Professional quotations in minutes
Five industry templates, AI-written cover letters, multi-currency support, and real-time view tracking — you see the moment your client opens the proposal.
Templates
Click + New Proposal to open the template picker. Five built-in templates pre-fill line items, payment terms, cover letter structure, and terms & conditions:
| Template | Best for | Currency | Default tax |
|---|---|---|---|
| CNC Machined Parts | Precision components, auto industry | INR | 18% GST |
| Export Quotation | International buyers, FOB pricing | USD | 0% |
| Sheet Metal Fabrication | Laser cut, bend, weld jobs | INR | 18% GST |
| Annual Supply Contract | Long-term rate contracts | INR | 18% GST |
| Service / Repair Quote | Maintenance, AMC proposals | INR | 18% GST |
| Blank | Start from scratch | Choose | — |
Building a Proposal
- Contact & Company — dropdowns pull from your CRM. Selecting a contact auto-fills the company.
- AI Cover Letter — click 🤖 AI Generate to write a 3-paragraph professional cover letter using your line items, contact name, and company. Uses 1 AI credit.
- Line Items — description, quantity, unit (pcs / kg / mt / lot), rate. Amount auto-calculated.
- Discount & Tax — set discount % and GST/Tax % inline. Total updates live.
- Currency — INR, USD, EUR, AED, GBP. Affects formatting throughout the PDF.
- Payment Terms — 8 presets (50% advance, net-30, LC at sight, etc.) or type custom.
- Validity — default 30 days. Set to any number.
Sending & Tracking
Click Send →
Confirm the recipient email and add an optional custom message. Click Send Email.
Client receives a branded email
Email comes from [email protected] via AWS SES. Contains a unique link to view the proposal online.
View tracking fires automatically
The moment the client opens the link, the proposal status updates to Viewed and the view count increments. You can see this in real time in the Proposals list.
Mark Accepted when they confirm
Click ✓ Mark Accepted in the expanded proposal row. The deal value rolls up into your "won" total.
Proposal Statuses
| Status | Meaning |
|---|---|
| Draft | Saved, not yet sent |
| Sent | Emailed to client, not yet opened |
| Viewed | Client opened the link (auto-tracked) |
| Accepted | Client accepted (mark manually) |
| Rejected / Expired | Declined or past validity date |
Buyer View — What your client sees
When you send a proposal, your buyer receives an email with a link to a professional branded proposal page. No login required — the proposal ID in the URL grants access.
What the buyer page shows
- Your brand — company name, logo, tagline, and a status badge (Sent / Viewed / Accepted)
- Proposal details — cover letter, line items table, totals with GST, terms and conditions
- Trust section — your company description, certifications, USPs, and contact details pulled from your portal
- Sticky action bar — Accept, Download PDF, WhatsApp, and phone buttons always visible
Accept flow
When a buyer clicks Accept Proposal, a confirmation modal appears. On confirm, the proposal status changes to Accepted and you receive an instant notification. The buyer sees a green "Proposal Accepted" confirmation.
Download PDF
The Download PDF button triggers the browser print dialog. All interactive elements (action bar, navigation) are hidden in print — only the clean proposal document prints.
Tracking
Each time a buyer opens the proposal link, the view count increments and the status changes from Sent to Viewed. You can see this in the Proposals list — hover over the eye icon for the last-viewed timestamp.