This comprehensive tool offers a streamlined approach to registering and monitoring deals, ensuring that every potential opportunity is captured and managed effectively.
Tailored to handle a variety of deal types, from new business ventures to upselling and cross-selling initiatives, this form provides a versatile platform for deal management. With its intuitive interface and customizable fields, you can easily capture essential information such as company details, contact information, deal specifics, and partner involvement, if applicable.
One of the key features of this form is its ability to categorize deals based on size, type, and priority level. This categorization allows for better organization and prioritization of deals, ensuring that resources are allocated efficiently.
Say goodbye to cumbersome paperwork and hello to a streamlined deal registration process that enhances collaboration and drives results.
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Flexible Forms
Convenient responsive modern forms, featuring tabs, section and column permissions, dynamic rules, repeating sections, electronic signatures and input validation, while keeping all your data safely inside SharePoint.
Smart dynamic SharePoint forms provide an exceptional user experience, improve data quality and simplify business processes, saving you valuable resources.
Intuitive Automation
Replace complex SharePoint and Power Automate workflows with simple, but versatile Actions to create and update data inside SharePoint and in a variety of integrated applications, such as Exchange, MS SQL, Teams and many more.
By reducing the learning curve, you empower more people in your organization to create and manage business solutions, successfully removing bottlenecks.
Clear Reporting
Present data as actionable insights with detailed shareable reports, dashboards, KPIs, calendars and charts.
Everyone is able to visualize information in an accessible fashion, improving responsiveness and accountability.
100’s of Templates
