Proposal Management
Create, price, generate, share, and track proposals from draft to win/loss.
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Proposal management, built around the sales workflow
Prastav is a cloud-based proposal management platform for growing businesses. It helps teams manage customers, products, services, templates, pricing, documents, follow-ups, and proposal workflows in one place.
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One platform for the records, pricing, documents, and follow-ups behind every proposal.
Connected recordsCustomers, contacts, site notes, and proposal history stay linked.
Reusable proposal systemCatalog items, services, templates, and documents become repeatable.
Setup flexibilityUse ready workflows or adapt templates for your sales process.
Workflow visibilitySearch, reminders, status, and assistant workflows keep teams oriented.
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Platform modules
Use the modules you need, then expand into imports, linked accounts, and assisted workflows where enabled.
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.