Proposal Builder
Instantly create, send,
& track sales proposals
Grow your business by creating effective proposals in minutes, giving you more time to build client relationships and establish a repeatable, scalable sales process.
Spend time building relationships, not proposals
Sell more with less
Expand your client base in less time, with fewer staff, and just one login.
Seal deals fast
Explain the value of your offering with content created by the vendors of the best-in-class solutions you’re selling.
Automate the tedium
Never miss out on another opportunity due to the burden of administrative requirements.
Scale with abandon
Propose and close from the comfort of your own platform
Break free from administrative tasks
Expedite your sales cycle.
Start your free 14-day trial now to discover Proposal Builder
and more new ways to grow.
Everything you need to expedite your sales cycle
White-label
Deepen brand consistency and credibility by sending your proposals with your logo, color scheme, and company details, all populated from your account.
Learn more →
Product & pricing integration
Pull products and packages from your marketplace right into the product table, complete with your pricing to save time and ensure product details are accurate.
Learn more →
Custom templates
Build once, use forever. Whether you create a proposal from scratch or start with one of our ready-to-go templates, any proposal, page, or widget can be saved as a template for future use.
Learn more →
Direct communication
Create, send, and communicate with the recipient without leaving the platform. Recipients can comment on the proposal, and you can respond to address any questions or clarifications needed.
Learn more →
Activity & status tracking
Turn prospects into customers in no time with real-time notifications that let you know as soon as a proposal has been viewed, commented on, or approved.
Learn more →
Order automation
Focus on delivering value to your new customer immediately. Upon proposal approval, the order is automatically processed and ready to be billed and fulfilled.
Learn more →
White-label
Build your brand
- See your logo auto-populate
- Easily pull in your company details with variable fields
- Customize color scheme and styling on a blank canvas or template
Product & pricing integration
Integrate your products & pricing
- Select any products or packages in your Marketplace—Vendasta, third-party, or custom—via dropdown menus
- Rest assured that pricing is accurate. Custom prices set in your Marketplace will carry through
- Save commonly proposed product tables as templates for easy insertion in future proposals
Custom templates
Customize templates
- Save any proposal, page, or widget as a template to quickly re-use over and over
- Get started with our library of ready-to-go templates available to customize or use as is
- Paste in your own proposal content from Google Docs or another external source, and the formatting will be preserved
Direct communication
Communicate directly
- Respond promptly and never miss a question with the help of real-time notifications
- Stay organized—comments are made, stored, and shown right within the proposal, eliminating confusion when juggling multiple prospects
Activity & status tracking
Track actions & status updates
- Know as soon as a proposal has been viewed, commented on, or approved with in-app and email notifications
- Act promptly when a proposal needs attention to see it through to successful closure
Order automation
Automate ordering
- Orders are auto-drafted with the products included in a proposal
- Upon client approval of the proposal, the order is confirmed and ready to be billed
- Integration with Task Manager swiftly gets fulfilment started
Explore more from selling tools
Agency CRM
CRM that offers you the tools necessary to not only stay up-to-date with ever-expanding requirements, but also allows you to expand your client base with relevant and actionable data.
Meeting Scheduler
Hassle-free online appointment scheduling software that can be set up in minutes, designed with the salesperson in mind.
FAQ’s
What is proposal management software?
Proposal software enables users to streamline the process of writing, managing, and sending proposals to prospects and clients. Proposal software features a document builder interface that makes high-quality proposals easy to build.
Why should I use proposal software?
Proposal software helps sales teams to create visually appealing proposals with little effort. Vendasta’s Proposal Builder comes preloaded with many templates for any use case. Do you need a proposal template for pitching a client on SEO services? Website creation? Social media marketing? We’ve got it.
What should a proposal include?
Depending on the use case, a successful proposal might include the following elements:
- Cover page
- Introductory letter
- Proposal executive summary
- Customer challenges and/or goals
- Your approach/solution
- Project deliverables
- Project milestones
- Budget/Your Investment
- About us/team
- Time management
- Case studies/testimonials
- Clients/references
- Terms/conditions/next steps
What are the benefits of proposal software?
Proposal software helps save time through the use of templates. Vendasta’s Proposal Builder is uniquely able to streamline your workflow by integrating with all of your agency management software such as your CRM, marketing automations, and project management software.
Who uses proposal software?
Proposal software is primarily used by sales and marketing teams. These teams are often the ones who must effectively communicate the value of a company’s services and offerings, and in doing so, they must respond to RFPs with effective answers. Proposal software allows teams to collaborate in real time on a proposal, which allows everyone to add their expertise.
Part of Vendasta’s end-to-end family of solutions
We succeed when our customers succeed
Get started for free today!
Access the full Vendasta system with all the products, services, and solutions you need to take your business to the next level for free. Recognize ROI fast, and become the most indispensable asset and extension of the team for your local business customers.
Get a demo
Talk to a real person.
Book a demo
Don't have time for a call at this moment?