Closing module
Proposal Management
Proposal Management turns your best proposal into a template the whole team can send. Templates are created once centrally, agents send proposals from the lead record, every revision is kept as its own iteration, and when the client accepts, the lead converts from the same screen.
Closing in motion
live- 01Template: Annual Licence v3
- 02Proposal sent from lead
- 03Iteration 2 — revised pricing
- 04Accepted → lead converted
2,640
Proposals sent
2.3
Avg. iterations
34%
Acceptance rate
In plain language
What proposal management means in practice
Proposal Management gives you a template library instead of a folder of personal documents. Sales leadership creates the proposal templates — pricing, inclusions, terms, branding — and every agent sends from those templates at the lead level, so what reaches the customer is always current and on-brand.
Use cases
How teams use it every day
One template, whole team
A new agent sends a correctly priced proposal on day two without asking anyone for the latest file.
Version-safe negotiation
Three rounds of discounting stay visible as iterations 1, 2 and 3 — nobody argues about which number was quoted.
Clean conversion
Acceptance on the proposal converts the lead, so won revenue and the accepted document are linked.
Moving from Word and PDF on local machines
Central templates, versioned iterations and proposal status visible in the pipeline.
Moving from An existing CRM
Proposal creation, iteration history and conversion in the core product rather than a quoting add-on.
How it works
From capture to closure
01
Build templates
Create reusable proposal templates with your pricing, terms and branding.
02
Send from the lead
The agent picks a template, personalises it and sends it against the lead — no offline documents.
03
Iterate
Every revision is stored as a new iteration, so the negotiation history is intact.
04
Convert
Mark the proposal accepted and convert the lead, with value flowing into pipeline and targets.
Capabilities
Everything in this module
- Reusable proposal templates created centrally
- Agents send proposals directly from the lead record
- Multiple proposal iterations maintained per lead
- Version history showing what changed and when
- Convert the lead the moment a proposal is accepted
- Proposal status visible in pipeline and reports
Why it wins
What competitors charge extra for
- Central proposal templates reused by every sales agent
- Multiple proposal iterations maintained per lead
- Proposal status visible in the pipeline, not in someone's mailbox
- One-step conversion when a proposal is accepted
B2B and MSME sales
Consistent, on-brand proposals from every agent, with version history for negotiation.
Multi-product teams
Separate proposal templates per product line, all sent from the same lead.
FAQs
Proposal Management questions, answered
Get started
See Proposal Management on your own data
We will configure a sandbox with your stages, products and roles so you can judge it on your own process — not a generic demo script.
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