(+91) 97122 00017 Get started

Proposal software to win customers and track every offer

Write a detailed offer in your own words, even for someone who has not bought yet, and send a link to accept or decline. Every answer is saved, and a yes becomes an invoice without retyping.

See it live - book a demo
Proposals in CIPHER CRM

  • 192+

    Businesses trust us to grow

    192+ CIPHER teams

  • 31

    Industries served

    CIPHER CRM

  • 4.8/5.0

    Average rating

    192+ CIPHER teams

Proposals in CIPHER CRM are detailed offers you write to win customers, with your prices, terms and wording.

You can send one to a customer or to someone who has not bought yet, and they accept or decline from a link.

Each proposal sits in a stage you name, such as sent, revised or agreed.

Once they agree, one step turns it into an estimate or 🧾 invoice, so you bill the price you offered. 192+ businesses run CIPHER CRM across 🏭 31 industries, with 92 built-in features, a ⭐️ 4.8/5 average rating and ⏱️ 99.9% uptime.

Most teams are live in 1-3 days.

Book a Free Demo See all 92 features
Definition

What is proposal software?

Proposal software is a tool for writing and tracking the offers you make to win work. Instead of a file sitting in a folder, each proposal becomes a record with a stage, a valid-until date and a clear answer from the client. In CIPHER CRM that record also stays linked to the lead or customer it was written for.

CIPHER CRM treats every proposal as a live record rather than a file. You can address a proposal to a lead who has not bought yet or to an existing customer, fill it with priced lines from your catalog, and add your standard wording from a proposal template. Proposals sit on a List view or a Kanban board, and the owner decides the pipeline: add stages, rename them, reorder them and give each one a color. A validity window setting sets how long each offer stands. The client opens a loginless public link, reads the proposal and accepts or declines it after a confirmation step, so the answer comes back to the record. From there one action converts the proposal into an estimate or an invoice, carrying the lines and terms across. Proposals are part of every plan and are used by 192+ businesses across 31 industries.

Proposals in CIPHER CRM
The problem

What happens without proposals

Proposals live as files on one person's laptop, so nobody else can tell which offers are still waiting and which ones went cold.

You chase a client for a decision by phone because there is no simple place for them to say yes or no.

A generic pipeline forces your proposals into stages that do not match how your team wins work.

When a client finally agrees, someone copies every line into a new invoice by hand and a price slips on the way.

An offer you made months ago still looks open, because nothing on the document says how long it was meant to stand.

What slips without Proposals
Capabilities

What you can do with proposals

  • A pipeline you design

    Add, rename, reorder and recolor proposal stages so the board follows the steps your team takes, then flip between List and Kanban in one click.

    kanban board crm

  • Offers for leads and customers

    Write a proposal for a lead who is still deciding or for a customer you already serve, and it stays filed under that record.

    lead management software

  • A clear answer from the client

    Share a public link and the client accepts or declines after a confirmation step, so you stop guessing where a deal stands.

    online proposal acceptance

  • A set life for every offer

    A validity window setting gives each proposal its valid-until date, so an old price does not stay on the table by accident.

  • Start from your best wording

    Proposal templates and reusable text blocks drop your usual scope, notes and terms into the document with one click.

    proposal templates

  • Turn a yes into paperwork

    Convert an accepted proposal into an estimate or an invoice, and the recipient, lines, taxes and terms come along with it.

    convert estimate to invoice
Why CIPHER

Why proposals are better in CIPHER

Most proposal tools stop at a nice-looking document. We tie each proposal to the lead or customer, the stage it sits in and the invoice it becomes.

  • Your stages, not ours

    The owner edits the proposal pipeline directly, so a design studio and a building contractor can each track offers their own way.

  • Leads can get proposals too

    You do not have to create a customer first. Write the proposal while they are still a lead, and convert them once they agree.

  • One thread from offer to bill

    Each proposal shows what it turned into, so anyone on the team can follow the path from first offer to final invoice.

  • Nothing extra to pay for

    Proposals come with every plan, next to estimates, invoices and credit notes, with no add-on to buy.

How it works

How proposals work in CIPHER CRM

  1. Pick who it is for

    Start a new proposal from the Proposals list and choose the lead or customer it is addressed to.

  2. Fill in the offer

    Add lines from your catalog or type them in, drop in template text, and check the valid-until date.

  3. Share the link

    Switch on the public link and pass it to the client. A customer can also open it from their own portal.

  4. Move it along the board

    Drag the proposal between stages as talks go on, and see the client's accept or decline on the record.

  5. Convert when they agree

    Turn the accepted proposal into an estimate or an invoice in one step.

In action

Proposals in action, by industry

Architecture & Design

A studio writes a concept-stage fee proposal for a homeowner who is still a lead, moves it to a "revised fee" stage after the first meeting, and gets an accept on the public link that week.

Event Management

An event planner keeps a dozen wedding proposals on the Kanban board with stages like "venue shortlisted" and "awaiting family", so the whole team knows which couples are close to booking.

Consulting

A consultancy converts an accepted retainer proposal straight into its first invoice, with the scope lines and payment terms already in place.

Technology

A software agency sets a short validity window on build proposals, so a quote for a new app does not linger at last year's day rates.

