Proposal Tracking Software: Proposal Management

What Is Proposal Tracking Software?

Proposal tracking software manages the creation, follow-up, and analysis of proposals sent by your company to customers. Every stage is tracked, from proposal preparation to customer approval, from the revision process to sales conversion.

The Rapitek CRM proposal tracking module has been developed to suit Turkish business processes, built on experience from 200+ enterprise projects. Features such as TRY and foreign currency proposal preparation, VAT calculation, approval workflows, and e-signature support are provided as standard.

How Does the Proposal Process Work?

Proposal Creation

Prepare your professional proposal in minutes by selecting from the product/service catalog. Save time with templates and previous proposals.

Approval Process

The proposal is automatically forwarded to authorized personnel according to the defined approval hierarchy. Approval status is tracked in real time.

Sending to Customer

The approved proposal is generated as a PDF and sent to the customer via email. Whether the customer has opened the proposal is tracked.

Follow-Up and Conversion

Automatic reminders are sent for pending proposals. Accepted proposals are converted into sales orders.

Proposal Tracking Software Features

Proposal Templates

Create proposal templates specific to your industry and products. Quickly prepare recurring proposals.

Automatic Pricing

Automatic price retrieval from product catalog, discount rules, and VAT calculation. TRY and foreign currency support.

Revision Tracking

All versions of proposals are stored. See what changes were made and by whom.

Proposal Analytics

Proposal conversion rates, average closing times, and loss analysis reports.

Reminder System

Automatic reminders for pending proposals. Never miss a proposal that needs follow-up.

PDF and Email Integration

Create professional PDF proposals and send them to customers directly from the CRM.

Proposal Status Tracking Table

Proposal Status	Description	Automatic Action
Draft	Proposal in preparation stage	Reminder: Incomplete proposals
Pending Approval	Awaiting authorized approval	Notification: Email to approver
Sent	Delivered to customer	Follow-up: Reminder after 3 days
Viewed	Customer opened the proposal	Notification: Alert to sales representative
Accepted	Customer approved	Action: Create sales order
Rejected	Customer declined	Analysis: Record loss reason

Frequently Asked Questions

Why is proposal tracking software necessary?

Proposal tracking software systematizes the follow-up of sent proposals. It shows which proposal is at which stage, when to follow up with whom, and conversion rates. It prevents missed opportunities that occur with manual tracking.

Can I customize proposal templates?

Yes. You can create custom proposal templates with your company logo, color scheme, and text layout. You can define different templates for different product groups.

Can I create proposals in foreign currencies?

Yes. Rapitek CRM supports creating proposals in TRY, USD, EUR, and other currencies. Automatic conversion with live exchange rates is available.

How does the proposal approval process work?

Approval hierarchies are defined based on proposal amount or customer segment. Proposals above specified thresholds are automatically routed to the authorized manager for approval.

Can I access my past proposals?

Yes. All proposals and their revisions are stored indefinitely in the system. You can access past proposals, search, and generate reports at any time.

Can I get proposal conversion reports?

Yes. Detailed reports are available including proposal conversion rates, average closing times, best-selling products, and loss reasons.

Is ERP integration possible for proposals?

Yes. Rapitek CRM provides proposal and order integration with Logo, Netsis, Mikro, and other ERP systems. Accepted proposals can be automatically transferred to the ERP.