Simplify Sales Quotes, Proposals & Estimates for Faster Client Approvals
Easily create, manage, and automate professional business proposals and estimate templates. Built-in digital signature support and seamless CRM integration help you close deals faster.
Managing sales quotes, proposals, and estimates has never been simpler. With our all-in-one proposal software, you can create polished business proposals and estimate templates right inside your CRM. Generate, send, and track every document from a single system - no more switching between tools. Want to deliver an estimate instantly after a customer submits a form on your website? Consider it done.
Professional Proposal Creation Made Simple
Deliver polished, branded business proposals that impress clients and close deals faster. Our proposal software helps you stand out with professional design, clear details, and automation built right into your CRM.
Customizable Templates
Create reusable estimate templates and proposal layouts tailored to your brand. Add your logo, colors, and business details for a consistent, professional presentation every time.
Rich Content Formatting
Enhance your sales quotes and proposals with detailed descriptions, images, and videos. Show the full value of your services and make complex offerings easy for clients to understand.
Dynamic Pricing Tables
Give clients flexibility with interactive pricing tables. Let them choose options, compare packages, and customize services - empowering them while simplifying your proposal management process.
Automated Estimates
Save time with automation. Instantly send estimates to prospects right after they complete a form on your website, keeping the momentum strong and reducing delays.
Accurate Estimation Tools for Clearer Sales Quotes
Deliver precise estimates that set clear expectations and build client confidence. With built-in proposal management features, you can create consistent estimate templates that simplify pricing and strengthen your professional image.
Line-Item Pricing
Break down products or services into line items with detailed descriptions and pricing. This transparency helps clients understand the full scope of work and associated costs.
Automatic Calculations
Automatically calculate totals, including taxes, discounts, or adjustments. Reduce manual work, avoid errors, and ensure your estimates are always accurate.
Optional Add-Ons
Give clients flexibility with optional add-ons or upgrades. Make it easy to upsell and customize estimates, turning a simple sales quote into a tailored business proposal.
Digital Approval & Secure E-Signatures
Simplify client approvals with fast, secure digital signature tools. Eliminate paperwork, speed up turnaround times, and keep every proposal and estimate organized in one system.
E-Signature Integration
Empower clients to review, sign, and approve business proposals and estimates online. Our built-in e-signature technology makes the approval process seamless while keeping documents legally binding and secure.
Multi-Party Signing
Need multiple approvals? Collect digital signatures from all stakeholders with ease. Streamline your proposal management workflow and ensure every decision-maker can sign off without delays.
Signature Notifications
Stay in the loop with instant notifications the moment a proposal or estimate is signed. Respond quickly, move projects forward, and close deals faster.
Automated Follow-Ups & Real-Time Status Tracking
Keep deals moving forward with automated reminders and clear proposal management tools. Reduce delays, boost response rates, and maintain momentum until every business proposal is approved.
Proposal Reminder Emails
Send automated reminder emails to clients who haven’t yet reviewed or signed your proposal or sales quote. Keep your offers top of mind and increase the chances of timely approval.
Approval Status Tracking
Track every proposal’s approval status in real time. Know exactly when a client has opened, viewed, or signed, so you can follow up at the right time and close deals faster.
Analytics & Performance Tracking for Smarter Proposal Management
Gain valuable insights into your proposals and estimates so you can refine your approach and boost conversions. With powerful analytics built into your CRM, you’ll always know what’s working and where to improve.
Proposal View Tracking
See exactly when a client opens and reviews a business proposal. Use this data to follow up at the right time and keep deals moving forward.
Conversion Tracking
Track which sales quotes and proposals convert into closed deals. Identify winning patterns, optimize proposal templates, and focus on the strategies that deliver results.
Revenue Forecasting
Forecast potential revenue based on proposals in progress. Use data-driven insights to prioritize opportunities, allocate resources, and hit your business goals with confidence.
Benefits of professional proposals & docs
Save Time on Document Creation
Automate proposal and estimate generation with our all-in-one proposal software. Eliminate repetitive manual work by using customizable estimate templates, giving you more time to focus on growth and client relationships.
Increase Client Conversions
Close deals faster with a seamless digital signature process. By simplifying approvals for business proposals, you reduce friction, improve client experience, and increase the likelihood of winning new business.
Enhance Professionalism and Security
Deliver polished, branded proposals directly from your CRM. Combine professional presentation with secure digital approvals, giving clients confidence in both your process and the quality of your services.
Related Features
Payments and Invoicing
Simplify billing by linking approved proposals directly to invoices for fast, accurate payments.
Workflows
Automate follow-ups and actions based on proposal or contract status updates.
CRM
Store client information and communication history in one place, making it easy to send relevant proposals and track interactions.
let's Start Streamlining Proposals & Estimates today!
Simplify proposal creation, automate estimate templates, and close deals faster with built-in digital signature support. Get started today and experience how our all-in-one proposal software helps you win more clients.
© Copyright 2024 - 2025. WinChilla CRM - Powered by Loyalty Gator Inc. All rights reserved.
The information provided by Loyalty Gator Inc. (DBA: WinChilla) ('we', 'us', or 'our') on https://www.winchilla.com (the 'Site') and our mobile application is for general informational purposes only. All information on the Site and our mobile application is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site or our mobile application. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE OR OUR MOBILE APPLICATION OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE AND OUR MOBILE APPLICATION AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.