Lead Management
Project Management
Proposal
Recruiting
Contact Management
Task Management
Estimates
Payroll
Deal Management
Time Tracking
Budgeting
Attendance
Sales Pipeline Management
Document Management
Invoices
Team
Proposals
Ticket Management
Payments
Roles & Permissions
Contract Management
Product
Expenses
Events
Client Portal
Order
Reports
Noticeboard
Lead Management
Project Management
Proposal
Recruiting
Contact Management
Task Management
Estimates
Payroll
Deal Management
Time Tracking
Budgeting
Attendance
Sales Pipeline Management
Document Management
Invoices
Team
Proposals
Ticket Management
Payments
Roles & Permissions
Contract Management
Product
Expenses
Events
Client Portal
Order
Reports
Noticeboard
Logo
Feature Image

Create Proposals Faster and Win More Deals

Say goodbye to slow, messy proposals. CRMLeaf’s Proposal Module helps you build, send, and track professional proposals—so you can close more business, faster.

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Benefits

Why Growing Businesses Trust CRMLeaf for Proposal Management

Whether you're in IT, solar, consulting, construction, education, or real estate—CRMLeaf helps you create proposals that close deals.

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Fast Proposal Creation Build

Build and send proposals in minutes—no formatting headaches or copy-paste mistakes.
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Branded Templates

Use pre-built templates or design your own with your logo, branding, and terms.
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Auto-Fill from CRM

Client info, pricing, and products pull straight from your CRM—no re-entry needed.
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Track Proposal Status

Know exactly when a proposal is opened, viewed, or accepted.
Features

Built for Sales Teams That Want to Close with Confidence

CRMLeaf makes proposal creation and management smooth, consistent, and effective—helping you win faster.

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Quick Proposal Builder

Input client details, pricing, and services to generate polished proposals in minutes.
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Custom Templates & Branding

Use consistent formatting with your own branding, legal terms, and sections.
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CRM Integration

Pull deal and product info directly from CRMLeaf—avoid duplication or errors.
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Send & Track Proposals Instantly

Email proposals from the platform and see when they’re opened or accepted.
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Proposal Version Control

Edit and manage proposal versions while keeping a history of changes.
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Reminder-Driven Workflow

Get alerts for follow-ups, approvals, or pending responses to keep momentum going.
Services

Proposal Management That Helps You Win More Business

CRMLeaf’s Proposal Module streamlines every step—from creation to follow-up—so your sales team stays efficient and impressive.

Custom Proposal Workflows

Define your approval process, deadlines, and delivery steps to fit your business.

Centralized Proposal Hub

Keep all your proposals, client data, and history in one searchable location.

Built-In Collaboration

Tag teammates, assign tasks, and update proposal notes in real time.

Consistent, Error-Free Proposals

Eliminate pricing and contact info errors with CRM-synced proposal fields.

Blogs

Stay ahead with the Latest Insights

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May 30, 2025

Why KARMA Chose CRMLeaf to Streamline Its Solar Projects?

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May 30, 2025

How CRMLeaf Streamlined UTNT’s Global Distribution Workflow

Solar Project
May 28, 2025

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Solar Project
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Why Every Solar Business Needs a CRM Platform?

FAQS

Proposal Management FAQs

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