Welcome to our proposal management platform! We understand the importance of presenting your proposals professionally and tracking their progress seamlessly. Think of the Proposal section as your personal sales magician—turning ideas into polished documents that wow clients and get signed faster. Whether you’re crafting from scratch or picking a ready-made template, this is where words, numbers, and design come together to seal the deal.
No more clunky PDFs or guessing games about whether your proposal was even opened. Here, you create, send, and track—all under one roof.
Creating Proposals:
You’ve got options, and they’re all powerful:
Custom Proposals – Design your own, your way. Every word, every detail, yours.
Default Templates – Short on time? Pick a ready-to-use template and just tweak the details click here.
Upload Your Own – Already have a favorite format? Upload it and make it shine inside the platform click here.
Bonus: Tools and features let you tailor every proposal to your audience—making it persuasive, accurate, and visually on point.
Sending Proposals:
Get your proposal into the right inbox with just a click.
Send directly to leads from the platform—no messy email attachments.
Track proposal status in real time.
Click here to see how sending works (easy as sending a WhatsApp message).
Lead Tracking – See Who’s Interested:
Your proposals don’t just fly away into the void—you know exactly what happens:
See if your leads viewed or downloaded the proposal.
Track how many times and how long they engaged.
Click here to learn how to track every move.
Automation – Work Smarter, Close Faster Features:
Why chase when the system can do it for you?
Follow-Up Reminders – No more manual nudges. The platform reminds you (and them).
Expiry Alerts – Never let proposals go stale—set automatic expiration reminders.
Deal Sealing – Automation keeps you one step ahead, so no opportunity slips away.
Why You’ll Love It:
We’re not just a platform—we’re your proposal sidekick. Whether you’re a seasoned deal-closer or just starting out, this section is built to make proposals effortless and impactful.
Pro tip: The more you explore and experiment, the better you’ll get at crafting proposals that impress, persuade, and win.
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