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Proposal Management CRM Software

Proposal Management

The Professional look and feel of the Business Proposal is having higher chance for the lead to get closed. Get a tracking system attached to it for faster status updates and many other functions to boost your business growth.

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Professional Look & Feel

With the help of Solid Performers, you can easily create Business Proposal in a short span of time with the elegance of a professional business proposal. You can download the Proposal as a PDF which then can be used for multiple other purposes. You can also predefine most of the static settings / contents for creating a proposal which will again make your proposal error free.

How it Works & Helps?
Lead Management CRM Software

Amazing features

Professional Business Proposal made easy with excellent look & feel

Predefined Settings

You can predefine the default settings for creating a PI once and these data will be captured automatically while creating new PI all the time.

Import from Templates

Proposal template provides you with the option to change the content of the proposal in one click based on the product or service which you need to create the proposal.

Duplicate or Convert

You can convert a proposal to invoice or proforma in one click and you can also duplicate the proposal which was already created for a new client. Make and do things faster.

Professional Look & Feel

Download the professionally crafted proposal for you with various header designs based on your business needs in less than a minute with watermark, page numbers, etc., to make your proposal stand out.

Multiple Layout

You can create your custom header or use any of the existing header which suits you business requirement. You are free to change the header on your own whenever you need.

Auto ID

You can predefine the Proposal ID once and it will create continuous & unique Invoice ID for your Invoice's. You can make use of this ID for multiple references in the future.


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