Digital Proposals
Present professional offers online.
Create polished proposals that customers review and approve online, connected to the opportunity.
OmniSuite
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What is Digital Proposals?
The business problem it solves
Present professional offers online. Without it, the work that digital proposals handles tends to slip through the cracks — missed calls, forgotten follow-ups, and disconnected records.
Key benefits
- Professional presentation
- Online approval
- Tracked views
Three simple steps
Assemble scope and pricing.
Deliver a branded link.
Track opens and approvals.
Where it fits your business
How it connects with the rest of OmniSuite
Every feature shares one CRM, one inbox, and one automation engine — so actions flow across your business automatically.
Digital Proposals reads from and writes to the same customer records, calendars, and workflows as every other OmniSuite capability. When something happens here, the rest of your business responds automatically.
Related features
Frequently asked questions
Some Digital Proposals capabilities are included in standard plans, while others are add-ons, integrations, or services depending on your configuration. Availability is confirmed during onboarding.
Most features connect to others automatically inside OmniSuite. Some require a supported integration or provider — we'll disclose any setup, usage, or third-party requirements before you enroll.
Yes. Book a free demo and we'll walk you through a live demonstration using sample data, then recommend a configuration for your business.
Ready to put Digital Proposals to work?
Book a free demo and we'll show you this feature — and the connected system around it — using sample data.