Customer
Start with the customer and the context behind the requirement.
Proposal Management
From customer requirement to professional proposal — in one workflow.
Bring customer information, reusable products and services, pricing, terms, documents, sending, and follow-ups together instead of moving between Excel, Word, PDFs, email, and WhatsApp.
Customer
ABC Industries
Products & Services
Reusable line items
Pricing
Rates · Tax · Discount
Terms
Commercial terms
Documents
Specifications
Customer proposal
ABC Industries
Draft
Product / ServiceSpecification
QtyAmount
Heavy-duty rack4500 × 2700 × 900 mm
12₹4,80,000
InstallationSite fit-out
1₹85,000
Pricing · GST · Terms
Customer-ready proposal
The manual proposal process
A proposal should not become a formatting project.
When product information, pricing, proposal content, documents, and communication live in different places, preparing a proposal becomes a chain of repetitive manual work.
01
Excel
Calculate quantities, prices, discounts, and taxes.
02
Word
Copy the previous proposal and replace customer information.
03
Fix formatting
Repair tables, spacing, pagination, specifications, and terms.
04
PDF
Export again after every revision.
05
Email / WhatsApp
Find the customer conversation and send the latest file.
Customer requests a change
Go back through the chain and repeat it.
Start from an old proposalCopy customer details, products, descriptions, and commercial content.
Check the spreadsheetMake sure quantities, prices, discounts, and taxes are still correct.
Fix the documentAdjust tables, pagination, formatting, specifications, and terms.
Export and sendGenerate another PDF, send it, then remember to follow up.
One connected workflow
One path from customer requirement to proposal — and beyond.
Prastav connects the information needed to prepare the proposal with the work that happens after it is sent.
Build
Bring in products, services, specifications, quantities, templates, terms, and supporting information.
Price
Use reusable pricing information, taxes, discounts, and commercial terms.
Review
Check the proposal before it goes to the customer.
Send
Generate the proposal PDF and share it through email or WhatsApp.
Follow up
Keep the next action, proposal status, reminders, and customer activity connected.
Customer
Build
Price
Review
Send
Follow up
Current stage
Customer
Start with the customer and the context behind the requirement.
Build with what you already know
Stop rebuilding the same proposal information.
Products, services, specifications, templates, pricing, terms, documents, and customer information should be reusable inputs — not content copied manually into every new proposal.
Customer contextCompany · Contacts
TemplatesReusable structure
Products & ServicesCatalog information
SpecificationsStructured details
PricingRates · Tax · Discount
Terms & DocumentsCommercial information
Customer proposal
Assembled from reusable information
CustomerItemsPricingTerms
Customer contextStart with the correct company and contact information.
TemplatesUse a reusable structure instead of copying an old document.
Products & ServicesBring reusable catalog information into the proposal.
SpecificationsKeep product or service details structured and consistent.
PricingUse reusable rate information while retaining proposal-specific decisions.
Terms & DocumentsBring the relevant terms and supporting information into the same workflow.
Review & control
Know what price, content, and terms are going to the customer.
A professional proposal is not only about layout. Before sending, your team needs to know that the customer, quantities, specifications, pricing, taxes, discounts, terms, and supporting information are correct.
ProposalABC Industries
Review
Customer
ABC Industries Pvt. Ltd.
Purchase Team · Bengaluru
Items & specifications
Heavy-duty pallet rackQty 12
Installation & commissioning1 lot
Commercials
Subtotal₹5,65,000
Discount5%
GST18%
Terms & documents
Payment terms · Delivery · Warranty · Specifications
✓
CustomerCorrect customer and contacts
✓
Items & quantitiesProducts, services and specifications
✓
PricingRates, discounts and tax
✓
Terms & documentsCommercial terms and supporting information
Review complete
Ready to send
Send & follow through
The workflow should not end when the PDF is generated.
Generate the customer-ready proposal, share it through the channel that fits the conversation, and keep the status and next action connected afterward.
Generate PDF
Customer-ready proposal
@
Email
Share the proposal
W
WhatsApp
Share in the conversation
Proposal status
Keep the sent proposal connected
Follow-up
Record the next action
Next customer action
Calendar · reminder · notification
GenerateProduce the customer-facing proposal PDF from the connected proposal data.
ShareSend through email or WhatsApp according to the customer conversation.
Keep contextKeep the sent proposal connected to the customer and proposal record.
Follow throughRecord the next action and follow-up.
Stay awareUse calendar activity, reminders, and notifications to keep the opportunity moving.