DOCUMENT MANAGEMENT
Offer statuses
Won, lost, in progress. You can describe each offer this way to better understand your work progress. By default, a sent proposal will appear on your dashboard with an "In progress" status; you can change this status yourself to better reflect the situation.
Using Won/Lost statuses will help you better organize your work and assess the chances of meeting your sales target. You certainly know this mechanism well from CRM systems.
Statuses also serve as filters, allowing you to sort offers by Won, Lost, and In Progress. This helps maintain order and stay on top of the flood of sends and responsibilities.
Related features
Nothing is lost in nature, and nothing is lost in Sellizer either. All your activities are archived on cloud servers, so you can always go back to your past contacts and retrieve offers and Clients you worked with months ago, or share them with other team members.
Is the huge number of sent offers making you lose track? That won't happen! We've provided you with filters that will allow you to quickly sort and find individual documents.
Regardless of the device you use, the place or situation you're in, your offers and open sales opportunities are always within reach. Sellizer works in the cloud, which means it's always close to you.
Upload once, use whenever you need – by yourself or with your entire team. The document module in Sellizer lets you store and share the sales files you need without storage limits or time restrictions. Your documents are completely safe and always at hand.
An offer can take many forms and definitely more than one file format. Sometimes you send a table, sometimes a spreadsheet, other times explanations in text form or visualizations as graphics. Now Sellizer, in addition to the good old .pdf, supports many other file extensions that you use daily, e.g. .docx, .pptx, .xlsx, .png.