Files Are Scattered
Proposals are stored across separate Word, Excel and PDF files.
PROPOSAL SOFTWARE
Create, Send and Track Professional Proposals
Create proposals connected to customers and sales opportunities, share them as PDF and manage the proposal process from one CRM.
Connect proposals with customers and sales opportunities
Create professional PDF proposals
Track proposal and sales history in one place
Try free for 14 days. No credit card required.
app.dinamikcrm.com
Proposal No
PR-2026-0048
Draft
Customer
Nova Technology Inc.
Proposal Date
September 11, 2026
Product / Service
Qty
Amount
DinamikCRM Enterprise License
10
₺72,000
Setup and Training
1
₺18,000
Grand Total
₺90,000
Online Proposal Creation
PDF Proposals
Easy Sharing
Customer Connection
Sales Opportunity Tracking
Proposal History
END SCATTERED PROPOSAL MANAGEMENT
Are You Tracking Proposals Across Word, Excel and Email?
When proposals are created in separate files, finding the latest version, connecting it to the customer and tracking its sales status becomes increasingly difficult.
Versions Get Confused
It can become unclear which proposal version was sent to the customer.
Status Is Unclear
It is difficult to see whether a proposal is being prepared, has been sent or needs follow-up.
Customer History Is Disconnected
Proposals may remain separate from customer and sales opportunity history.
Follow-ups Are Delayed
Important follow-up actions can be forgotten after a proposal is sent.
Reporting Becomes Difficult
It becomes difficult to understand how many proposals were sent and how they convert into sales.
Customer
Create Proposal
Share
Track Sale
FROM PROPOSAL TO SALE
Manage the Entire Proposal Process from One CRM
Start from the customer record, create the proposal, share it and manage the next steps of the sales process from the same system.
Connect proposals directly with customer records
Create proposals with product and service items
Share proposals in a professional format
Track sales activities after the proposal
CRM-INTEGRATED PROPOSAL MANAGEMENT
Keep Proposal, Customer and Opportunity Together
Manage proposals as part of your customer relationship and sales process instead of isolated files.
View proposal history connected to each customer
Connect proposals with sales opportunities
Track activities and conversations in the same history
Make your team's proposal process visible
app.dinamikcrm.com
AJ
Michael Taylor
Nova Technology
Active Opportunity
Latest Proposal
₺90,000
Sales Stage
Proposal
Next Activity
Proposal Follow-up
Proposal Ready
Send to Customer
Follow Up
PROPOSAL TRACKING SOFTWARE
Don't Stop at Sending the Proposal. Track What Happens Next.
Keep proposals connected to customers and the sales process, and plan the conversations and follow-up activities that come next.
Manage proposal records centrally
View proposal history by customer
Plan follow-up activities after proposals
Manage proposals together with your sales pipeline
PROFESSIONAL PROPOSALS
Present Clear and Professional Proposals to Your Customers
Prepare proposals in a structured format and generate professional documents that can be shared with your customers.
Prepare proposals in PDF format
Present customer and proposal information in one document
Standardize the professional appearance of your proposals
Sales Proposal
PR-2026-0048
Nova Technology Inc.
Grand Total
₺90,000
WHO IS IT FOR?
For Businesses That Create Proposals Regularly
Businesses that want to manage proposal creation and sales tracking in the same process can use DinamikCRM's proposal management capabilities.
B2B Companies
Manage proposals prepared for business customers together with sales opportunities.
Sales Teams
Manage proposal creation, sharing and customer follow-up from a common system.
Consulting Companies
Manage service proposals together with customer information and sales activities.
Technical Service Companies
Centralize proposal processes that contain products, services and service items.
Software and Technology Companies
Track license, service and project proposals together with your CRM sales process.
Growing Businesses
Move away from individual proposal files and create a shared proposal process across your team.
MANUAL PROPOSALS VS DINAMIKCRM
Manage a Proposal Process, Not Just Proposal Files
DinamikCRM makes proposals part of customer and sales management.
Feature
Manual Method
DinamikCRM
Proposal creation
Word / Excel
Inside CRM
Customer connection
Separate file
Connected to customer
Sales opportunity connection
Manual
Integrated
Proposal history
Scattered
Centralized
Follow-up after proposal
Personal tracking
CRM activities
Proposal Created
Follow-up Due
Reminder
PROPOSAL FOLLOW-UP AUTOMATION
Don't Forget the Follow-up After a Proposal
Manage proposal and sales follow-up steps more systematically with tasks, activities and notifications.
Plan tasks and activities after proposals
Make the sales representative's next steps visible
Support the proposal process with CRM automation
Start Creating Proposals Inside Your CRM
Bring proposals, customers and sales processes together on one platform.
FREQUENTLY ASKED QUESTIONS
About Proposal Software
What is proposal software?
Proposal software helps businesses create, share and track product or service proposals provided to customers in a structured way.
Can I create PDF proposals with DinamikCRM?
Yes. Proposals can be created and prepared as PDF documents that can be shared with customers.
Can proposals be connected to customers?
Yes. Proposals can be tracked together with customer records and the relevant sales processes.
Can I track sales activity after a proposal?
Yes. Meetings, tasks and other activities after a proposal can be managed from the CRM.
Can I try DinamikCRM for free?
Yes. You can try DinamikCRM free for 14 days. No credit card is required to start the trial.
Move Your Proposals Out of Files and Into Your Sales Process
Create professional proposals, connect them with your customers and manage the complete sales process with DinamikCRM.