Proposals

Sales proposal software: design, send and e-sign in one place

CrmLeaf Proposals lets you build design-template-driven sales documents, share a public link for client review and capture an e-signature acceptance, all without leaving your CRM. An accepted proposal is signed, tracked and ready for whatever comes next, without auto-generating an invoice, so you stay in control of the sales flow.

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steps from draft to signed
5
steps from draft to signed
templates per proposal: content and design
2
templates per proposal: content and design
client logins needed to review and sign
0
client logins needed to review and sign
statuses: waiting, accepted, declined
3
statuses: waiting, accepted, declined

The proposal lifecycle

From draft to signed in five steps

Every proposal follows the same predictable path, with full visibility at each stage.

  1. Step 01

    Build

    Proposal Template plus Design Template, with line items and a valid-till date

  2. Step 02

    Send

    Share a unique public link; status moves to waiting

  3. Step 03

    Client reviews

    The last-viewed time is recorded when they open it

  4. Step 04

    Accept or decline

    E-signature to accept, or a comment to decline

  5. Step 05

    Your next step

    No auto-invoice; you choose a contract, project or invoice

What's inside

Six proposal capabilities

01

Proposal Builder

Line items, discounts, taxes, valid-till dates and reusable Proposal Templates.

See how it works
02

Design Templates

Separate visual layout from content so every proposal matches your brand.

See how it works
03

Public Links & E-Signature

A unique public URL where the client reviews the proposal and accepts with an e-signature.

See how it works
04

Client Review & Comments

Clients accept or decline with a comment, and declined proposals carry the reason.

See how it works
05

Solar & Construction Integration

Pull site, survey and assessment data from Solar CRM or Construction CRM into a proposal.

See how it works
06

Tracking & Analytics

Last-viewed time, status history and expiry so you know where every proposal stands.

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In detail

How each capability works

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01 / 06

Proposal Builder

Every proposal starts from a reusable Proposal Template that defines the content structure and default line items. Add products, services or custom items, then apply per-line discounts and taxes. A valid-till date sets the expiry, and the total updates as you edit.

Because proposals are separate from estimates, accepting one records a signature without auto-creating an invoice. You keep full control of what happens next in the sales cycle.

Built in

  • Create proposals from reusable Proposal Templates with pre-filled line items
  • Add, remove or edit line items with per-line discounts and taxes
  • Set a valid-till date so you can see when a proposal expires
  • Accepted proposals are signed but do not generate an invoice, unlike estimates
  • Reusable Proposal Templates
  • Line items with discounts and taxes
  • Valid-till expiry date
  • No auto-invoice on acceptance
02 / 06

Design Templates

Design Templates separate the visual layout from the proposal content. A Proposal Template holds what you are quoting; a Design Template holds how it looks. Combine any content template with any design template to produce a branded, professional document without rebuilding the layout every time.

Update a Design Template once and every future proposal built with it inherits the change.

Built in

  • A Proposal Template defines content and line items; a Design Template defines the visual layout
  • Combine any Proposal Template with any Design Template at creation time
  • Update a Design Template once and every future proposal inherits the change
  • Branded, professional output without manual formatting per proposal
  • Content and design separated
  • Reusable Design Templates
  • Mix and match freely
04 / 06

Client Review & Comments

On the public proposal page the client either accepts with an e-signature or declines with a comment explaining why. A declined proposal carries the client's reason, so you do not need a follow-up call to find out what went wrong.

Proposal statuses move from waiting to accepted or declined, giving your pipeline an accurate picture of where every proposal stands.

Built in

  • The client accepts with a captured e-signature or declines with a written comment
  • Declined proposals carry the client's reason on the record
  • Statuses: waiting (sent), then accepted or declined
  • Pipeline and deal views reflect the current proposal status
  • Accept with e-signature
  • Decline with comment
  • Waiting, accepted, declined
05 / 06

Solar & Construction Integration

For Solar CRM and Construction CRM accounts, proposals can pull in site, survey and assessment data directly: system size, roof type, building specifications or assessment results. Field data flows into the sales document without manual re-entry.

It is the same proposal engine. The vertical integration adds context that makes the document more useful to the client and more accurate for your team.

Built in

  • Solar proposals pull in site details, survey results and system sizing
  • Construction proposals pull in site specifications and assessment data
  • Field-to-proposal data flow removes manual re-entry and reduces errors
  • Available in the vertical editions
  • Solar CRM: site and survey data
  • Construction CRM: site and assessment data
  • No re-entry from field to proposal
06 / 06

Tracking & Analytics

Every proposal records a last-viewed time whenever the client opens the public link. Combined with the waiting, accepted or declined status and the valid-till expiry, you always know whether the client has seen it, whether it is still valid and whether it needs a follow-up.

Deal history logs proposal activity alongside notes, emails and stage moves, so the full context sits in one timeline.

Built in

  • The last-viewed time is recorded every time the client opens the proposal link
  • The valid-till date shows when a proposal has expired
  • Proposal sends and status changes are logged in the deal history timeline
  • Ownership-scoped visibility: reps see their own proposals and managers see all
  • Last-viewed tracking
  • Valid-till expiry
  • Status in deal history

Connected across your sales flow

Proposals fit inside the CrmLeaf quote-to-cash chain

A proposal is one step in a larger sales process. It connects to deals, estimates, contracts and the client portal, so nothing is siloed and every document traces back to the opportunity it came from.

See CRM & Sales
  • DealsCreate a proposal from a deal; status flows back to the deal timeline
  • EstimatesUse estimates for auto-invoice quotes and proposals for richer, design-driven documents
  • ContractsFollow an accepted proposal with a contract for e-signature from both parties
  • Client PortalClients access proposals through their portal or the direct public link

FAQ

Common questions about CrmLeaf Proposals

  • Both build line items and support e-signature acceptance, but they differ in what happens after the client accepts. An accepted estimate auto-generates an unpaid invoice. An accepted proposal records the signature and the client's comment but does not create an invoice, so you decide the next step yourself.

Related

Explore further

EstimatesAuto-invoice quoting for faster billingCRM & SalesLeads, deals and the full pipelineContractsDual e-signature and renewalsInvoicingOne-off, recurring and milestone billing

Send your first proposal today

Build a branded proposal, share the link and get an e-signature back, all inside CrmLeaf and your free trial.

Start free trial Book a 30-min demo