Proposal Builder for Creatio is a tool designed to streamline the creation of deals, contracts, and proposals by incorporating loyalty programs tailored to individual customer needs. Users can configure loyalty programs and their specific conditions within Creatio, and seamlessly integrate them into contracts through automated business processes. Each proposal is built around one of the pre-configured programs, which includes defined conditions and benefits for the customer.

The tool's functionality includes various sections, lookups, system settings, and scripts, allowing users to customize programs, set parameters, apply discounts, and assign approvers. Additionally, system administrators can make non-structural adjustments using no-code tools for easy management.

Use cases:

Proposal Builder for Creatio will be helpful to a wide range of professionals and businesses that manage customer contracts, proposals, and loyalty programs. Below are several potential use cases:

• Sales Teams: Sales professionals can use this tool to quickly generate tailored proposals for customers. By leveraging pre-configured loyalty programs, they can easily incorporate appropriate discounts, benefits, and conditions into their proposals, streamlining the deal-making process.
• Contract Managers: For those responsible for drafting and managing contracts, this tool enables efficient customization of agreements. It ensures that each contract reflects the most relevant loyalty program conditions, ensuring compliance with company policies and customer expectations.
• Customer Relationship Managers (CRMs): CRM professionals can use the tool to offer personalized solutions to customers. They can build deals that align with specific customer needs and preferences based on available loyalty programs, enhancing customer satisfaction and loyalty.
• Marketing Teams: Marketing departments managing customer retention programs will benefit from the ability to set up loyalty programs and promotional offers that can be seamlessly integrated into proposals and contracts, improving the delivery of targeted campaigns.
• System Administrators: IT professionals and system administrators will appreciate the no-code configuration capabilities, which allow them to manage and adjust program parameters, discounts, and business processes without needing extensive technical expertise.

Key features:

• Custom sections, lookups, system settings and scripts that enable the users to configure programs, their parameters, discounts, approvers and allow system administrators to manage non-structural changes with no-code tools.
• Business process program selection page.
• Business process user task that maps the program conditions into a contract page.