Proposal & Quoting Software.
Close deals faster with less friction.
Every day a proposal sits in a client's inbox is a day you could lose the deal. We build quoting systems that let your team produce accurate, professional proposals in minutes — complete with dynamic pricing, e-signature, and real-time status tracking.
Capabilities
Everything you need to execute.
We don't just provide advice; we build the systems and infrastructure required to turn strategy into measurable operational reality.
Proposal Builder
Drag-and-drop proposal templates with brand-consistent design, pre-approved copy blocks, and product/service line items.
Dynamic Pricing Engine
Configure pricing rules, volume discounts, and margin floors so reps always quote accurately without manual calculations.
E-Signature Integration
Clients sign proposals directly from their inbox — no printing, no scanning, no chasing. Signed documents are stored automatically.
Real-Time Status Tracking
Know exactly when a client opens your proposal, how long they spend on each section, and when to follow up.
CRM Integration
Proposals sync directly with your CRM — opportunities update automatically when a quote is sent, viewed, or signed.
Approval Workflows
Large deals require sign-off? Route proposals through internal approval chains before they reach the client.