Proposals & Product Catalog
Build professional proposals in minutes, share them via email or WhatsApp, and know exactly when your client views, accepts, or rejects them. Pull items from your product catalog to keep pricing consistent.
Pro Plan — Northwind Retail
Aarav Mehta
Jun 30, 2026
| Item | Qty | Price | Disc. | Total |
|---|---|---|---|---|
| Pro Plan — Annual | 12 | ₹999 | 10% | ₹10,789.2 |
| Onboarding Package | 1 | ₹15,000 | 0% | ₹15,000 |
| WhatsApp API Setup | 1 | ₹5,000 | 0% | ₹5,000 |
Pro Plan — Northwind Retail
from Tundla CRM
₹36,331.2
Valid until Jun 30, 2026
Proposal builder
Create polished proposals with line items pulled from your product catalog or entered manually. Set quantities, unit prices, discounts, and tax rates. Add terms and conditions, set a validity date, and generate a shareable link or PDF in one click.
- Line items with quantity, price, discount, and tax
- Automatic subtotal and total calculation
- Terms and conditions with validity dates
- PDF generation and shareable public links
Pro Plan — Northwind Retail
Aarav Mehta
Jun 30, 2026
| Item | Qty | Price | Disc. | Total |
|---|---|---|---|---|
| Pro Plan — Annual | 12 | ₹999 | 10% | ₹10,789.2 |
| Onboarding Package | 1 | ₹15,000 | 0% | ₹15,000 |
| WhatsApp API Setup | 1 | ₹5,000 | 0% | ₹5,000 |
Pro Plan — Northwind Retail
from Tundla CRM
₹36,331.2
Valid until Jun 30, 2026
Client portal
Every proposal gets a unique public link. Your client opens it without logging in, reviews the details, and accepts or rejects with one click. You get notified instantly and see exactly when they viewed it.
- Public access via secure token — no login required
- One-click accept or reject for clients
- View, acceptance, and rejection timestamps
- Instant notifications when a client takes action
Pro Plan — Northwind Retail
Aarav Mehta
Jun 30, 2026
| Item | Qty | Price | Disc. | Total |
|---|---|---|---|---|
| Pro Plan — Annual | 12 | ₹999 | 10% | ₹10,789.2 |
| Onboarding Package | 1 | ₹15,000 | 0% | ₹15,000 |
| WhatsApp API Setup | 1 | ₹5,000 | 0% | ₹5,000 |
Pro Plan — Northwind Retail
from Tundla CRM
₹36,331.2
Valid until Jun 30, 2026
Product catalog
Maintain a centralized product catalog with names, descriptions, images, pricing, and categories. When building proposals or linking items to deals, pull from the catalog to keep pricing consistent and up to date.
- Product name, description, price, and unit
- Category organization with sort ordering
- Active/inactive status for seasonal items
- Link catalog items to deals and proposals
Pro Plan — Monthly
SubscriptionPro Plan — Annual
SubscriptionEnterprise Plan
SubscriptionOnboarding Package
ServiceWhatsApp API Setup
ServiceCustom Integration
ServiceSend via any channel
Share proposals with clients over email or WhatsApp using editable templates with merge fields. Track delivery and see the full send history — who sent it, when, and through which channel.
- Send via email or WhatsApp with one click
- Editable templates with contact and deal variables
- Full send history with channel and timestamp
- Proposal status flow — draft, sent, viewed, accepted, rejected
Pro Plan — Northwind Retail
Aarav Mehta
Jun 30, 2026
| Item | Qty | Price | Disc. | Total |
|---|---|---|---|---|
| Pro Plan — Annual | 12 | ₹999 | 10% | ₹10,789.2 |
| Onboarding Package | 1 | ₹15,000 | 0% | ₹15,000 |
| WhatsApp API Setup | 1 | ₹5,000 | 0% | ₹5,000 |
Pro Plan — Northwind Retail
from Tundla CRM
₹36,331.2
Valid until Jun 30, 2026
Tax & discounts
Per-line-item discounts and tax calculations with automatic totals.
Proposal analytics
Track proposal conversion rates and average time to acceptance.
Status tracking
Draft → Sent → Viewed → Accepted/Rejected — see every step.
Works great with
Ready to send proposals that close?
Build, send, and track proposals from your CRM — with real-time notifications when clients act.