Create Proposals Faster and Close Deals Smarter
Say goodbye to clunky PDFs and manual edits. CRMLeaf’s Proposal Management module lets you build, send, and track professional proposals with ease, all from one place.
Made for Teams That Want Proposals Done Right
CRMLeaf’s Proposal Management tools are built to streamline your deal-closing process.
Proposal Builder
Drag, drop, and customize proposal sections—no formatting headaches.
CRM Integration
Auto-fill client, product, and pricing info from deals already in your system.
Template Management
Save reusable templates to maintain consistency and speed up the process.
In-App Proposal Delivery
Send proposals directly from CRMLeaf—no extra email steps needed.
Proposal Status Dashboard
Track sent, opened, pending, or accepted proposals in one easy view.
Follow-Up Reminders
Automated alerts to reconnect with prospects before deals go cold.
Proposal Management That Speeds Up Sales
With CRMLeaf, you don’t just send proposals—you create momentum in your sales cycle.
Custom Proposal Templates
Tailor templates to suit different services, industries, or sales reps.
Centralized Proposal Hub
Manage all your proposals in one place—accessible to your entire team.
Editable on the Fly
Need to change pricing, terms, or client details? Make updates in seconds.
Team Collaboration
Work together on proposals with shared editing, comments, and notifications.
Conversion-Focused Tracking
See which proposals convert best and why, with insights to optimize your approach.
Integrated e-Signatures
Let clients approve and sign proposals digitally, speeding up deal closures with secure, legally binding signatures.
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