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 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.

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Benefits

Why Businesses Rely on CRMLeaf for Proposal Management

Whether you’re in IT, consulting, real estate, education, or services, CRMLeaf ensures every proposal you send looks sharp and moves deals forward.

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Create Proposals in Minutes

Build polished proposals fast by selecting products and client details from your CRM.
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Consistent, Branded Templates

Use pre-built templates or design your own with logo, colors, and standard terms.
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Real-Time Status Tracking

Know exactly when a proposal is opened, viewed, or accepted—no more guessing.
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Built-In Version Control

Update proposals easily while maintaining a history of all previous changes.
Features

Made for Teams That Want Proposals Done Right

CRMLeaf’s Proposal Management tools are built to streamline your deal-closing process.

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Proposal Builder

Drag, drop, and customize proposal sections—no formatting headaches.
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CRM Integration

Auto-fill client, product, and pricing info from deals already in your system.
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Template Management

Save reusable templates to maintain consistency and speed up the process.
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In-App Proposal Delivery

Send proposals directly from CRMLeaf—no extra email steps needed.
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Proposal Status Dashboard

Track sent, opened, pending, or accepted proposals in one easy view.
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Follow-Up Reminders

Automated alerts to reconnect with prospects before deals go cold.
Services

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.

Blogs

Stay ahead with the Latest Insights

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Contact

Empower Smarter Business Operations with CRMLeaf

Have questions or need help managing your business? We're here to support you-whether it's sales, operations, finance, HR, or project management.

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Our experts will show you how our app can streamline your team's work.

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