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Proposal Software
Create professional proposals, email them, and track the full lifecycle.
- Create and edit proposals
- Email delivery and customer response
- PDF and customizable templates
- Discounts and pricing
Key features
Core capabilities and benefits this solution delivers.
Create and edit proposals
Manage buyer details, dates, validity, notes, and line items in one form. Search the catalog to add rows with automatic name, unit, quantity, price, and tax—or add free-text service lines. Totals and taxes calculate live.
Email delivery and customer response
Send to the customer inbox; they open a secure link, review totals, and accept or decline in one click. Responses update status and can trigger notifications. Send and view timestamps are logged.
PDF and customizable templates
Produce branded PDFs with configurable logo, headline copy, palette, and footer fields. Attach to email or offer a download link.
Discounts and pricing
Line-level percent or amount discounts plus an optional document discount. Taxes follow workspace and product rules with inclusive or exclusive display.
Currency and FX
Amounts default to workspace currency. Optional dated exchange rates let you show alternate currencies or annotate FX on the document. Live-rate integrations can supply current values.
Status and validity
Track draft, sent, viewed, accepted, declined, and expired states from a single list. Mark expired quotes manually or in bulk when validity ends; history shows customer engagement.
7 Details
How does the proposal flow work?
The Proposal module speeds sales and keeps customer conversations structured. Below is the lifecycle, pricing options, and integrations at a glance.
