- Proposals Module
- Proposal Builder
Proposal Builder
Create smarter proposals in minutes
Smart proposals that win more business
Win deals faster with Cinqd’s Proposal Form Builder. Forget hours of manual edits and messy formatting just add ready-made introductions, terms & conditions, your services, and pricing. Proposals are instantly polished and client-ready. Built-in templates keep branding consistent, while reminders and instant approvals maintain momentum. With centralised storage, nothing slips through the cracks, delivering faster turnarounds, fewer mistakes, and proposals that close with confidence.
The power of smarter proposals
Faster deal
closures
Auto-fill data, reuse templates, and send proposals in minutes not days.
Real-time client insights
Track opens, views, and interactions to time your follow-ups perfectly.
Seamless CRM integration
Collaborate across departments with built-in approvals and version control.
Smart, simple proposal creation
Create polished proposals in minutes with ready-made introductions tailored to client, service, or industry type. Just pick, edit, and send no design skills needed. Auto-filled client data, pre-set pricing tables, and drag-and-drop sections make every proposal professional, on-brand, and client-ready. Duplicate winning formats or start fresh with ease, while live status updates and engagement insights keep deals moving forward faster.
Stay compliant without slowing down
Save time and reduce risk with ready-made Terms & Conditions you can apply at the service or proposal level. Add the right clauses instantly without hassle. Add the right clauses instantly without reinventing the wheel, ensuring every proposal is accurate, compliant, and tailored to your client. Combine this flexibility and instant updates, so you move deals forward faster while staying fully protected.
Proposals that reflect your brand
Make every proposal instantly recognisable with Cinqd’s built-in branding tools. Upload your company logo, choose your brand colours, and set placement preferences with just a few clicks. Every document your team sends looks polished, professional, and consistent, no extra design work required. From logos to colours, Cinqd ensures your brand identity stays front and centre in every client interaction.
Frequently Asked Questions
What is the Proposal Builder in Cinqd?
The Proposal Builder is a powerful tool that lets you create, customise, and manage sales proposals directly from your proposals. It helps you streamline approvals, track engagement, and close deals faster.
Can I use templates for proposals?
Yes, Cinqd offers reusable templates with smart fields to auto-fill client data. You can customise fonts, branding, and sections without needing any design experience.
Can I track if a client opened or viewed the proposal?
Cinqd’s Proposal History tab lets you see exactly when a proposal was created, sent, and signed, with clear timestamps for full transparency.
Can I manage all proposals in one place?
Yes, all your proposals from drafts and revisions to signed copies are stored centrally in your Cinqd dashboard for easy access, filtering, and auditing.
Can clients approve or sign proposals digitally?
Yes. Clients can review and sign proposals digitally, helping you reduce delays, speed up approvals, and keep the entire process in one place.
Can I update a proposal after creating it?
Yes. You can revise proposal content, pricing, terms, or sections whenever needed, while keeping a clear history of changes and previous versions for reference.
Try Cinqd's proposal builder now and close deals faster.
Design, track, and manage proposals effortlessly right from your CRM. No more PDFs, no more delays.
