Proposals & Estimates
Win deals with polished, trackable quotes.
Build itemised proposals from your product catalogue, send them as branded PDFs, track opens and acceptance, and convert accepted proposals into sales orders or invoices without re-typing a thing.
“We send quotes as Word files and never know if the customer even opened them.”
Imagine this
You pick items from your catalogue, add a discount and terms, and send a branded PDF. You can see when it is viewed. When the customer accepts, one click creates the sales order — prices and items carry over.
Walk me through itProposals & Estimates, step by step
- 1
Build the proposal
Pick items from your catalogue, set quantities, discounts, taxes and terms; everything is priced from your master data.
- 2
Send a branded PDF
E-mail a professional PDF from within the system, with your branding and a clear call to action.
- 3
Track what happens
See when it is opened and whether it is accepted or declined, so follow-ups are timely and informed.
- 4
Convert on acceptance
Create the sales order, invoice or project directly from the accepted proposal, with no re-entry.
Everything inside Proposals & Estimates
Item-level pricing, discounts, taxes and terms
Branded PDF generation and e-mail delivery
Open / accept / decline tracking
Revisions and approval workflow
Convert to sales order, invoice or project
Questions it answers for you
The questions you would ask on a busy day — answered from live data, not last month’s spreadsheet.
Who in your team uses it
Sales team
Prepares quotes faster, follows up at the right moment and keeps revisions organised.
Sales manager
Reviews and approves discounts and sees the total value of open proposals.
Customer
Receives a clear, professional proposal and can accept it without back-and-forth.
Proposals & Estimates works with the rest of your business
Data flows between modules through the platform’s event bus — nothing is typed twice.
Where Proposals & Estimates makes the biggest difference
Proposals & Estimates: common questions
Can I revise a proposal?
Yes. Proposals support revisions and an approval workflow.
Can I turn it into an invoice?
Yes. Accepted proposals convert to sales orders or invoices.
Keep exploring
See Viamione with your own workflows
Book a tailored walkthrough. We map your processes to modules and recommend a plan.