One platform for the work behind every proposal.

Proposals

Create, manage, send and follow through on customer proposals.

Bring customer context, products and services, quantities, specifications, pricing and commercial terms into one connected proposal workflow.

• Link proposals to the right customer and contacts.
• Combine products or services, pricing, taxes, discounts and terms.
• Generate a customer-ready PDF and share it by email or WhatsApp.
• Keep proposal status and the next follow-up connected.

Keep reusable proposal structures, specification formats and recurring content ready for the next customer instead of rebuilding old Word files.

• Create reusable proposal structures.
• Use specification templates for consistent product information.
• Keep recurring sections and terms organized.
• Reuse published templates in supported proposal workflows.

Keep company records, contacts and related activity together so each proposal begins with the right customer context.

• Maintain customer and company records.
• Keep contacts connected to the right business.
• Reference related proposal activity.
• Connect customer visits and follow-ups.

Plan and record site visits in the context of the customer and project so the information is available when the proposal is prepared.

• Plan visits against customer context.
• Record customer-site activity.
• Keep related project information together.
• Use visit context during proposal preparation.

Bring scheduled customer work, site visits, proposal activity and follow-ups into one view of upcoming work.

• View scheduled customer activity.
• Keep proposal-related work visible.
• See planned site visits and follow-ups.
• Organize upcoming work around the customer.

Give each customer conversation a clear next action and keep reminders tied to the proposal or customer context.

• Record the next action for a customer.
• Keep reminders visible.
• Retain the proposal context.
• Continue the conversation after sending.

Keep products and services as reusable business records with the specifications and line-item information needed during proposal preparation.

• Maintain products and services.
• Organize reusable specification information.
• Bring catalog information into proposal line items.
• Set proposal quantities without rebuilding the item.

Use rate cards and organized commercial information to give product and service pricing a reusable foundation.

• Maintain reusable rate cards.
• Connect pricing to products and services.
• Apply relevant taxes and discounts.
• Keep commercial pricing context with the proposal.

Keep proposal files, specifications and supporting documents organized alongside the customer and proposal work they support.

• Organize proposal-related files.
• Keep supporting specifications accessible.
• Reuse relevant business information.
• Reduce dependence on scattered local folders.

Paste customer, product or service information and let Prastav help structure it into useful inputs while your workflow remains in control.

• Structure incoming customer information.
• Reduce repetitive data entry.
• Prepare product and service information faster.
• Review structured information before using it.

Bring supported contact accounts and communication channels into the proposal workflow instead of moving information between disconnected tools.

• Connect supported Google and Microsoft contact accounts.
• Bring customer contact information into the workspace.
• Support email and WhatsApp proposal communication.
• Keep connected tools close to the workflow they support.

Review important workspace actions and changes with the user, record and operational context needed for accountability.

• Review important user actions.
• Trace changes to relevant workspace records.
• Keep user and activity context together.
• Support accountability when reviewing business activity.

Bring relevant proposal activity, reminders and workspace updates into view so the next action does not get lost.

• See relevant workspace notifications.
• Stay aware of proposal activity.
• Keep reminders visible.
• Use update context to identify the next action.