Proposals
Deskmantle's proposal builder helps you create professional, branded proposals that impress clients and close deals faster. Proposals support pricing tables, rich media, e-signatures, and real-time analytics.
Creating a Proposal
- Navigate to a deal and click the Proposals tab, then + New Proposal.
- Choose a template or start from scratch. Templates include layouts for consulting, SaaS, agency work, and more.
- Fill in the proposal sections:
- Cover page — client name, project title, your logo, and date.
- Executive summary — a brief overview of the project scope and objectives.
- Scope of work — detailed description of deliverables, timeline, and milestones.
- Pricing table — line items with quantities, unit prices, and totals. Supports one-time, recurring, and optional items.
- Terms and conditions — payment terms, cancellation policy, and legal clauses.
- Signature block — space for both parties to sign electronically.
- Click Preview to see the proposal as the client will see it.
- Click Send to email the proposal or copy the link to share directly.
AI-Assisted Proposals
Ask Desk to help write your proposal:
- "Draft a proposal for a website redesign project for Acme Corp, budget $15,000."
- Desk uses your past proposals, the client's history, and the deal context to generate a complete draft.
- Review, edit, and send.
Pro tip: Enable proposal analytics to see exactly when the client opens your proposal, how long they spend on each section, and whether they revisit the pricing page — then follow up at the right moment.
E-Signatures
Proposals include built-in e-signature capability. When the client clicks "Accept and Sign," they draw or type their signature, and a legally binding PDF is generated and emailed to both parties.