Generate professional, branded proposals from deal data in minutes — not hours.
A slow proposal is a lost deal. In competitive Indian B2B markets — IT services, real estate, manufacturing equipment — the first company to put a professional, complete proposal in front of a prospect frequently wins, even if their solution isn't the best on every dimension. The proposal builder removes the main bottleneck in proposal creation: it pulls all the relevant data (contact name, company, product selected, agreed pricing, terms) from the deal record and populates a professional template instantly.
The engagement tracking component changes the follow-up conversation. Instead of calling 3 days later and asking 'did you review the proposal?', the rep knows the prospect spent 12 minutes on the pricing page and sent the document to 3 colleagues. That's a buying signal — and it triggers an immediate call, not a scheduled one. Proposal engagement tracking converts more deals at a higher velocity than any other single change most teams can make.
One-Click Proposal from Deal Record
Pull contact name, company, product, pricing, and deal details from the CRM into a branded proposal in one click.
Branded Template Library
Maintain a library of proposal templates with your branding, product sections, and standard terms.
Interactive Pricing Tables
Add configurable pricing tables where prospects can select tiers — removing back-and-forth over customised pricing.
Proposal View Tracking
Know when the prospect opens the proposal, how long they spend on each section, and which pages they return to.
E-Signature Collect
Collect a digital signature on the proposal without leaving the CRM or needing a separate DocuSign account.
IT services company cutting proposal preparation from 4 hours to 20 minutes
A Pune IT services company's BDMs were spending 4–5 hours preparing each RFP response — customising Word templates, pulling pricing from spreadsheets, formatting for the client's industry. With the proposal builder, the same quality proposal is generated in 20 minutes using standardised templates. BDMs now spend that saved time on additional discovery calls — pipeline input increased 40% with no change in team size.
Real estate developer catching the post-site-visit window
A builder in Pune found that prospects who received a payment plan document within 2 hours of a site visit converted at 3x the rate of those who received it 24 hours later. The proposal builder reduced the time from site visit to document delivery from 'when the sales manager gets back to the office' to 4 minutes from the rep's mobile. Booking conversion from site visits improved significantly.