Presenting clear, attractive and professional proposals is the first step to winning new clients and conveying credibility. Building quotes by hand in text editors or spreadsheets eats up valuable time that could go into client relationships and prospecting new business.

The Configurable service packages to send proposals fast update was built to speed up putting proposals together and centralize the financial follow-up of every sales opportunity.

What changes in practice

• Fast structuring of items and services. Build detailed quotes by selecting preconfigured packages or adding standalone services with standardized prices.

• Impeccable visual presentation. Generate elegant sales documents aligned with your brand’s visual identity and easy to read on any device.

• Approval status tracking. Know when the proposal was sent, whether it is under review or whether the client approved it, so you follow up at the right moment.

• Direct conversion into event and contract. As soon as the quote is approved, turn the proposal into an active event with all the data filled in.

Why this matters

How fast you respond with a quote determines how much you raise your sales conversion rate. By simplifying proposal creation, your company gains a competitive edge and closes contracts faster.

Everything is recorded in one place, letting you analyze the sales history and identify which services bring the most return.

💡 How to use it: In the main dashboard, open the Quotes & Proposals tab to create new quotes, edit existing packages and track proposals in progress.