Proposal Management

Create, send, and track business proposals with a comprehensive proposal management system

Proposal Management

Overview

The Proposal Management module in Custojo provides a comprehensive solution for creating, sending, and tracking business proposals. This powerful module helps you streamline your proposal process, present your products and services professionally, and win more business by converting proposals into deals and invoices.

Note:

The Proposal Management module serves as a central hub for all proposal-related activities, making it easier to manage your sales pipeline and convert prospects into customers.

Key Features

  • Proposal Creation: Create professional proposals with customizable templates
  • Proposal Templates: Use and customize pre-built templates for different types of proposals
  • Digital Signatures: Allow clients to sign proposals electronically
  • Proposal Tracking: Monitor when proposals are viewed and signed
  • Conversion to Invoice: Convert accepted proposals to invoices with one click
  • Proposal Customization: Personalize proposal appearance with your branding
  • Product & Service Integration: Easily add products and services to proposals
  • Tax Calculation: Automatically calculate taxes based on configured rates
  • Discount Management: Apply discounts to individual items or entire proposals
  • Multi-Currency Support: Create proposals in different currencies
  • Proposal Attachments: Attach supporting documents to proposals
  • Proposal History: Maintain a complete history of all proposals and their status

Proposal Management Features

Proposal Creation

Create professional proposals quickly and efficiently.

Creation Features:

  • Intuitive proposal builder
  • Product and service line items
  • Automatic tax calculation
  • Discount application
  • Terms and conditions
  • Expiration date setting
  • Customer information auto-fill
  • Proposal numbering customization
  • Proposal preview before sending
  • Cover page customization

Proposal Workflow

1

Create a Proposal

Generate a new proposal with client information, products/services, and terms.

2

Review and Customize

Review the proposal details and customize as needed (add discounts, notes, etc.).

3

Send to Client

Send the proposal to the client via email or generate a shareable link.

4

Track Engagement

Monitor when the client views the proposal and which sections they focus on.

5

Follow Up

Send follow-up messages based on client engagement with the proposal.

6

Get Approval

Receive client approval through electronic signature or formal acceptance.

7

Convert to Invoice

Convert the accepted proposal to an invoice or project with one click.

Proposal Customization

The Proposal Management module provides extensive customization options:

  • Proposal Templates: Choose from multiple professional templates
  • Branding: Add your company logo, colors, and fonts
  • Custom Sections: Create custom sections for different types of information
  • Terms & Conditions: Include standard or custom terms and conditions
  • Cover Pages: Design custom cover pages for proposals
  • Thank You Pages: Include personalized thank you messages
  • Proposal Numbering: Customize proposal number format and sequence
  • Email Templates: Personalize proposal email templates
  • Language Options: Create proposals in multiple languages
  • Currency Formatting: Customize how currency amounts are displayed

Digital Signatures

The Proposal Management module includes robust electronic signature capabilities:

  • Electronic Signatures: Allow clients to sign proposals electronically
  • Multiple Signatories: Support for multiple signature fields
  • Signature Timestamps: Record when proposals are signed
  • Signature Verification: Verify the authenticity of signatures
  • Signature Notifications: Receive notifications when proposals are signed
  • Signature History: Maintain a record of all signatures
  • Signature Reminders: Send reminders for unsigned proposals
  • Mobile Signing: Support for signing on mobile devices
  • Signature Fields: Customize signature field placement
  • Legal Compliance: Ensure signatures comply with legal requirements

Integration with Other Features

The Proposal Management module integrates seamlessly with other Custojo features:

  • Customer Management: Link proposals to customer profiles
  • Product & Service Management: Add products and services to proposals
  • Invoice Management: Convert accepted proposals to invoices
  • Project Management: Create projects from accepted proposals
  • CRM: Track proposal history in customer relationship management
  • Accounting Management: Update accounting records when proposals are accepted
  • Reporting: Include proposal data in sales and financial reports

Best Practices

  • Create clear, detailed proposals that address client needs
  • Use professional templates that reflect your brand
  • Include all necessary information about products, services, and terms
  • Set clear proposal expiration dates
  • Follow up promptly after sending proposals
  • Track proposal engagement to gauge client interest
  • Use proposal analytics to improve future proposals
  • Convert accepted proposals to invoices or projects promptly
  • Maintain a library of successful proposals for reference
  • Regularly review and update proposal templates

Proposal Reporting

The Proposal Management module includes powerful reporting capabilities:

  • Proposal Summary: Overview of all proposals by status
  • Conversion Rates: Analysis of proposal acceptance rates
  • Revenue Pipeline: Projected revenue from outstanding proposals
  • Time to Acceptance: Average time from proposal to acceptance
  • Client Engagement: Analysis of how clients interact with proposals
  • Template Performance: Comparison of different template success rates
  • Sales Rep Performance: Proposal metrics by sales representative
  • Product/Service Analysis: Most frequently proposed products and services
  • Proposal Value Analysis: Breakdown of proposal values and averages
  • Custom Reports: Create tailored reports for specific needs

For more information on setting up and configuring the Proposal Management module, see the Proposal Setup Guide guide.