Sales
Documents
Copying pricing into a Word template slows deals down and introduces errors. Ambivo Documents builds proposals, quotes and order forms from templates merged with your customer, product and pricing data. Send them, or pair them with E-Sign.
Customer journey
See how this fits the way your team works, from the first step to the result.
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 ERP.
Document generated
A finished PDF is ready to review, with the line items and terms already in place.
Sent for signature
Pair with Ambivo E-Sign to route the document for approval.
Signed & certified
A 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 ERP 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 ERP
- 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, made simple.
Explore CRMTry Documents on Ambivo
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