QuickPull
QuickPull is document generation software that allows users to easily create customizable proposals, quotes, invoices, and other sales documents. It integrates with popular CRMs and includes features like merge tags, templates, and collaboration tools.
document-generation
templates
proposals
quotes
invoices
crm-integration
collaboration
QuickPull: Document Generation Software for Customizable Proposals & Sales Documents
QuickPull allows users to easily create customizable proposals, quotes, invoices, and other sales documents, integrating with popular CRMs and featuring merge tags, templates, and collaboration tools.
What is QuickPull?
QuickPull is a software that helps businesses streamline and automate their document creation process. It enables users to easily generate professional proposals, quotes, statements of work, invoices, and other sales and administrative documents tailored specifically for the customer.
Key features of QuickPull include:
- Customizable templates and forms - Choose from an array of beautifully designed templates or create your own from scratch using an intuitive drag-and-drop editor.
- Data integration - Seamlessly connect QuickPull to databases, CRM, accounting tools and other data sources via API/Zapier to automatically pull in relevant information.
- Merge tags - Personalize documents in seconds by adding merge tags that automatically populate customer names, addresses, order details, terms, pricing and more.
- Collaboration tools - Assign document drafts for peer review and approvals or collaborate with stakeholders in real-time.
- E-sign and version control capabilities
- Analytics on document performance
With QuickPull, sales & operations teams can generate personalized, compliant proposals & contracts at scale, reduce human errors, track document performance and close deals faster. It helps streamline repetitive documentation processes for improved efficiency and consistency across the organization.
QuickPull Features
Features
- Document generation
- Customizable templates
- CRM integration
- Merge tags
- Collaboration tools
Pricing
- Subscription-Based
Pros
Saves time creating sales documents
Increases productivity
Easy to customize
Integrates with CRMs
Collaboration features
Cons
Can be pricey for small businesses
Steep learning curve
Limited free version
Formatting issues
Official Links
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