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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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Entirely cloud-based – never worry about losing data

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Access across devices – Laptop, Desktop, iPad, or Mobile

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Set Followups – system will show you the reminder

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All in One – manage leads, deals and proposal in one system

Download PDF

Generate the PDF and download or send the proposal to your prospect in professional PDF format.

Proposal Templates

Create multiple pre-defined proposal templates and import the templates in one click while creating the proposal.

Zero Followup Leakage

Get timely notification on various channels as well as on the CRM which makes you never miss the proposal follow-up.

Professional Look & Feel

With the help of Solid Performers, you can easily create a 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.

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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

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.,

Predefined Settings

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

Multiple Layouts

You can create your custom header or use any of the existing headers which suits your 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 a continuous & unique Proposal ID for your Proposal. You can make use of this ID for multiple references in the future.

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