Send the bid. Win the business.
Drastically increase your win rate by wowing your prospects with a professional proposal in minutes.
Increase win rate
by creating and submitting quotes faster
Impress prospects
with very detailed and personalized proposal documents
Optimize your sales process
by analyzing win rates for each type of quote
How to build an application for financial insitututions, banks, and credit unions
Create, update and email customized project bids or quotes while onsite
Create workflows to guide sales reps through creating a quote
Apply quote templates with your brand: import templates from MS Word
Sync data to Salesforce or other datasource
Work offline with automatic sync when connected again
Capture signatures, photos, or notes and connect to customer record
Learn how rapid application development can benefit your financial institution
Learn how rapid application development can benefit your financial institution
At Appify, we believe the solution to managing legacy technology is not to switch out of the systems your business relies on but rather to build a custom application that sits on top of existing systems and data with a user-friendly experience is a solution to these pain points. Appify allows you to harness the power of your existing systems, languages, and data, while serving modern needs of your team.
Use Case