WORLDWIDE
Digitize and scale the delivery of your services
Frequently Asked Questions
If you have any further questions, Get in touch with our friendly team or email us at sales@checkbox.ai
How does Checkbox manage data security and access?
The Checkbox platform is highly secure with layers of technical and operational controls in place to protect information. We're SOC2-II certified, and we encrypt all of our data at rest and in transit, with regular penetration testing to ensure we're always on our a-game.
Does the counterparty need to have Checkbox?
Not at all. When counterparties need to be involved, Checkbox sends them a custom email containing an access link. The counterparty can review and markup documents, as well as provide any other information needed, all without a Checkbox license.
What if a user doesn't want to edit and markup documents on the platform?
Our Redlining module comes with a "Markup Offline" mode to accommodate this. We've made it easy for the user to download the current version, review it in their preferred Word editor, and upload it back into Checkbox. From there, it's business as usual - your workflow will continue on as you've designed it and your team can continue to leverage the benefits of the Redlining module.
How compatible is the online document editor with docx?
The online editor is fully compatible with docx, and is able to ingest redlines, comments, and markups of your document content. It also preserves your document's formatting and layout, meaning you don't have to sweat the small stuff.
Does this work with documents we receive from external parties?
You bet! Simply upload the external document into your Checkbox workflow, and you'll be able to review, markup, approve and execute it as if it were generated on Checkbox.
What is contract automation?
Contract automation is the use of technology to generate, manage, and execute contracts. The contracting process is optimized through automated workflows via digitization and collaboration.
What are the benefits of contract automation and management?
Automating the generation and management of contracts allows business teams to reduce the burden of manual contracts, saving the time taken to draft and process documents, accelerating the speed of contracts being executed and saving significant resource and labor costs.