Proposals
Create branded proposals with the scope, estimate and commercial detail your customer needs, then carry accepted work into delivery.
Features
Rich proposals
Build reusable content with templates, rate cards and structured estimates.
Client review
Share a secure review link and capture online acceptance.
Into delivery
Convert accepted proposals into connected projects.
How it connects
A recorded meeting informs the scope. An accepted proposal becomes a project with the customer context attached.
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Related capabilitiesQuestions
What can I do with Proposals?
Create branded proposals with the scope, estimate and commercial detail your customer needs, then carry accepted work into delivery. Build reusable content with templates, rate cards and structured estimates. Share a secure review link and capture online acceptance. Convert accepted proposals into connected projects.
How does proposals connect to the rest of Syncaida?
A recorded meeting informs the scope. An accepted proposal becomes a project with the customer context attached.
How do we get started?
We scope the proposals workflow around your business, agree the enabled modules and permissions, and plan configuration, any data migration and onboarding. Your agreement and pricing define the capabilities included.
Book a demo
Tell us what you need to manage. We’ll show you the relevant parts of Syncaida.