Proposals: write a designed offer on your letterhead, send it, and see when the client opens it
A new sales document for the offer a price alone will not win. Create one from a lead, customer or deal, write it in a full-screen designer like Google Docs on A4 pages with your letterhead, header, footer and cover page, and send it with its PDF. The client reads it on any phone, accepts or declines online, and you see every time they open it.
14 days free · nothing to install · your data exports whenever you want
What it is
A quotation says what something costs, line by line. A proposal says what you would do, how, by when and on what terms: a cover page, your letterhead, free text, tables and pictures, with a value in any of your currencies.
Proposals live in Sales documents › Proposals and on a Proposals tab on every lead, customer and deal, numbered PRP/2026-27/0001 onwards.
Creating one
A short window
Subject, value and currency, and who it is for when it is started from the list. Created on and by are filled in for you.
Valid for
7, 15, 30, 45 or 60 days, as a lead offers follow-ups, or a date you pick, with a time if it should close at a particular minute.
Start from
Your default template, another template, blank (the template’s letterhead around empty pages) or scratch (plain pages).
A stage path
Draft, In approval, Approved, Sent, Viewed, Accepted, Converted, across the top as on a lead, so you see where it stands.
The designer
Like Google Docs
Full screen, one tool bar and A4 pages on a grey desk. Fonts, sizes, colours, highlight, headings, lists, check lists, alignment, line spacing, links, find and replace.
Your pages as they print
The letterhead, header, footer and page numbers are drawn on every page as you type, and a full page carries on onto the next.
Tables and pictures
Tables with merged cells, cell colours and ruling; pictures from your computer, phone, Google Drive or Dropbox, made the right size before they upload.
Saved as you type
Quietly, a moment after you stop. One person writes at a time; anybody else reads until they finish.
Sending it
Approval
Rules in Settings › Approvals, by value. Send stays locked until it is approved, and your business decides whether a change after approval needs approving again.
The email
The send window quotations use, with the PDF attached and a View proposal button.
The client's page
No sign-in: the proposal page by page on any phone, Download PDF, Accept and Decline. After its valid-until time it can no longer be accepted there.
Opens
Every open is counted, with its time and device, and you are told the first time.
Templates
The organisation's
Kept in Settings › Proposal templates by whoever holds the Settings permission for templates.
Your own
Anybody who writes proposals can make one, or keep a proposal as one with Save as template. Only its maker can change it.
Defaults
Your own default, then your circle’s, then the organisation’s.
A live preview
The template screen shows the real PDF as you change the letterhead, header, footer, page numbers, cover and fonts.
Who can use it
Proposals carry the same permissions as quotations, and every role starts with the rights it has on quotations. A business that does not write proposals can switch them off in Settings › Sales documents.
Coming next
Everything listed for later arrived the same day: signatures with the client signing on accept, products and services with costing approval, making or linking the quotation, order or invoice, and earlier versions (the next note), then charts, text boxes, columns and opening a Word document (the one after).
Does this affect anything you already have?
No. Proposals are new, and nothing about quotations, orders or invoices changes. In every picker, the magnifier no longer sits over the first letter of the search box.
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Start with what you need. Grow into the rest.
Per user, per month. Every plan carries the whole product’s foundations (custom fields, roles, reports, documents and notifications) and differs only in how many modules are switched on. Change plan whenever you like; nothing is re-entered and nothing is lost.
CRM + Sales Documents
Leads, customers and deals, with quotations and GST invoices
Pay annually
+ 18% GST: ₹175.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹234.82 / user / month incl. GST
- Leads, customers, companies and deals
- Quotations, sales orders and GST invoices
- Your own mailbox, with replies filed against the record
- Reports, dashboards and exports
- Documents, folders and sharing
- Exhibitions: visiting card scanning, and what each fair earned
- Integrations: IndiaMART, Just Dial, Tally, Google Drive and Dropbox
7 modules switched on
- CRM
- Sales documents
- Settings
- Reports & analytics
- Documents
- Notifications
- Exhibitions
1 GB storage per workspace (organisation)
CRM + Sales Documents + Subscriptions + Warranty
For a business that bills on a cycle and stands behind what it sells
Pay annually
+ 18% GST: ₹352.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹470.82 / user / month incl. GST
- Everything in CRM + Sales Documents
- Recurring billing, plans, add-ons and coupons
- Warranty registration and claims
- Items and stock, which warranty is held against
- Recurring revenue reporting
- Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
10 modules switched on
- CRM
- Sales documents
- Subscriptions
- Warranty
- Inventory
- Settings
- Reports & analytics
- Documents
- Notifications
- Exhibitions
1 GB storage per workspace (organisation)
Full Suite
Every module, switched on
Pay annually
+ 18% GST: ₹588.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹706.82 / user / month incl. GST
- Every module in the product
- Procurement, Inventory, Manufacturing and Quality
- Books, GST returns, TDS and payroll
- Projects, timesheets and billing
- Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
21 modules switched on
- CRM
- Subscriptions
- Sales documents
- Vendors
- Procurement
- Inventory
- Manufacturing
- Quality
- Books
- Accountant
- Projects
- Warranty
- Documents
- Notifications
- Reports & analytics
- Settings
- Point of sale
- Exhibitions
- Channel Partners
- Cross-sell
- Targets & Commission
5 GB storage per workspace (organisation)
Only want this one module?
Individual modules are sold on their own alongside the plans. See every module’s price.
What about storage?
A single module includes 1 GB of storage per workspace (organisation) and Full Suite includes 5 GB per workspace (organisation): documents, attachments, file versions and photographs, counted together for everyone in it, not per user. Add more at any time in tiers, or move to Full Suite and take the larger allowance with it. Nothing is deleted if you run close; uploads are refused with a reason, and what you already have stays exactly where it is.
Annual or monthly?
Both. Annual works out cheaper per month and is charged once at the start; monthly costs a little more and can be stopped at the end of any cycle. The card shows the per-user-per-month figure on both, so the two are comparable at a glance rather than by arithmetic.
See it with your own data
Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.