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  • Proposals Module

Close deals faster with smart, seamless proposals

Accelerate your sales cycle with powerful proposal tools, customizable templates, smart automations, and seamless integrations.

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Features

Find out how Cinqd’s powerful features help you build proposals faster, look professional, and win more business.

Proposal builder

Create polished, on-brand proposals in minutes.
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Proposal templates

Create branded proposals fast with templates, customise for clients, and send instantly.

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Library of services

Centralise service offerings for quick access.

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Track & optimise proposal

See when proposals are opened and signed for smarter, timely follow-ups.

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E-signing

Send proposals for secure e-signatures and get client approval instantly.

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Version control & tracking

Track proposals with live statuses. Draft, Sent, Viewed, to close deals faster.

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Proposal-to-work-automation

Build accurate proposals fast
with detailed pricing tables and totals.

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Customized to fit your workflow

Integrated workflows

Proposals don’t stop at approval. As soon as a client accepts, linked tasks and workflows are triggered automatically from project setup to service delivery, keeping your team aligned and work moving without delay.

Add your logo, brand colours, and layouts so every proposal looks consistent and professional.

Attach supporting files like case studies, contracts, or brochures directly to proposals.

Monitor proposal progress with clear statuses, Draft, Sent, Viewed, active.

Benefits

Find out how Cinqd modules work together to drive your business growth.

Smart upselling

Flexible pricing with tiers & service-level options for accurate proposals.

Brand control

Your brand, your way. Use logos, custom domains, and colors so every proposal looks professional.

Winning templates

Access pre-built, proven templates designed to close deals faster and save your team hours.

Bulk create, send or renew

Generate, send, or renew multiple proposals at once, perfect for scaling teams.

Automated invoice generation

Auto-generate invoices from proposals accurate, seamless, and on time.

Track views & client activity

See when and how clients engage

Reporting

Track proposal statuses, deal value, and sales rep performance using visual dashboards. Cinqd centralizes your proposal data, providing visibility into top performers, lead sources, and win rates.

Identify what works, refine strategies, and scale confidently with insights that drive growth and efficiency.

Proposals + integration

Cinqd Proposals connects seamlessly with your accounting software, so billing flows directly from accepted proposals. Set billing schedules inside your proposals, and invoices are automatically generated in Xero, QuickBooks, FreeAgent, and more.
This keeps sales and finance aligned, eliminates duplication, and ensures every deal moves smoothly from proposal to payment.

Happy clients make us happy

  • Cinqd has completely revolutionized how we pitch new clients. Proposals that once took hours now take minutes, and they look better than ever. Highly recommend this platform.

    Samuel Foster | Verified Member

  • As a boutique law firm, branding and detail matter. Cinqd lets us customize every part of the proposal to match our standards and clients always comment on how professional it looks.

    Nathaniel Reed | Verified Member

  • Our agency closes deals 30% faster thanks to the proposal templates and integrated pricing library. It’s a real game-changer.

    Alexander Pierce | Verified Member

  • I especially appreciate how Cinqd tracks who opened and signed the proposal. The built-in workflow means I never miss a follow-up

    Grace Sullivan | Verified Member

  • We’ have reduced our proposal creation time by over 60%. Everything from packages to client emails is managed in one place. It’s incredibly efficient.

    Isabelle Hart | Verified Member

  • I love that I can duplicate a winning proposal and just tweak the details for the next client. The archive and template tools are lifesavers.

    Eleanor Mason | Verified Member

Time Off Requests Handled
1 K+
Tasks Tracked Across Teams
1 M+
Assets Tracked Securely
100 +
Custom Policies Created
1 K+

Frequently Asked Questions

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What is the Proposals module in Cinqd used for?

The Proposals module helps you create, customize, and manage client proposals in one place. It supports templated content, automated pricing, integrated approvals, and real-time tracking of proposal status.

Yes, Cinqd offers pre-built and custom templates that allow you to generate proposals quickly while maintaining consistency across branding, structure, and pricing.

Absolutely. Clients can review, approve, and sign proposals digitally, streamlining your approval process and reducing turnaround time.

Yes, proposals can be directly linked to clients, contacts, and deals in the CRM. This ensures centralized access to all related records and improves visibility across the sales pipeline.

Cinqd lets you add dynamic pricing tables, tax rules, and discounts. You can configure one-time or recurring charges and bundle service packages with predefined logic.

Yes. Cinqd allows you to track whether a proposal has been viewed, approved, or signed. You can also set automated reminders and follow-ups based on proposal activity.

Ready to close more deals?

Begin your journey to explore how Cinqd’s integrated proposal tools can streamline your sales cycle, enhance collaboration, and accelerate revenue.

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