Faster first drafts
Reuse templates, service catalogue offers and approved knowledge. AI suggests content for human review.
Create a direct business proposal, coordinate a formal RFx response, or manage a client buying decision from one governed workspace. Give teams structured content, approved pricing, independent reviews and optional contract-to-cash connections.
Standalone Proposal360 does not require Revenue360 CRM. Subscription availability, trusted signing, external delivery and financial connections depend on eligible plans, approved providers and configuration.
Bring people, customer context and approvals into a repeatable proposal process.
Reuse templates, service catalogue offers and approved knowledge. AI suggests content for human review.
Make review ownership, approval conditions, revision history and client outcomes visible.
Move accepted proposals to governed quote, contract, payment and delivery processes when enabled.
Keep role permissions, document versions and downstream receipts separate from assumptions.
Start with the right amount of process. Proposal360 can operate independently for direct client offers, coordinate complex bids, or support a multi-stakeholder buying decision.
No compulsory tender, CRM or external finance process.
Formal submissions require genuine issuer receipts.
Acceptance, signing, invoicing and settlement are distinct events.
Move from a client-ready document to structured team response management without losing pricing authority, version history or approval provenance.
Tenant-controlled customer records, relevant company context, issuing-entity selection and optional CRM linking.
Reusable proposal layouts, brand and content blocks, structured sections, document history and immutable published snapshots.
Catalogue prices, discount review, alternative buyer options, detailed line items and currency-specific commercial terms.
Precise offer currencies, controlled issuer information and independently configured tax and FX arrangements.
AI-assisted text and ROI scenario planning, with approved source context, citations where available and human responsibility for claims.
Scoped permissions, conditional approval cycles, revision handling and the separation of draft, approved and client-issued content.
Requirement matrices, SME assignments, source dependency checks, original-format candidates and independent output acceptance.
Scoped recipient roles, comments, revision requests and shared milestones tied to the published proposal version.
Versioned process designs, approval rehearsals and optional connected quote, contract, document or finance handoffs, subject to owner authorization.
Give the client a controlled place to inspect the published proposal, ask questions and respond. The seller retains an auditable history of the exact version and applicable approvals.
A secure invitation is not proof of delivered email. Acceptance is not a verified electronic signature, invoice or payment.
“Could implementation and training be priced as separate phases?”
Client decisions remain separate from legal signature, settlement and downstream contract issuance.
Connected add-ons require separate licensing, permissions, configuration and operational acceptance.
Optional customer/opportunity sync and lost-deal reporting. Proposal360 supports tenant-scoped customer management without the CRM add-on.
Governed follow-up for offers, quotations, contract drafting and signature provider integrations.
Issue eligible invoices, obtain provider receipts, reconcile financial postings and bank settlement when commissioned.
Review industry, scale and service-specific value cases; hand off work into relevant project or delivery systems.
Integration assurance: Proposal acceptance does not itself prove payment, contract execution, CRM conversion or Accounting360 posting.
Use your own operational inputs. The following values are illustrative assumptions, not independent industry benchmarks or guaranteed savings.
Planning estimate, not a verified ROI360 output. Results exclude taxes, unentered implementation costs and other unquantified benefits. Review assumptions before showing results to a client.
Compare Starter, Team / Professional, Business, Enterprise and Global options. Published prices and allowances are supplied automatically by Numerish PricingHub after the required commercial controls. Plans not yet approved for public sale show availability guidance rather than an unapproved price.
Retrieving current public PricingHub pricing…
A simpler start with independent reviews.
Commercial terms subject to confirmation
Pricing and entitlements are subject to approved publication.
A practical starting point for established proposal teams.
Commercial terms subject to confirmation
Pricing and entitlements are subject to approved publication.
Broader proposal collaboration across departments.
Commercial terms subject to confirmation
Pricing and entitlements are subject to approved publication.
Enterprise-scale pursuit and review operations.
Commercial terms subject to confirmation
Pricing and entitlements are subject to approved publication.
Private procurement, multinational and sovereign requirements.
Commercial terms subject to confirmation
Pricing and entitlements are subject to approved publication.
Enterprise safeguards in every plan: tenant isolation, scoped permissions, version integrity and applicable independent approvals. External buyer viewers are not automatically charged as internal named users. Qualified digital signatures, notification delivery and downstream finance integrations need separate commissioning.
Current publicly displayable PricingHub reference prices for Team capacity extensions. The contract and available capacity are confirmed before purchase.
| Capacity | Monthly reference | Annual reference |
|---|---|---|
| Additional internal user | — | — |
| Additional legal entity | — | — |
| Additional 100 GB storage | — | — |
| Additional 10,000 AI credits | — | — |
| Additional 250 commercial work items | — | — |
| Additional 10 active workspaces | — | — |
Eligible annual plans may use a two-month-equivalent saving. Local taxes, FX evidence, usage meters, setup fees and external provider costs are governed separately by PricingHub.
Changes to an approved, publicly authorized PricingHub plan flow to this page automatically. Pricing under approval, private contract amounts and unverified checkout eligibility are not displayed as purchasable offers.
Public pricing source: production PricingHub, synchronized automatically. Checking last successful refresh…
Answers distinguish what Proposal360 can manage natively from optional services that need separate entitlement or commissioning.
Yes. The Direct Proposal workflow supports customer context, authored content, approved catalogue offers, independent company approval and Buyer Room review without requiring Revenue360 or a formal RFx record.
The existing Team reference includes five internal users, one legal entity, 10 GB storage, 10,000 monthly AI credits, 250 governed proposal/RFx/pursuit work items per month and 10 active collaboration workspaces, subject to current PricingHub publication and entitlement checks. Other plans publish their included allowances when independently approved.
Buyer Rooms can support scoped comments, change requests, acceptance and decline decisions tied to a published version. Requested commercial changes require a new governed version and any applicable independent approval.
No. An accepted proposal, a verified electronic signature, an issued invoice, a settled payment and a reconciled journal are separate events. Trusted signing and financial integrations must be authorized and independently verified.
Teams can preserve original issuer files, map mandatory requirements, assign experts, review sourced answers, and prepare a controlled submission package. The original document format and final issuer submission require separate acceptance evidence. Government purchases follow the appropriate procurement process.
AI-assisted drafting is subject to approved sources, provider availability, privacy controls and human review. The website ROI calculator uses your own editable assumptions and does not provide guaranteed results, independent sector benchmarks or live Accounting360 amounts.
Proposals can use an approved offer currency and currency-specific pricebook controls. FX conversion, tax registration, subscription billing currency and settlement require their own PricingHub, Tax Fabric or payment-provider authority. No rates are invented automatically.
No for a direct standalone proposal. These optional products extend CRM, contracts and document retention when purchased and configured. Bundled eSign consent functionality is not a substitute for trusted identity and certificate-backed signature verification.
Yes, subject to purchased entitlements and current legal-entity, country and user capacities. Additional users, entities, proposal throughput, workspaces and storage are priced separately where applicable.
Explore the product with a guided demo and choose the commercial controls your team needs.