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( votes)My company is looking for a new software that could create a proposal for a client that includes photos in it.
We do high end restoration work. The ideal workflow would be that the salesperson links photos to an opportunity/customer in a CRM. Then they create a proposal with line items: each line item would show the photo and a description/pricing of the work to be done.
The Quote tool in Hubspot for example doesn't allow photos for example. PandaDoc/Proposify allow you to add photos in later, but photos won't stay associated with an opportunity or customer. Salesforce might work but only with a customized solution plus the SharinPix app.
The proposal itself doesn't have to look that nice but it needs the photos in there!
submitted by /u/Lost-Database-699
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