Sales proposal software for service businesses

BEAM PROPOSALS AND QUOTES

Sales proposals for services businesses

Beam creates instant sales proposals with appropriate pricing based on deal context in your CRM, meeting transcripts and Slack.

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Here's how Beam is way better than PandaDoc, Qwilr or Proposify

BEAM AI

Beam AI writes out proposal sections automatically

Beam AI takes context from your CRM and meeting transcripts to write out scope, implementation and other sections in your proposals automatically.

BEAUTIFUL PROPOSALS

Hundreds of templates to choose from and set up help

Beam comes with a library of proposal templates, thousands of icons, shapes and styles, so you can personalize proposals without anyone's help.

BUYER ENGAGEMENT

Get notified when buyers engage with your proposals

Beam notifies your team on email and Slack when buyers view or engage with your proposals. Your team can decide the next course of action to get the pipeline moving.

We'll take care of your proposals. You can worry about the big stuff.

AI content blocks

Configurable AI content blocks for sections that need to be generated based on CRM context or meeting transcripts.

Design library with thousands of icons

Beam has a native library with thousands of design elements and shapes, so you can design your proposals natively.

Personalize proposals with data from CRM

Bring names and other variables from HubSpot into your proposals automatically.

Signatures to close your deals

The obvious is covered. Insert signature blocks anywhere in your doc to seal your deals.