Finance and Insurance industry is a very specific market which deals mostly with services and requires dedicated features to answer clients requests.
Facilitate the way your clients look for the right service by offering them an advanced solution to compare services with some highlighted information. They could find easily the service they are looking for and even ask different seller about the same service.
All of your clients can create a Request For Proposal (RFP) and precise their needs to get a personalized answer. The entire exchange is managed on the platform and your client can easily take a decision.
The process which follows the RFP is also managed on the marketplace, in a contract workflow. This feature can almost deal with any type of services and enable to manage signature on documents, milestones and invoices.
Email : firstname.lastname@example.org
212 E 10th street, suite 5A,
10003, NYC, New-York
3 place Simone Veil,