Sales Proposal Software | Engage with your clients

Sending a proposal is a key moment in any sales team journey. You need to present your offer in the best way and start a fruitful discussion with your clients to maximize your chances of closing the deal. Unfortunately, sales proposals are still shared by email, which brings confusion and doesn’t facilitate collaboration.

TakeTurns brings a collaborative approach to sharing your sales proposal and engaging with your prospects and clients on all aspects of your deal: Negotiation, joint-authoring of a success plan, project plan, collaterals…

TakeTurns is the perfect complement to your CRM for all client-facing collaborations.

Learn how to improve your sales proposals

TakeTurns also helps you support
‍presales or contract negotiation.

Get Full Visibility Into Opportunities with the Collaboration Ledger
TakeTurns is built on an immutable and secure ledger. It’s a timeline of your collaborations with prospects and customers. It gives you full visibility by recording every document you share, review, or revise, and every message you exchange.

Stop emailing, start inviting

Invite your prospects and clients to a secure workspace where you share your Sales Proposal and all relevant documents. All they need to do is verify their email address. Passwordless invites are easy and secure.

There's only one thread per client for your deal. It's clear and transparent for everyone.

No more confusing cc: lists. You know who's in each party and what their roles are.

Share sales proposals with clients in TakeTurns

Negotiate sales proposals with clients in TakeTurns

Share and negotiate docs turn-by-turn

It's always clear whose turn it is to work. You trade control with your client over the sales proposal to request and review documents. Should questions arise, use the built-in chat to start a discussion.

Your clients can upload revisions of your docs or add new ones. TakeTurns replaces the disorganization created by email.

Track versions automatically

Each party can upload revisions of documents as part of the negotiation. TakeTurns automatically tracks versions so you always know who did what and when.

No more confusion on which is the last version of a file

Track sales proposals versions in TakeTurns

See the big picture

With Recap, all participants can see a complete timeline of the deal progress to understand who did what and when.

Recap is great to keep track of a process, but also to get new joiners up to speed.

One-click archiving

When your deal is closed (congrats!), wrap it up to formally close it and generate a full archive with all documents and messages between parties.

Save hours of manual archiving of emails and attachments

Improve the experience for you and your customers

Structured

Engage with your customers

Each sales proposal is isolated in a TakeTurns collaboration so you know whose turn it is to work and how it is progressing.

Secure

Avoid being buried in email threads

With TakeTurns, you maintain a clear line of communication with your prospects clients to share files, request documents or even discuss issues with the builtin chat.

Transparent

Keep the history of all your deals

By keeping all the documents, messages, content related to your deals in one place, both parties have complete visibility into the progress towards closing.

Sales Proposal

Stop emailing, start inviting

Share and negotiate docs turn-by-turn

Track versions automatically

See the big picture

One-click archiving

Learn why sales teams are adopting TakeTurns
as their go-to collaboration app

The Sales Ops Revolution: How Structured Asynchronous Collaboration Elevates Sales Efficacy

Realizing the Promise of Your Sales Methodology

eSignature is not enough: the rise of pre- and post-signature automation

Improve the experience for you and your customers