Proposals & Quotes Software — Send and Track Sales Proposals
OptiKratos Proposals & Quotes (coming soon) will let you create, send, and track branded sales proposals directly from your CRM deal — with e-signature and acceptance tracking built in.
- 14-day free trial, no credit card required
- Unified with CRM and WhatsApp on one platform
- SOC 2 certified, GDPR ready
Rated 4.5+ by 100,000+ companies in 179 countries
What Proposals & Quotes Software — Send and Track Sales Proposals includes
Every capability ships as part of your OptiKratos workspace — no add-ons.
Proposal builder
Create branded proposals from deal data with a drag-and-drop editor.
E-signature
Collect legally binding signatures from prospects digitally.
Proposal tracking
See when prospects open, view, and sign your proposals.
Template library
Reusable proposal templates for different products and segments.
CRM deal linkage
Proposals automatically linked to the parent deal in CRM.
Approval workflows
Internal approval routing before proposals are sent to prospects.
Benefits of Proposals & Quotes Software — Send and Track Sales Proposals
- Coming soon — join the waitlist
Proposals & Quotes Software — Send and Track Sales Proposals — frequently asked questions
Everything you need to know about Proposals & Quotes Software — Send and Track Sales Proposals on OptiKratos.
Start using Proposals & Quotes Software — Send and Track Sales Proposals today
Full access on every plan. Upgrade as your team grows.
Part of Sales Software · SOC 2 · GDPR ready · Dedicated onboarding