Built from parts
A proposal is an ordered set of pages. Pick the ones this client needs, edit the one or two that are specific, and send.
Proposal Management Software Send a proposal that looks like you meant it.
Quotations assembled from reusable pages and themes, sent for acceptance, and tracked through a pipeline that shows who is winning and who is only busy.
- Pages
- Themes
- Commercials
- Pipeline
- Performance
10 screens in the module
3 pipeline & performance reports
∞reusable pages
1 theme change restyles everything
Why Sysfo Proposal
Most of a proposal is the same every time.
Your company profile, your method, your terms, your exclusions — none of that changes between clients, yet it gets re-pasted from the last document every time, carrying the last client’s name with it. Here those blocks are records, and only the parts that matter get written fresh.
Looks consistent
Themes control the look. Change the theme and every proposal restyles — without anyone touching the content.
Measured, not remembered
What is out, what is pending, what closed — and which salesperson actually converts the ones they send.
Where it sits
Between the enquiry and the order.
- Enquiry
Captured, assigned, followed up.
- Proposal
Assembled from pages, themed, sent.
- Accepted
Marked won, with the value recorded.
- Sales order
Client, items and taxes carried forward.
The cost of re-pasting
A proposal built from the last one carries the last one’s mistakes: a stale price list, superseded terms, and occasionally the previous client’s name three pages in. It is the most common way a serious quotation loses credibility.
The cost of not measuring
Without a pipeline, “we sent a lot of quotes” and “we won a lot of work” feel like the same sentence. Recording value, stage and owner separates activity from results.
Pages, themes & commercials
Write it once; use it for the next hundred.
Pages Master holds the blocks every proposal draws on. Company-wise pages let each company in a group keep its own boilerplate, so one engine serves several businesses without them sounding alike.
The building blocks
- Pages Master — profile, approach, methodology, terms, exclusions, case studies
- Company Wise Pages — the same slot, different wording per company
- Category Master — group proposals by the kind of work
- FormType Master — the shapes a proposal can take
- Manage Theme — the look, independent of the words
The part that is not boilerplate
- Line items with quantity, rate and discount
- GST per line, totalled like an order
- A validity period, so an old price cannot be held against you
Commercials PRP-00087
| Item | Qty | Rate | Disc | Amount |
|---|---|---|---|---|
| Annual Maintenance Contract — 12 months, on-site | 1 | 1,20,000 | 5% | 1,14,000 |
| Network switch 24-port | 4 | 18,400 | — | 73,600 |
| On-site installation | 1 | 15,000 | — | 15,000 |
| Taxable 2,02,600 · GST 18% 36,468 | ₹2,39,068 |
The quiet benefit
Legal approves the terms page once.
When terms and exclusions live in a master instead of in each document, there is exactly one version in circulation — and updating it updates every proposal sent from tomorrow, without anyone being told to use the new file.
Category Master
Group proposals by the kind of work — services, supply, AMC — so the pipeline can be read one line of business at a time.
FormType Master
Different shapes for different sales: a one-page quotation and a full tender response are not the same document.
Company Wise Pages
Run several companies from one installation and each keeps its own profile, terms and tone — on the same proposal engine.
Proposal pipeline
What is out, what is closing, who is winning.
A proposal carries a client, a value, a date and an owner — which is everything a pipeline needs. The three reports turn that into a forecast and a performance picture.
Enlarge
Proposal Summary
How many went out in the period, for how much, and what happened to them.
Proposal Pipeline
What is still open, by stage and by value, with validity dates running down.
Employee Performance
Sent against won, per person — so volume and conversion are not confused with each other.
Every screen in the module
All 10 screens, by name.
- Create Proposal
- Manage Proposal
- Pages Master
- Company Wise Pages
- Category Master
- FormType Master
- Manage Theme
- Proposal Summary
- Proposal Pipeline
- Employee Performance
All ten screens. Works on its own, or alongside the Enquiry module feeding it and Sales & Invoicing taking the won ones forward.
Validity is a commercial control
Every proposal carries a date it expires on. That protects the price when costs move, gives the follow-up call a legitimate reason to exist, and makes “lapsing” a reportable stage rather than silence.
Who is winning, not who is busy
Employee Performance separates sent from won. A salesperson who sends thirty and closes three, and one who sends eight and closes five, look identical on a volume report and nothing alike here.
Part of Sysfo ERP
Works with the rest of Sysfo ERP
Proposal Management Software runs on its own, or alongside the other Sysfo ERP modules on one login and one set of records.
Enquiry Management System
Every walk-in, call and website lead owned by a handler with a callback date — answered from Email and WhatsApp templates, reported by source. Explore
GST Billing & Invoicing Software
Clients, catalogue, sales orders, part-invoicing, returns, receipts, advances and renewals — GST invoices derived from the order, never re-typed. Explore
Expense Management Software
Vendor bills, employee claims and asset purchases in one register — approved before they are paid, with payables ageing, ITC and RCM. Explore
ERP Software
One connected platform for enquiries, proposals, sales, GST invoicing, purchase, expenses, HRMS & payroll, projects, helpdesk, assets and your online store. ExploreFAQ
Proposal Management Software — frequently asked questions
What is proposal management software?
It is software for building, sending and tracking sales proposals and quotations. Sysfo Proposal assembles each proposal from reusable pages and a theme, adds priced line items with GST and a validity date, and tracks the pipeline and each salesperson’s win rate.
How are proposals built?
A proposal is an ordered set of pages from Pages Master — company profile, approach, methodology, terms, exclusions and case studies. You pick the pages this client needs, edit the ones that are specific to them, add the commercials and send.
Can we change the design of all proposals at once?
Yes. Themes control the look independently of the content, so changing the theme restyles every proposal without touching the words. There is a gallery of themes by industry to start from.
Does it support GST and discounts on line items?
Yes. Line items carry quantity, rate and discount, GST is calculated per line and totalled like an order, and every proposal has a validity date.
Can several companies use their own proposal templates?
Yes. Company Wise Pages let each company in a group keep its own profile, terms and tone while sharing the same proposal engine.
Which reports are included?
Proposal Summary, Proposal Pipeline and Employee Performance — what went out, what is still open by stage and value, and sent against won per salesperson.
Get started
Make every proposal look like your best one.
We load your profile, approach, terms and exclusions as reusable pages, set up a theme in your branding, and train your team to assemble rather than re-paste.
- 1Live demo
Building a proposal from pages, theming it, and the pipeline behind it.
- 2Setup & data
Your boilerplate as pages, your categories, and a theme in your colours.
- 3Training & go-live
The sales team, and the manager’s weekly pipeline review.
- Reusable pages instead of copy-paste
- Company-wise boilerplate for a group
- Themes that restyle without touching content
- Line items with discount and GST
- A validity date on every proposal
- Pipeline by stage and value
- Sent against won, per salesperson
- 10 ready screens and 3 reports
- Company
- Sysfo Software Solutions Pvt. Ltd.
- Phone
- +91 76074 20009
- Product
- Proposal Management Software