Proposal Management
Create, price, generate, share, and track proposals from draft to win/loss.
Proposal management platform
Create professional proposals faster — and track every follow-up
Prastav helps businesses manage customers, products, services, pricing, templates, documents, and proposal follow-ups in one cloud platform. Start with ready-made proposal workflows for rack and shelving businesses, or customize templates for your own sales process.
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Proposal workspace
Live
CustomerContacts, notes, site visits
CatalogProducts and services
PricingTaxes, discounts, rate cards
ProposalClean document output
Follow-upStatus and reminders
P/01
Prastav brings the work behind every proposal into one connected platform.
Instead of moving between spreadsheets, documents, email, WhatsApp, and reminders, teams can create, price, generate, share, and track proposals from one structured workspace.
One workspaceCustomer, catalog, pricing, document, and follow-up context stays together.
Reusable templatesKeep proposal structure and presentation consistent across your team.
Pricing-readyUse rate cards, taxes, discounts, and plan-specific workflows where configured.
Follow-up awareTrack status, reminders, and outcomes after a proposal is shared.
M/02
Platform modules
Prastav combines the records, templates, pricing rules, documents, imports, integrations, and assistant workflows that support proposal creation.
Customers
Manage businesses, contacts, linked people, site visits, notes, and follow-up reminders.
Products and Services
Maintain product/service catalogs, specifications, pricing inputs, and reusable line items.
Templates and Documents
Use reusable proposal templates, attach supporting files, and keep proposal output consistent.
Rate Cards and Pricing
Organize pricing rules, reusable rate cards, discounts, taxes, and plan-specific pricing workflows.
Imports and Smart Paste
Bring in customer/product data from CSV, Excel, pasted text, and assisted cleanup workflows.
Linked Accounts
Import contacts from Google or Microsoft accounts with preview and user confirmation.
AI-Assisted Workflows
Use assisted extraction, cleanup, enrichment, and proposal/customer workflow support where enabled.
Search and Assistant
Find customers, proposals, products, services, templates, and other records through app-wide search and assistant workflows.
W/03
Proposal Management sits on top of your customers, catalog, pricing, templates, and follow-ups.
Prastav is not only a document generator. It connects the proposal workflow with the records and decisions behind it, so every proposal can be created faster, reviewed clearly, shared professionally, and followed up without losing context.
01
Capture customer/project details
Bring the customer, contact, site, notes, and project context together.
02
Select products, services, templates, or line items
Build proposals from structured catalog and template inputs.
03
Apply pricing, taxes, discounts, and terms
Keep pricing decisions visible before document generation.
04
Generate a clean proposal document
Create consistent, customer-ready output from reusable templates.
05
Share by email or WhatsApp
Send the proposal through the channel that fits the customer.
06
Track status, reminders, and outcome
Follow up without losing the decision history behind the proposal.
I/04
Ready-made setup for rack, shelving, and storage businesses
Prastav includes a focused setup for rack and shelving businesses with product structures, proposal templates, pricing inputs, and workflows designed around storage-rack sales. Templates can be customized at no extra cost during setup.
Supermarket racks
Reusable structures for common retail rack proposal needs.
Storage racks
Storage and warehouse proposal workflows with structured inputs.
Display racks
Templates and line items for display-oriented projects.
Warehouse/storage proposals
Keep larger storage requirements clear and proposal-ready.
Dimension/specification-based pricing
Use dimensions, specifications, and reusable pricing inputs.
Custom product templates
Shape proposal templates around your catalog and sales process.
Pricing
Simple pricing for proposal teams
Choose a plan that fits your business. Current public plans are loaded from Prastav when available.
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Online payments, when enabled, are processed securely through Razorpay or the configured payment provider. Prastav does not ask you to share card, UPI, or netbanking credentials directly with us.