Quoting
Proposals your customers can say yes to
Turn a finished quote into a clear, branded proposal and track it from sent to accepted.
The problem
A good price in a poor document still loses
Customers compare what they are sent. A bare list of line items does not explain the value, and once it is emailed you have no idea whether it has even been opened.
How Toolbase solves it
Proposals built from the quote, not retyped
Toolbase generates the proposal from the quote, with your branding, scope, inclusions and terms. You can see when it is viewed and the customer can accept it.
Capabilities
What you can do with Proposals
Generated from quotes
No retyping. The proposal always matches the quote.
Your branding
Logo, colours and standard wording for your business.
Scope and inclusions
Explain what is and is not included in plain language.
Terms and conditions
Attach your standard terms to every proposal.
Status tracking
Draft, Sent, Viewed, Accepted, Declined and Expired.
Customer acceptance
Customers can accept the proposal, which updates the deal.
PDF output
Download or send a PDF copy when needed.
Workflow example
From quote to accepted proposal
- Generate
Create the proposal from the finished quote.
- Review
Check scope, inclusions and terms.
- Send
Email it to the customer from Toolbase.
- Viewed
See when the customer opens it and follow up.
- Accepted
Acceptance marks the deal won and starts delivery.
FAQ
Proposals questions
Can I use my own branding?
Yes. Proposals use your logo, colours and standard wording.
Can I tell if a customer has opened a proposal?
Yes. The status changes to Viewed when it is opened.
What happens when a proposal is accepted?
The deal is marked won and a project or job can be created from it.
See Proposals configured for your business
Tell us your industry and we will show you Toolbase set up the way you work.