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Proposal Generation

Simplify your proposal generation

Generate professional quotes and proposals that help you close more deals.
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Boost productivity with a powerful proposal generator

Accelerate your sales process with proposal automation. Save time, reduce manual data entry errors, and streamline processes with Formstack's proposal generation software.

Impress prospects with personalized proposals

Spending hours on repetitive proposal generation? Cut your sales proposal time in half with Formstack Documents.
Streamline your processes

Streamline your processes

Upload and use your own files or create templates that you can use to standardize and automate proposals for your entire team.

Connect to your favorite tools

Connect to your favorite tools

Pull data from sales forms, accounting software, or your CRM to automatically customize documents for your clients.

Send and share documents

Send and share documents

Email merged documents to team members, collect signatures from prospects and customers, store files in your favorite cloud app, and much more.

Streamline your processes

Formstack Streamline for Healthcare

Connect and Harness Your EHR Data

Formstack Streamline empowers IT teams across healthcare organizations to integrate their EHR systems with our platform to build secure, data-rich workflows that prefill data into processes such as patient intake, patient referrals, waitlists, equipment requests, and financial agreements. Learn how to significantly reduce missing information, illegible handwriting, faxes, broken processes, niche products, and unhappy people, all with Formstack Streamline.
Learn More

Formstack Streamline for Healthcare

Connect and Harness Your EHR Data

Formstack Streamline empowers IT teams across healthcare organizations to integrate their EHR systems with our platform to build secure, data-rich workflows that prefill data into processes such as patient intake, patient referrals, waitlists, equipment requests, and financial agreements. Learn how to significantly reduce missing information, illegible handwriting, faxes, broken processes, niche products, and unhappy people, all with Formstack Streamline.
Learn More

Formstack Streamline for Healthcare

Connect and Harness Your EHR Data

Formstack Streamline empowers IT teams across healthcare organizations to integrate their EHR systems with our platform to build secure, data-rich workflows that prefill data into processes such as patient intake, patient referrals, waitlists, equipment requests, and financial agreements. Learn how to significantly reduce missing information, illegible handwriting, faxes, broken processes, niche products, and unhappy people, all with Formstack Streamline.
Learn More

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