All systems operational

Proposal Workflow

Prepare and share a formal offer for a qualified opportunity, and revise it until the client is ready to decide.

#Purpose

Give the client a clear, professional offer that moves the deal toward a decision.

#Business goal

Convert qualified opportunities into won deals with well-prepared proposals.

#At a glance

DetailValue
Estimated time30–90 minutes
Departments involvedSales
Business modules usedCRM
AI departments usedSales Agent (assists drafting)
Required permissionsInternal staff with CRM access
PrerequisitesA qualified, open opportunity.

#Workflow at a glance

1
Prepare proposal
Scope and pricing.
2
Review internally
Check terms.
3
Send to client
Share the offer.
4
Revise if needed
Iterate to a decision.

#Step by step

1

Prepare the proposal

Create the proposal for the opportunity with scope and pricing.
2

Review it internally

Check the details, pricing, and terms before it goes out.
3

Send it to the client

Share the proposal for the client to review.
4

Handle revisions

If the client asks for changes, revise and re-share until they are ready to decide.

#Approval points

Human approval required

  • Internal review of the proposal before it is sent to the client.

#Expected result

What you should see

The client has a clear proposal, and the opportunity is positioned to be won or lost.

#Common mistakes

  • Sending before an internal review of pricing and scope.
  • Proposing to an unqualified opportunity.
  • Not tracking revisions, so versions get confused.

#Troubleshooting

If this happensTry this
The client did not receive the proposalConfirm the share step completed and the client's email is correct.
Pricing looks wrongRevise the proposal and re-share the corrected version.

#FAQ

Can I revise a proposal after sending?

Yes — revise and re-share the updated version with the client.

Does a proposal create an invoice?

No. Invoicing happens in Finance after the deal is won.

#Keep exploring

Convert a Customer

Win the deal.

Website Proposal

Agency-specific proposal.

#Knowledge base

Create a proposal

Step-by-step.

Manage your pipeline

Track the deal.

#Business modules

CRM Module

Opportunities and proposals.

Getting Started

Set up your workspace.

Platform Overview

How the OS fits together.

#AI departments

Sales Agent

Assists drafting.

Still need help?

Can’t find what you’re looking for? The DevSphere OS team is happy to help.

Contact Support