PROPOSALS & ESTIMATES

Create professional proposals and estimates

Build beautiful proposals and estimates that win deals. With OptiKratos, you can create professional sales documents, add products from your catalog, customize pricing, and track proposal acceptance—all in one place.

14-day free trial, no credit card required
Trusted by over 100,000 companies
500+ integrations to boost workflows
Built-in AI to close deals faster
GDPR compliant and secure

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Full access. No credit card required. Used by over 100,000 companies.

Sales software - CRM and sales automation

Rated 4.5+ by 100,000+ companies in 179 countries

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Powerful proposal and estimate features

Create, send, and track proposals effortlessly

Proposal builder

Create professional proposals with customizable templates

Quote generation

Generate accurate quotes with product catalog integration

Proposal sending

Send proposals via email and track delivery

Proposal tracking

Track when proposals are viewed and accepted

PROPOSALS & ESTIMATES

Build proposals that win deals

OptiKratos proposal builder helps you create professional proposals and estimates quickly. Use customizable templates, add products from your catalog, set pricing and discounts, include terms and conditions, and customize the layout to match your brand.

Send proposals directly to contacts via email, track when they're viewed, and get notified when proposals are accepted. All proposal data is automatically linked to deals, making it easy to convert accepted proposals into closed deals.

Proposal features:

Customizable templates
Product catalog integration
Pricing and discounts
Brand customization
Proposal tracking
PDF export

Benefits of proposal management

Create professional proposals faster

Improve proposal acceptance rates

Track proposal engagement

Close deals faster

Maintain brand consistency

Streamline sales process

Proposals & estimates FAQ

Proposals and estimates are sales documents that outline products, services, pricing, and terms for potential customers. They help communicate your offering clearly and professionally, making it easier for prospects to make purchasing decisions.

Yes, OptiKratos allows you to create custom proposal templates with your branding, logo, colors, and layout. You can save templates for reuse and customize each proposal as needed. This ensures consistency while allowing flexibility.

OptiKratos provides a proposal builder where you can create professional proposals and estimates. You can use templates, add products from your catalog, customize pricing, include terms and conditions, and send proposals directly to contacts. Track when proposals are viewed and accepted.

OptiKratos tracks when proposals are sent, viewed, and accepted. You can see proposal status in the deal record and get notifications when prospects view or accept proposals. This helps you follow up at the right time and close deals faster.

Start creating winning proposals today

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