Proposal Creation
Create professional proposals with templates.
Proposal Send,
Track and Close.
All in One Platform.
Boost your sales with smarter proposal management. Quickly create proposals and leverage dynamic Word templates. Sending, tracking and managing the entire process is effortless.
Simplify & Accelerate Your Proposal Process
Create, send, and track proposals 3x faster
while improving sales performance.
Automated Follow-ups
Track status and automate follow-ups to speed deals.
Instant PDF & Email
Generate PDFs and send proposals instantly via email.
Discount & Pricing Options
Apply line-item and total discounts dynamically.
Revision Tracking
Track all changes and past versions of your proposals.
Invoicing & Payments
Convert proposals into invoices and track payments.
01
Create Proposals in Minutes
Use pre-built templates and automate pricing
calculations.
02
Send & Track Instantly
Generate PDFs and track real-time
client engagement.
03
Close Deals 3x Faster
Automate follow-ups and manage invoicing
seamlessly.
Manage Your Proposals Anytime, Anywhere with Our Mobile App
📱 Full Proposal Management On-the-Go
Take your sales process anywhere with our powerful mobile app! Whether you’re in a meeting or on the move, you can:
✅ Create, send, and track proposals instantly
✅ Get real-time notifications for approvals and updates
✅ Collaborate with your team using built-in Team Chat
✅ Manage tasks, invoices, and receivables effortlessly
✅ Stay on top of client interactions with automated reminders
🚀 Your entire sales workflow—right at your fingertips!
Create, Send & Track Proposals in
3 Simple Steps
Streamline your proposal process from creation to closing.
Faster, smarter, and more efficient.
Step 01
Create Proposals in Minutes
Use pre-built Word & One-Page templates with automated pricing to generate proposals in just 6 minutes.
Step 02
70% More Efficient Tracking
Achieve up to 70% efficiency in proposal tracking and overall management processes.
Step 03
Close 3X Faster Process
Proposal CRM users experience twice the deal closing rate, helping them secure more successful transactions with greater efficiency.
Start Winning More Deals with
Proposal CRM!
Create, send, and track proposals 3x faster.
No more manual work, just results.
