.svg)
.avif)
.avif)
.png)
.avif)
.avif)
.png)
Streamline your sales process from Quote to Close
In today's fast-paced business environment, efficiency is crucial. Managing sales documents like quotes and contracts can be time-consuming and complex. Creating professional quotes, tracking document engagement, collecting signatures and payments, and keeping clients informed often requires juggling multiple tools and processes.
TXF's Document Software simplifies every step of your sales process. From generating branded sales quotes in seconds to tracking document interactions and enhancing team & client collaboration, we've got you covered.
Generate and send customizable sales quotes instantly
No more typing customer information manually or copying it from your CRM into another tool. TXF's Document Software automatically pulls in all information tied to the deal record, including contact and product details, so you can send beautifully designed sales quotes in an instant.
Impress your prospects by delivering personalized, professional quotes that match your company's brand the moment they're requested.
Collect electronic signatures and payments effortlessly
Designate signers and counter-signers to gather legally binding electronic signatures. Your buyer can sign and send the quote back without needing to print, scan, or fax anything.
You can even embed payment links within your quotes to seamlessly collect payments. Simply toggle on payment collection, and your buyer can quickly pay via card or ACH. This makes the approval and payment process smooth and convenient, helping you close deals faster.
Stay informed with document tracking
Wondering if your prospect has opened or shared your quote? With document tracking, you'll be notified when your contacts interact with your documents.
Gain valuable insights into which content resonates with your prospects, so you can follow up at the perfect moment and prioritize hot leads. By tracking which documents are influencing deals, you can optimize your sales content and improve your entire sales process.
Enhance client collaboration with the Client Portal
Provide a seamless experience for your clients with a secure portal where they can access, sign, and download documents. Share documents, invoices, and contracts securely. Clients can view, sign, and download documents directly from their personalized dashboard.
Keep a record of all invoices & activities, manage subscriptions, receivables and payables, and ensure your clients are always informed and engaged. The Client Portal streamlines communication and enhances client satisfaction.
.svg)
Related Resources
Frequently asked questions
