Professional proposals, fast
You rebuild the same Google Doc for every prospect—and lose track of who received what version.
What it does
Proposals are branded documents built from templates on the client record and shared as a view-only link or PDF — sent while the DM that created the interest is still warm.
Built-in templates and a proper proposal builder—export to PDF when you need a polished file. Follow up when they go quiet without rewriting the same email.
How it works
- Start from a template — pick one and adjust scope, price, and terms.
- Send from the thread — share the link or PDF on the channel the prospect already uses.
- See the outcome — accept and reject actions land back on the client record, so you know whether to follow up or close.
- Convert to an invoice — agreed scope becomes an invoice without retyping line items.
What you get
- Proposal templates and a full builder
- Export to PDF for polished client delivery
- Proposals live on the same client record as conversations
- Follow up when prospects go quiet—without starting over
Outcome
Send proposals that look like you. Faster sends, more consistent brand touch.
Common questions
How fast can I send a proposal after a call?
Minutes, if your template is ready. The client record already holds the conversation and contact details, so you are editing scope and price rather than rebuilding a document.
Can clients accept a proposal online?
Yes. Proposals are shared as view-only links with accept and reject actions, and the response shows on the client record so follow-up does not depend on a reply.
Do proposals handle tax?
Proposals cover scope, price, and terms. Tax fields — including GST and HSN/SAC for India — belong to the invoice, which is where the amount becomes payable.
Keep reading
- Send coaching proposals that match the professionalism of your practice
- From DM to Paid: Proposal & Invoice Workflow for Coaches
- Professional invoices
Part of Onevyu Conversation CRM for coaches and consultants who close in WhatsApp and Instagram DMs. From $49/mo (₹1,799 in India); 5-day free trial.