Quote, Proposal, and Contract Generation

Your sales reps can lose valuable time preparing quotes, proposals, contracts, and other documents. In the midst of a hurried workday, they can also make mistakes that can cost you deals or margins.

RightNow solves these problems by automating document creation tasks. By doing so, it significantly boosts sales staff productivity and protects you from a wide range of business risks.

RightNow's complete document automation capabilities include:

Fully customizable document templates

RightNow enables you to define all kinds of business documents, from introductory emails to multi-part contracts. Users can modify these documents as required for each use with point-and-click ease.

Pricing rules and workflow controls

RightNow helps eliminate human error by allowing you to define pricing rules for your proposals and contracts. Workflow controls also let you prevent documents from leaving your office until they receive appropriate approvals.

Linked document repository

With RightNow, the documents your staff creates are linked to each customer record—so you can quickly review the terms of a sale or leverage the document someone created in an earlier situation to quickly and effectively address a new business opportunity.