What teams do here
- Templates
- eSignature-ready
- Tracking
- Won deal handoff
Module · Proposals
Proposals inside one operating platform
Send branded proposals connected to CRM and sales records. Proposal views, comments, and acceptance update the opportunity and can trigger project setup.
In this module
Built to share data with every other module
How it connects
- Draft from the opportunity
- Share with the buyer
- Win and start delivery
Keep exploring the ecosystem
Other modules in the same workspace
CRM
Customers, contacts, and account history live in the same workspace as sales and delivery.
Sales
Pipeline, opportunities, and forecasts sit beside CRM, proposals, and projects.
Project Management
Plan delivery against the clients and contracts you already sold.
Task Management
Assign work across teams without leaving the operating platform.
Time Tracking
Capture billable time that flows into invoices automatically.
Estimates
Scope work and convert approved estimates into projects and invoices.
One workspace
See Proposals with the rest of your business
Proposals is a connected module — not a standalone app — so records stay shared across CRM, delivery, and finance.