Everything You Need for Smarter Proposals
Proposal CRM is designed to help businesses create, manage, and track proposals effortlessly. With automation, customization, and seamless integrations, closing deals has never been easier.
Effortless Proposal Creation
Use ready-to-go templates and automate calculations for fast, professional proposals.
Seamless Collaboration & Tracking
Track proposal status in real-time and collaborate with your team effortlessly.
Faster Approvals & E-Signatures
Secure approvals with integrated e-signatures and automated follow-ups.
Everything You Need for Smarter Proposals
Key Features
Proposal CRM is packed with advanced features designed to help you create, send, and track proposals effortlessly. From automation and integrations to real-time tracking, our platform ensures a seamless experience that saves time and boosts efficiency.
📄 Create Custom Proposal Templates from Your Word Files
Transform your existing Word documents into reusable proposal templates. Easily update customer details, pricing, and validity dates with dynamic fields—no more manual edits!
📩 Send & Track Proposals Instantly
Generate proposals in seconds, convert them to PDFs, and send them via email directly from your CRM. Track proposal statuses such as Draft, Sent, Revised, Approved, Invoiced, and Reminded in real-time.
📊 Sales Activities & Opportunities
Go beyond proposals with full CRM capabilities. Track sales activities, manage sales opportunities, and improve your conversion rates with insightful analytics.
✅ Task Management for Teams
Assign tasks to team members, track progress, and ensure nothing falls through the cracks. Keep everything organized with a Trello-style task board featuring To Do, Doing, and Done statuses.
💰 Invoicing & Receivables Tracking
Seamlessly convert proposals into invoices with a single click. Track outstanding receivables and stay on top of your revenue.
🚀 Powerful Dashboard: Proposal & CRM Monitoring
Gain real-time insights with a centralized dashboard tracking proposals, sales activities, and opportunities. Monitor team performance, sales rep activity, and proposal acceptance rates at a glance.
📄 Flexible Discounts & Dynamic Pricing
Apply global or line-item discounts directly within proposals. Ensure accurate pricing while maintaining complete control over your sales process.
💬 Team Chat for Collaborative Proposal Management
Enhance teamwork with built-in Team Chat for proposals! Sales team members can add comments, discuss revisions, and provide real-time feedback directly within each proposal.
⏳ Automated Proposal Reminders
Never let a proposal go unnoticed! Set up automatic reminders to follow up with clients after a predefined period. Ensure timely decisions and increase your proposal acceptance rate without manual effort.
📧 Dynamic Email Templates for Proposals
Save time with dynamically generated email templates! When sending a proposal, the email content is automatically populated with relevant details using dynamic fields.
✅ One-Click Confirmation
When you send a proposal via email, your client receives a unique confirmation link to easily approve the proposal with a single click. No need for additional emails or manual confirmations—streamline the approval process.
📱 Your Proposals, Anytime, Anywhere with Our Mobile App
Stay in control of your sales process with our fully featured mobile app. Create, send, and track proposals on the go, collaborate with your team in real-time, and never miss an important update—all from your phone.