This Proposals Pipeline solution is built to give teams complete control over how opportunities move from enquiry to signed work. The main proposal table serves as the single source of truth, supported by dedicated boards for clients and follow-up jobs to ensure nothing slips through the cracks. This level of structure is essential for any business that wants predictable revenue rather than hopeful forecasting.
Features
Find out more about the key features of the Proposals Pipeline solution.
4
Boards
1
Dashboard
8
Views
28
Automations
Integrates with:
Day-to-day management is handled through purpose-built views that reflect how teams actually work. The pipeline Kanban view makes deal stages instantly clear, the calendar view keeps deadlines visible, and the client location map adds useful geographic context. With 28 automations and two custom workflows handling follow-ups, status changes, and notifications, I think this removes a significant amount of admin that quietly drains momentum in sales teams.
Finally, the dashboard brings financials, invoices and proposal stages together in one place, giving leaders a real-time view of pipeline health. Instead of chasing updates or working from outdated spreadsheets, decisions are based on live data. Proposal systems fail less because of price, and more because of poor process, and this solution is designed to fix exactly that.
FAQs
This solution is designed for teams that manage multiple proposals, quotes or tenders and need clear visibility across every stage. It is particularly effective for sales, commercial and operations teams that rely on accurate forecasting and timely follow-ups.
Pipeline visibility is delivered through a combination of the main proposal board, Kanban pipeline view and real-time dashboard reporting. Proposal stages, values and deadlines are always visible, making it easier to prioritise opportunities and identify risks early.
Yes. While the solution includes a proven structure, proposal stages, automations and workflows can be adapted to reflect an organisation’s existing sales process. This ensures consistency without forcing teams to change how they work overnight.
Follow-ups are managed through a dedicated follow-up jobs board, supported by automations that trigger reminders, status updates and notifications. This reduces reliance on manual chasing and helps ensure no opportunity is forgotten.
The dashboard provides a consolidated view of proposal values, stages, invoicing status and overall pipeline health. This allows leadership teams to assess performance in real time and make informed commercial decisions based on live data, not retrospective reports.