A digital workspace streamlining
CRE prospecting and proposals
Papertrade helps you mitigate time spent on labor intensive work, improving your deal flow and helping you grow your revenue faster.
Smarten your workflow...
Private Lead Sheet
(PLS)
A digitized lead sheet to help you manage your prospects that are private to you and/or your team before you enter into the company CRM. A great way to track you personal information.
Agreements & Proposals
Create proposals in
real-time with your team using tools that will automate and expedite the negotiation process. Save time and close more deals.
reimagine how you work.
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Fully customizable spreadsheets
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Individual, team, and/or company sharing
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Real-time team collaboration
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Centralized company and contact storage
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High-volume personalized email outreach
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API integrations to enhance data and sync with your CRM
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Customizable & automated notifications
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Top notch data security
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Work smarter, and harder
Stay efficient & organized
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Proposal template management
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Easily download to Word or PDF
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Automated document formatting
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Drag and drop verbiage & templates from your Glossary
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Communicate in real-time with group chats
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Auto-saved and organized document versioning
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Always one shared version saved in an organized folder
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Automatically track changes (beta)
Features you need, when you need them most.
Contact Management
Log your leads into a smart spreadsheet that is tailored specifically for your sales needs. Create lists of your contacts to manage.
Organized Doc Versioning
Work off one draft that is a real-time centralized version so nothing is lost in translation and documents are generated efficiently, mitigating time between negotiations.
Mail Merge
Create shortlists of prospects and send out personalized emails to all contacts selected within seconds. Use tags like {{First_Name}} to personalize individual emails and save templates for rapid prospecting.
Document Creation
No more worrying about formating documents. When you start to type, your text is automatically formatted for you in a professional and customizable layout.
Automations
Customized automations to match your sales habits. Set email delivery dates, reminders, and more.
Glossary & Templates
Store clauses for your proposals within your personal and/or shared Glossary. Drag & drop verbiage into a proposal/contract and save templates.
Getting started is easy.
1. Sign Up
Create an account in seconds. Just enter in your information.
2. Upload your information
Easily upload clauses, and templates. Have your work ready to go.
Interested in an Enterprise account for your company?
Enterprise accounts are customized around your company and team needs. We'd love to help!
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Any questions? Want a demo? Let us know.
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