Sales
Documents
Copy-pasting pricing into Word templates slows deals down and introduces errors. Ambivo Documents lets sales teams build proposals, quotes, and order forms from templates merged with customer, product, and pricing data — ready to send or pair with E-Sign.
Customer journey
See how this feature fits into the way your team works — from first step to the outcome that matters.
From template to signed document
See how Ambivo Documents turns live deal data into a proposal ready to send, sign, and file.
Template selected
Start from a reusable proposal, quote, or order template.
Data merged
Customer, product, and pricing fields pull in automatically from CRM and Commerce.
Document generated
A finished PDF is ready to review — no re-keying line items or terms.
Sent for signature
Pair with Ambivo E-Sign to route the document for approval.
Signed & certified
A tamper-evident, completed document comes back with a full audit trail.
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Attached to the deal
The signed file stores on the deal record with version history intact.
Key capabilities
Proposals and sales documents generated from live deal data.
Template merge fields
Pull customer name, line items, totals, and terms from CRM and Commerce automatically.
Quote-to-proposal flow
Generate documents from opportunities and orders without re-keying product or pricing data.
E-Sign ready
Send finished documents for signature and store the signed PDF on the deal record.
What you can do
- Reusable proposal and quote templates
- Dynamic merge from CRM and Commerce
- PDF export and customer delivery
- Version history on the deal record
- Integration with Ambivo E-Sign
Part of the Ambivo platform
Works with CRM
Lead management, pipeline visibility, and deal closing — without the complexity.
Explore CRMTry Documents on Ambivo
Free plan available. No credit card required.