At Relatas we realised that the the CRM should also help our users with Online proposal creation and sharing. So starting today, Relatas users can now create Online proposals, invoices, sales orders and link them directly to the opportunity.

These documents can also be linked to your Master Data like:

  1. Master Product
  2. Master Customer
  3. Master Account

The Admin needs to first create the template:

  1. Integration of Master Data. With this, consistency of account information can be maintained across all the Proposals/ Quotations/documents sent to your customers.
  2. Documents tab under opportunity details shows all the documents linked to particular opportunity.
  3. Copy individual field elements.
  4. Option to choose font types for text fields.
  5. Resize and drag fields which helps in faster creation of document templates.
  6. Bug fixes and performance improvements.
  7. When some field is resized, the same element can be moved in its old resized position.
  8. Copy paste in text area content can be edited
  9. Auto expand and collapse of text area based on its content.
  10. The text area cells can be auto adjusted (min height and width will be set by admin) based on the content.
  11. Divider color is reflected in documents as set in document template.

Go ahead and create your first online proposal and see how Relatas pulls in the information from your opportunity and creates the proposal for you.

About Relatas

Relatas is the Sales AI platform that successful B2B sales teams use for Sales Forecasting, Account Management and Sales Execution using Relationship Intelligence and AI. Relatas helps Sales Professionals sell better and faster, with NO-DATA-ENTRY & helping Sales Managers reduce revenue loss and better sales forecasting.


To know more about how Relatas can help you sell better or for a personalized demo, send us a mail: