My Proposals & Real-Time Deal Tracking
Build, send, and track client proposals in real-time with instant view alerts, pricing packages, and digital contract signing.
My Proposals
Track and manage client proposals
No proposals yet
Create your first proposal to track client deals
What You Get in My Proposals
Create itemized client proposals, track open/viewed status, and measure deal win rates.
Custom Proposal Builder
Generate custom proposal documents with itemized pricing, custom currencies, and scope details.
Real-Time Status Pipeline
Filter proposals across Draft, Sent, Viewed, Accepted, Rejected, and Expired tabs with instant tally counts.
Client Directory Linking
Connect proposals directly to prospects in your lead management hub to track total deal revenue per account.
Deal Value & Win Analytics
Monitor total pipeline proposal value alongside accepted deal revenues and win-rate metrics.
Ready to Turn More Leads Into Paying Clients?
Consolidate your leads, outreach, follow-ups, meetings, and proposal tracking into one intelligent CRM workspace today.