Instantly create, send,
& track sales proposals
Grow your business by creating effective proposals in minutes, giving you more time to build client relationships and establish a repeatable, scalable sales process.
Try Vendasta for free. No credit card required.
Spend time building relationships, not proposals
Sell more with less
Expand your client base in less time, with fewer staff, and just one login.
Seal deals fast
Explain the value of your offering with content created by the vendors of the best-in-class solutions you’re selling.
Automate the tedium
Never miss out on another opportunity due to the burden of administrative requirements.
Scale with abandon
Propose and close from the comfort of your own platform
Proposals sent from your Vendasta platform can be fulfilled and billed in the same place through a seamless transition to Billing and Task Manager. Connected to your CRM, marketing, and more, Proposal Builder is a seamless addition to your stack.
Break free from administrative tasks
Don’t let data entry and transactional processes hold you back. Status notifications, automated order and invoice creation, and integration with Task Manager reduce the administrative strain of closing new business, leaving more time to deliver the experience and results that keep your clients coming back.
Expedite your sales cycle.
Start your free 14-day trial now to discover Proposal Builder
and more new ways to grow.
Try Vendasta for free. No credit card requied.
Everything you need to expedite your sales cycle
White-label
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Product & pricing integration
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Custom templates
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Direct communication
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Activity & status tracking
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Order automation
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Build your brand
Present your products and services to prospective clients with your own branding to strengthen consistency and credibility.
- See your logo auto-populate
- Easily pull in your company details with variable fields
- Customize color scheme and styling on a blank canvas or template
Integrate your products & pricing
Full integration with your Marketplace means the products that will best meet your clients’ needs can be assembled in a clear, consistent format in just a few clicks.
- Select any products or packages in your Marketplace—Vendasta, third-party, or custom—via dropdown menus
- Rest assured that pricing is accurate. Custom prices set in your Marketplace will carry through
- Save commonly proposed product tables as templates for easy insertion in future proposals
Customize templates
Use our templates as a starting point or create your own and watch your proposal creation time get increasingly shorter.
- Save any proposal, page, or widget as a template to quickly re-use over and over
- Get started with our library of ready-to-go templates available to customize or use as is
- Paste in your own proposal content from Google Docs or another external source, and the formatting will be preserved
Communicate directly
Make it easy for your prospective client to ask for clarification and for you to respond with the commenting column within the document view.
- Respond promptly and never miss a question with the help of real-time notifications
- Stay organized—comments are made, stored, and shown right within the proposal, eliminating confusion when juggling multiple prospects
Track actions & status updates
Stay up-to-date on what’s happening with your active proposals with real-time notifications.
- Know as soon as a proposal has been viewed, commented on, or approved with in-app and email notifications
- Act promptly when a proposal needs attention to see it through to successful closure
Automate ordering
Expedite the sales cycle and reel the revenue in sooner with an order that’s ready to go as soon as a proposal is approved.
- Orders are auto-drafted with the products included in a proposal
- Upon client approval of the proposal, the order is confirmed and ready to be billed
- Integration with Task Manager swiftly gets fulfilment started
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FAQs
What is proposal management software?
Proposal software enables users to streamline the process of writing, managing, and sending proposals to prospects and clients. Proposal software features a document builder interface that makes high-quality proposals easy to build.
Why should I use proposal software?
Proposal software helps sales teams to create visually appealing proposals with little effort. Vendasta’s Proposal Builder comes preloaded with many templates for any use case. Do you need a proposal template for pitching a client on SEO services? Website creation? Social media marketing? We’ve got it.
What should a proposal include?
Depending on the use case, a successful proposal might include the following elements:
- Cover page
- Introductory letter
- Proposal executive summary
- Customer challenges and/or goals
- Your approach/solution
- Project deliverables
- Project milestones
- Budget/Your Investment
- About us/team
- Time management
- Case studies/testimonials
- Clients/references
- Terms/conditions/next steps
What are the benefits of proposal software?
Proposal software helps save time through the use of templates. Vendasta’s Proposal Builder is uniquely able to streamline your workflow by integrating with all of your agency management software such as your CRM, marketing automations, and project management software.
Who uses proposal software?
Proposal software is primarily used by sales and marketing teams. These teams are often the ones who must effectively communicate the value of a company’s services and offerings, and in doing so, they must respond to RFPs with effective answers. Proposal software allows teams to collaborate in real time on a proposal, which allows everyone to add their expertise.
Part of Vendasta’s end-to-end family of solutions
When used together, Vendasta’s Platform and products become a far more powerful engine of growth. Discover how to combine Marketing Automation with Vendasta’s CRM, Workflow Automations, and so much more.
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Their online marketplace has over 200 digital solutions, allowing me to provide all of the digital tools and services that my clients will ever need. It also allows me to add my own products and services to my online store, enabling me to include up-sells and additional value-added services to my clients.”
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