Build and update proposals in Smart Pricing Table.
Neo reads and builds Smart Pricing Table proposals: pages, pricing, add-ons and packages.
What Neo does with Smart Pricing Table.
Proposals and templates
Neo reads proposals and templates, and creates proposals from a template.
Pricing tables
Neo adds and edits groups, line items, add-ons, discounts and packages.
Pages and library
Neo writes proposal pages and keeps your line item library current.
Concrete work Neo handles in Smart Pricing Table.
Proposal drafting
Neo creates a proposal from your template with the client and priced lines.
Price changes
Neo changes line item, add-on and package prices in a proposal or the library.
Proposal questions
Neo answers what a proposal holds: its pages, pricing, options and status.
Set it up with Neo.
Connect Smart Pricing Table
Enter the credentials the Smart Pricing Table card on Neo's Integrations page asks for. The setup guide shows where to find each one.
Start from a use case
Open the Smart Pricing Table card's "What Neo can do" tab and press Set up with Neo on the job you want.
Build it with Neo Support
Neo Support picks the tools and the Smart Pricing Table access the job needs, and builds the agent with you.
Questions about the Smart Pricing Table integration.
What does Neo need to connect to Smart Pricing Table?+
The credentials the Smart Pricing Table card on Neo's Integrations page asks for, from your Smart Pricing Table account. The setup guide shows where to find each one.
How do I set up one of these use cases?+
Connect Smart Pricing Table, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.