Proposal Builder
Streamline the way you create and manage proposals. Store all product details, including production costs, content, and sales prices, so you can quickly access and use this information when needed.
Prepare Proposals for Customers
Create a workspace in Business Online CRM or Project and access a proposal calculator. This allows you to:
- Easily add products requested by the customer
- Set the proposal’s validity period
- Send for approval
Workspace for creating customer proposals
Funksjonalitet & Fordeler
Build and Customize Quotes with Ease
Add products and services, set the validity period, and send quotes for internal approval—all from a dedicated workspace. Reduce manual errors and streamline your sales cycle.
Centralized Product Management
Store product details like cost, content, and price. Create reusable templates and packages to save time and ensure consistent communication with customers.
Workspaces for Products and Quotes
Track all customer-facing documents—quotes, bids, confirmations, and invoice drafts—in one place. Attach relevant documentation to each offer using a structured folder system.
Product History and Supplier Tracking
Track material use, suppliers, and updates to each product. Use this historical data to support continuous improvement and compliance.
Ready for Accounting Integration
Seamlessly transfer data from quote to invoice with integration to your financial system—ensuring a smoother quote-to-cash process.
Validity and Terms
Define quote start and end dates, currencies, and payment terms to ensure predictability and professionalism. Reduce the risk of misunderstandings or expired information.
Track proposals sent to customers
Send proposals, order confirmations, tenders, or invoice drafts—all in one place. Everything worked on or sent to customers is stored in one place. Business Online can also be easily integrated with your accounting system.
List view of different proposals created for a customer
Product workspaces
With dedicated workspaces for your company's products and services, you gain a structured approach to product management.
- Track product and service history
- Monitor materials, suppliers, and related components
- Organize relevant documentation in a structured folder system
List view of company products
Manage products and conditions
With Proposal Builder, you gain a dedicated module for:
- Managing your products
- Creating product bundles and proposal templates
- Adjusting standard settings for validity, currency, and terms
Administration page of the Proposal Builder
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Gain complete visibility over customers, sales opportunities, contracts, and suppliers—all in one place.
Reduce administrative work, avoid mistakes, and achieve better employee management—from onboarding to performance reviews.