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SalesARC Solutions

SalesARC Propose · Step 3 of 3 · Convert

Quote the way you actually sell — without rebuilding the spreadsheet every time.

Sub-assemblies, volume tiers, multi-year terms: today you rebuild them by hand in a spreadsheet and re-key them into the CRM after the win. Build your pricing once. Every quote pulls it, your buyer e-signs, and the signed PDF files itself to the CRM. Quoting and e-signature from $99/mo.

Step 3 · Convert — one quote, start to finish

One worked quote, walked through.

We had to quote this way ourselves: assemblies, volume steps and multi-year service agreements, in a spreadsheet, at midnight. Quoting and e-signature from $99/mo; assemblies, volume tiers and the deal room from $249/mo; multi-year escalators on Enterprise, set up with a strategist.

  1. A quote in SalesARC Propose with sub-assemblies expanded, showing costs and margins
    Quote detail — sub-assemblies expanded

    The build

    Sub-assemblies with real costs and margins.

    Price the build once, with the margin on every line in front of you before the quote goes out.

  2. Phased volume pricing tiers on a quote in SalesARC Propose
    Quote detail — volume tiers

    The volume

    Volume discounts that step down over time.

    Phased pricing on the same quote. No second spreadsheet.

  3. A multi-year rate schedule with escalators on a quote in SalesARC Propose
    Quote detail — multi-year escalator schedule

    The term

    Multi-year rate schedules with escalators built in.

    The escalators live in the quote, so nobody recalculates year two by hand.

  4. The deal room in SalesARC Propose with buyer comments and the e-signature step
    Deal room — comments and e-signature

    The close

    Your buyer comments, signs, and the PDF files itself.

    The signed document lands on the contact in the CRM. Nothing gets re-keyed after the win.

The terms

Setup fee, monthly retainer and yearly terms, shown as you priced them.

Mark each line one-time, monthly or yearly. The totals, your buyer’s page and the PDF read it back plainly, for example “$2,000 one-time + $500/mo”, so nothing is explained in a follow-up email.

Filed back to the CRM

You build the pricing once. Every quote pulls it, and every signed PDF files itself.

The product tables and pricing you build in the playbook become the line items in your quotes, and the signed document files itself to the contact in Prospect. Nothing gets re-keyed by you after the win.

Pricing

Month to month. Sits on Prospect.

Step 3 of 3. Propose requires SalesARC Prospect underneath it (step 2), and the pricing it pulls comes from your Playbook (step 1). Quote from the spreadsheet instead, and the next bid is lost on turnaround time.

SalesARC Propose

Month to month

Propose requires SalesARC Prospect underneath it.

Basic

$99/mo

  • Branded quoting & contracts
  • E-signature with audit trail — signed PDF filed to CRM
  • Light deal pipeline
  • PDF export & tracked share links

Standard

$249/mo

  • Full deal pipeline
  • Assemblies & sub-assemblies (BOM)
  • Volume discount tiers
  • Deal room: buyer comments & file exchange

Enterprise

$749/mo

Custom assemblies and rate cards are configured with a strategist.

  • Custom quote builder — ultimate flexibility
  • Recurring revenue, year-over-year escalators
  • Multi-year rate schedules & approvals
  • Dedicated onboarding & catalog import

See every tier

Quotes go out in minutes, your buyer signs, and the signed PDF files itself to the CRM.

Trusted by The Rock Group, Fasturtle and Phoenix Strategy Group — and we run our own outbound on SalesARC.

From $999 once · Basic and Standard check out online, no sales call first · Export your data on every tier