Facility Management

A facility services firm drops its standard cleaning-scope text into each site proposal from a template instead of rewriting it for every building.

Compare

Proposals: CIPHER CRM vs spreadsheet vs generic CRM

What mattersCIPHER CRMSpreadsheet / manualGeneric CRM
Where proposals live On a list or board, linked to the lead or customer Files in folders and old email threads Often a separate quoting add-on
Pipeline stages Owner adds, renames, reorders and recolors them None, only file names Fixed stages or a long admin setup
Client decision Accept or decline on a public link A reply you have to chase Varies, sometimes a paid extra
How long an offer stands Validity window sets the valid-until date Whatever someone remembers A date field you fill by hand
Turning a yes into a bill Convert to an estimate or invoice in one step Retype every line Export, then import somewhere else
Proposals

See proposals in action

Send a detailed offer with prices and terms, even to someone who has not bought yet, and get a reply online. Every open proposal sits on a board in plain view, so someone follows up before it slips away.

See it live - book a demo
Why it's worth it

What proposals change for your business

See how CIPHER CRM solves this

Fewer offers go cold

Every open proposal sits on a board in plain view, so someone follows up before it slips away.

Quicker answers from clients

A link with accept and decline is easier to act on than a document they have to write back about.

What you offered is what you bill

The same lines move from proposal to invoice, so prices do not drift during the handover.

A board new staff can read

Stages named in your own words make the pipeline clear to anyone who joins the team.

Ready when you are

See proposals on your own data

Book a Free Demo
Proof

Teams that switched to CIPHER

Our quotes used to take days and follow-ups just fell through the cracks. Now every lead has someone on it and a clear next step. We are closing a lot more than we did.
Rahul Mehta
Rahul Mehta Director, Logistics firm - Ahmedabad
I thought moving would take months. We were up and running in two days. I get back about two hours a day that used to go into updating sheets.
Priya Nair
Priya Nair Operations Head, Healthcare clinic chain - Kochi
Because it was set up for property from the start, we were not fighting the software. My managers finally trust the numbers on the screen.
Amit Shah
Amit Shah Founder, Real-estate agency - Surat

Proposals frequently asked questions

FAQ

Proposals - your questions answered

99% uptime guaranteeISO 27001 certified company24/7 response supportGDPR approvedSSL encrypted 2024
Can I send a proposal to a lead who is not a customer yet?

Yes. In CIPHER CRM a proposal can be addressed to a lead or to a customer, and you share it through its public link. If a lead accepts, converting that proposal prompts you to turn the lead into a customer first, so the records stay tidy.

Can I change the stages on the proposal board?

Yes. The workspace owner can add new stages, rename them, drag them into a new order and give each a color. Proposals then show on a List view or a Kanban board using those stages, so the pipeline follows how your team works.

How does a client accept a proposal?

You switch on the public link and share it. The client opens it without signing in, reads the offer, can download the PDF and then chooses accept or decline. A confirmation step checks they meant it before the answer is saved on the proposal.

What is the validity window on a proposal?

It is a setting for how long a proposal stays valid. Each new proposal takes its valid-until date from that window, so the client knows how long the price stands and your team is not stuck honoring an old number.

Can I turn a proposal into an invoice?

Yes. From a proposal you can create an estimate or go straight to an invoice. The new document is pre-filled with the recipient, lines, taxes and terms, and both records show the link between them, so nobody rebuilds the offer by hand.

Do proposals cost extra in CIPHER CRM?

No. Proposals are part of every plan, together with estimates, invoices and credit notes. Most teams are live in 1 to 3 days, and we move your existing data across for free as part of the setup. Nothing about proposals is held back for a higher tier.

Glossary

Proposals terms, defined

  • Proposal

    A priced offer you make to win work, usually with a scope, a list of lines and your terms.

  • Proposal pipeline

    The stages a proposal moves through, from first draft to the client's final answer.

  • Validity window

    How long an offer stays open before the price needs a fresh look.

  • Public link

    A hard-to-guess web address the client opens without signing in to read and answer the proposal.

For your industry

See proposals in your industry

All 31 industries

Logistics & Transportation

Freight enquiries chased on time

Healthcare

Every patient call-back remembered

Financial Services

KYC papers filed, expiry dates flagged

Real Estate

Site visits to bookings, all tracked

Ecommerce & Retail

Repeat buyers known by name and history

Education

Each admission enquiry followed up

We're here to help

Book a free demo and see it for yourself

Leave a few details and we call you within a day to walk you through CIPHER CRM set up for your trade. There is no commitment and nothing to sign.

On the call we map out your sales stages, answer whatever you want to ask, and show you exactly how your team would work day to day.

Email support

We're just one email away.

hello@ciphercrm.co

Call us

Call us Mon-Fri, 8am-5pm.

(+91) 97122 00017

Visit our website

Explore products & pricing

ciphercrm.co

Prefer to talk first?

Reach us via support page.

Visit our contact page

Book a free demo

We call within a day. Nothing to commit to.

1000 characters remaining

Send on WhatsApp and get your demo Prefer to talk? Visit our contact page

By sending this, you are okay with CIPHER CRM getting in touch. We never share your details.

  • No obligation
  • Quick response
  • Your data is safe
Book Demo