Proposal Software to Send Quotes Your Customers Sign Online
Build quotes and proposals from a real price book, right inside your CRM. KudosCRM gives your team a complete proposal software to configure products, apply the right pricing, route big discounts for approval, and send a link your customer accepts online with an e-signature. Acceptance creates the order, marks the deal won, and raises a draft invoice, so nothing is retyped and nothing is lost.
The Short Version
What is proposal software?
Proposal software is the tool your team uses to build a priced quote, get it approved, and have the customer accept it. It holds the product catalog, the document, the discount approval, and the signature in one place.
In KudosCRM, proposals run on the same records as your leads and deals, so an accepted proposal becomes an order, a draft invoice, and a delivery project automatically.
The Problem
The Quote Lives in One Tool, the Approval in Chat, the Signature in a Scanner
By the time the customer says yes, the numbers have been retyped three times and nobody is sure which version was agreed to.
- ✕Prices copied from a spreadsheet, so two reps quote the same product differently
- ✕Discount sign-offs chased over chat, with nothing written down
- ✕A PDF the customer has to print, sign, and scan back
How KudosCRM Handles It
One Flow: Catalog to Quote to Signature to Order
The proposal sits on the same customer record as the deal, the approval is one click with a reason that sticks, and the customer signs online, so acceptance and the order happen in the same motion.
- ✓The pricing engine picks the right number, so reps never have to
- ✓Every discount exception saved on the record with a name and a reason
- ✓Order, draft invoice, and delivery project created the moment they sign
The Quote-to-Cash Chain
Run Every Step from Proposal to Payment in One Place
A proposal is more than a good PDF. KudosCRM brings every step, from pricing to signature to order, into one workspace on the same record as the deal, so your team can quote, close, and deliver without switching tools.
Configure & price
Pick products from the catalog; the right price book and quantity tier resolve automatically.
Quote
Add discounts and terms, see live totals, and send a branded PDF or link in one click.
Approve
Discounts over your threshold route to a manager, approved or rejected with a reason on the record.
Accept online
The customer signs with a type-to-sign e-signature. No print, no scan, full audit trail.
Order → cash
Acceptance creates the order, marks the deal won, and raises a draft invoice and delivery project.
The Proposal System
Catalog, Quote, Approval, Signature, Order, Built In
Each piece is a real, built capability, and they hand off to each other automatically on the same record as the deal.
Products & price books
Quote from a real product catalog, not a spreadsheet. Every product carries cost, margin, and per-product tax, and price books can be scoped by customer tier, territory, or partner. Effective dates and quantity-tier pricing resolve automatically, so the right price appears the moment you pick the product.
Products & pricingQuote & proposal builder
Build each proposal from the catalog or add free-text lines when you need them. Apply discounts per line or across the whole order, set per-line tax, and watch totals update live as you work. When it is ready, send a branded PDF or a shareable link in one click.
Quoting softwareDiscount approvals
Set a discount threshold for your team, with 20% as the default. Any proposal that crosses it routes to a manager before it can be sent, and the approval or rejection is saved on the record with a reason. No more chasing sign-offs over chat with nothing written down.
ApprovalsOnline acceptance & e-signature
Your customer opens a secure, tokenized link, reviews the proposal, and signs with a type-to-sign e-signature. No printing, no scanning, no customer login. KudosCRM captures the signer's name, IP address, and timestamp, so every acceptance carries a full audit trail.
Online acceptanceOrders & fulfillment
Acceptance converts the proposal into a sales order automatically. Orders move through clear statuses, from confirmed to in-fulfilment to fulfilled, so sales, delivery, and finance all see where things stand without asking each other.
Sales order managementVersioning & audit trail
Every revision of a sent proposal is snapshotted with its version number, totals, line items, and who edited it and why. When a customer asks what changed between version two and version three, the answer is on the record.
Quote versioningGo Deeper
Related features
What Happens After Your Customer Accepts?
Four things happen at once, so the work you just sold starts without a single record being retyped.
The order is created
The accepted proposal becomes a sales order instantly, with the same lines, prices, and taxes. Nothing is re-entered, so nothing is entered wrong.
The deal is marked won
The linked deal closes automatically and your pipeline and forecast update on their own. No one has to remember to drag the card.
A draft invoice is raised
Billing starts from the accepted numbers, not from a copy-paste. Finance reviews and sends, and the invoice stays connected to the same customer record.
Delivery kicks off on the same record
A delivery project is created for the work you just sold, on the same client record as the deal and the proposal. The handoff from sales to delivery happens without a handoff meeting.
What's Actually in the Box
Everything Proposals and Quoting Gives You
Live today, unless marked Soon — roadmap items are shown honestly rather than hidden.
Products & price books
Product catalog with cost, margin, and status
Per-product tax rate and billing cadence
Price books scoped by customer tier, territory, or partner
Effective-dated pricing with priority resolution
Quantity-tier pricing for volume breaks
Product CSV import Soon
Quotes & proposals
Build from a deal, contact, company, or from scratch
Product or free-text line items
Per-line discount, order-level discount, and per-line tax
Live totals that recompute as you work
Branded PDF with your logo, plus email or shareable link
List, filter, search, and paginate every proposal
AI product recommendations in the builder Soon
Approvals & versioning
Discount-threshold approval gate, default 20%
Request, approve, or reject with a reason and full audit
Editing a priced proposal re-opens approval automatically
Revision snapshots with version number, totals, and lines
Who edited it and why, kept on the record
Accept online & e-signature
Tokenized public link with no login for the customer
Type-to-sign e-signature
Signer's name, IP address, and timestamp captured
Branded PDF download from the public page
Full audit trail on every acceptance
Orders & handoff
Accepted proposal becomes a sales order automatically
The linked deal is marked won on acceptance
Fulfilment status from confirmed to in-fulfilment to fulfilled
Delivery project created on the same client record
Draft invoice raised for finance to review and send
Recurring billing, subscriptions, and MRR Soon
Automation & customer 360
Proposal and order events feed your workflows
Every transition logged to the customer timeline
Proposal, deal, order, invoice, and project on one record
Sales, delivery, and finance see the same statuses
Online payment capture Soon
Multi-currency FX conversion Soon
See It in the Product
From the Catalog to the Signed Order
A proposal works best as a repeatable process, not a document someone rebuilds from scratch every time. KudosCRM gives your team a simple workflow to price, approve, send, and convert every proposal.
Build the Proposal from Your Catalog
Pick products from the catalog and the right price book, quantity tier, and tax resolve automatically. Add discounts and terms, then check the live totals.
Route the Discount for Approval
When the discount crosses your threshold, the proposal holds for a manager. Requested, approved, or rejected with a reason, right on the record.
Let the Customer Accept Online
Send a link with no login. Your customer signs with a type-to-sign e-signature, and the order, draft invoice, and delivery project create themselves.
Proposal Software for Different Industries
Every industry closes deals differently. KudosCRM works as a CRM with proposals built in, giving each industry a simple way to price accurately, get sign-off online, and start delivery without retyping a single line.
Close Proposals with the Tools Your Team Already Uses
KudosCRM connects with tools like Gmail, Outlook, Slack, Chatra, Crisp, Google Calendar, and Zoom, so proposal notifications reach your team where they work, and the emails, meetings, and conversations around every deal stay on the same record as the proposal.
See All Integrations
FAQ
Frequently Asked Questions
Close Online
Start Sending Proposals That Close Themselves
Price from your catalog, route the discount, and let your customer sign online. 14-day free trial, instant setup.