How to build a sales proposal in HelloGrowthCRM
Build branded, GST-compliant sales proposals. Reusable blocks, e-signature, one-click send and pay flow.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Commerce & Payments section to browse more guides, compare related tasks, and choose a better starting point.
View all Commerce & Payments guidesHelloGrowthCRM's proposal builder lets you assemble cover, scope, pricing, terms, signature pages from reusable blocks.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Pro tier or above
- •Brand kit configured
- •Clear proposal structure
- •15-30 minutes per proposal
- 1
Open Deal → Proposals → +New
Deal → Proposals tab → +Create proposal.
- 2
Pick template
Standard SaaS, Service engagement, One-time project, blank.
- 3
Cover page
Auto-populated: customer name, deal name, date, logo.
- 4
Add scope blocks
Drag pre-built: About us, Approach, Deliverables, Timeline.
- 5
Pricing table
Line items with quantity, unit price, GST. Auto-totals.
- 6
Terms and conditions
Reusable T&Cs. Payment terms, deliverable timing, IP, NDA.
- 7
E-signature block
Add signature fields for both parties.
- 8
Preview
Real-time render. Mobile responsive. PDF export.
- 9
Send
Email branded template, WhatsApp link, or direct.
- 10
Track
Sent / Viewed (with timestamp) / Signed / Paid.
Frequently asked questions
Multi-language proposals?▾
Yes — toggle language.
Custom branding?▾
Settings → Brand. Applies to all.
Approval workflow?▾
Pro+ workflow: route for internal approval before sending.
Reuse winning proposals?▾
Save as template. Build library.
PDF or HTML?▾
Both. PDF for formal sign; HTML for tracking.
Razorpay payment in proposal?▾
Sign and pay CTA: signs + redirects to Razorpay.
Related articles
See it in product
Try it yourself
Start a 14-day free trial of HelloGrowthCRM — no credit card required. You'll have everything you need to follow this guide.
Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Commerce & Payments or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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