Sales proposals connected to your leads and opportunities
Generate proposals using information already logged in the CRM and track each one without leaving the same platform where you manage the opportunity.
Proposals get lost between documents and loose emails
When sales proposals are created in a separate document and sent by email disconnected from the CRM, it's hard to know if the client opened it, what the last conversation about it concluded, or how many proposals are pending a response at any given moment.
From opportunity to proposal, without switching tools
Vendrava lets you generate sales proposals using information already available on the lead's record, send them, and track their status directly from the CRM. This connects the proposal to the rest of the opportunity's history, instead of leaving it isolated in an email.
Benefits
Faster proposal generation
Lead and opportunity information is reused automatically when creating the proposal, cutting down the manual work of building each document.
Visibility into each proposal's status
See whether a proposal was opened, reviewed, or still pending, without having to ask the client directly.
Timely follow-up
Proposals with no response after a set time can trigger an automatic reminder for the sales team.
History connected to the opportunity
Every version of the proposal is logged alongside the calls, emails and notes related to that opportunity.
Features
Proposal generation from the CRM
Create proposals using data already loaded from the lead and opportunity, without duplicating information manually.
Customizable templates
Design reusable templates for different products, services or customer types.
Open and status tracking
Check whether the proposal was viewed and what stage it's at in its review process.
Automatic reminders
Trigger internal notifications when a proposal has gone unanswered by the client for a while.
Internal approval before sending
Set up internal review workflows for proposals that require sign-off before reaching the client.
Version history
Keep track of the different versions sent of the same proposal, useful in negotiations with multiple rounds.
Use cases
Related modules
Frequently asked questions
Can I use my current proposal templates?+
Yes, existing templates can be adapted to Vendrava's format to keep the design and structure your team already uses.
How do I know if the client opened the proposal?+
The system can log when the proposal was opened and show that status directly on the opportunity's record.
Can multiple versions of the same proposal be sent?+
Yes, every version sent is saved in the history, making it easier to follow negotiations across multiple rounds of adjustment.
Do proposals require approval before sending?+
You can configure an internal approval workflow for proposals that need sign-off from a manager before reaching the client.
Are proposals connected to sales reporting?+
Yes, proposal status and outcomes feed into sales analytics reporting, helping you understand conversion rates.
Connect every proposal to its opportunity
See how Vendrava helps you generate, send and track your sales proposals from one place.