Proposal Plan for Financial Services

    • Live Salesforce Data

      The Salesforce Record Live App allows you to view, update, and discuss field data for Salesforce records.

    • Project Tracking

      Drive deals forward by combining checklists, due dates, and project tracking apps into actionable deliverables.

    • External Sharing

      Share close plans with your customer and extended team to get the deal across the finish line faster.

    Win contracts faster by combining live data, action items, and collaboration in a single view.

    As the role of a financial advisor becomes increasingly complex, it’s important to have a streamlined closing process so that important deals don’t get mismanaged or client relationships suffer. Having an organized template that outlines your exact proposal and closing process is a great way to make sure your advisors can easily move deals across the finish line. From the initial quote to the last legal review, templated business processes in Salesforce make it easy for teams to take the correct steps, focus on the plan, and close deals more efficiently.

    Some components within this template require a Quip for Customer 360 license. Visit our pricing page for more information on editions and licensing.

    • Live Salesforce Data

      The Salesforce Record Live App allows you to view, update, and discuss field data for Salesforce records.

    • Project Tracking

      Drive deals forward by combining checklists, due dates, and project tracking apps into actionable deliverables.

    • External Sharing

      Share close plans with your customer and extended team to get the deal across the finish line faster.