02 · Proposal Management
Proposals out the same day, not next week.
A proposal that takes four days to write is a deal you have already half lost. Turia One builds the proposal from your service catalogue and rate card, sends it to the lead or client for approval, tracks whether it was opened, and converts an accepted proposal straight into billable work.
- Templates built from your service and rate card
- Send to leads or existing clients, track every open
- Accepted proposals become tasks and invoices
Proposals
LIVE68%
Proposals accepted within 14 days
- Annual retainer · Orbit Labs ₹12,40,000
- Audit scope · Vertex ₹6,75,000
- Onboarding · Nexa Retail ₹4,20,000
- Advisory · Aperture Co ₹3,10,000
- Renewal · Meridian Unopened 5d
Sent this month
46
Accepted
31
Avg. turnaround
1.4 days
1.4 days
Average proposal turnaround
68%
Accepted within 14 days
0
Scope retyped after a win
Capabilities
What Proposal Management actually does for you.
Built from your catalogue
Pull services, scope and pricing from your service master so every proposal quotes the same rates as the last one.
Reusable templates
Standard engagements go out in minutes. Only the genuinely bespoke work needs writing from scratch.
Leads and clients alike
Send to a lead in the pipeline or to an existing client for additional scope — the proposal attaches to whichever record it belongs to.
Open and view tracking
See when a proposal was opened and how often, so the follow-up call is informed rather than blind.
Approval and e-sign
Recipients accept online and the decision is recorded against the record, with the approved version locked.
Won means work
An accepted proposal creates the tasks and the billing schedule, so nothing is retyped between selling and delivering.
How it runs
Four steps, and then it looks after itself.
Configuration is a one-off. After that the module runs on your schedule and only asks for a human when something genuinely needs one.
- 1
Draft
Pick a template and pull scope and pricing from your service catalogue.
- 2
Send
Issue it to the lead or client over email or WhatsApp with a tracked link.
- 3
Track
Watch opens and set follow-ups; unopened proposals surface on their own.
- 4
Convert
On acceptance, the scope becomes tasks and the fees become a billing schedule.
Who leans on this
Proposal Management in your industry
FAQ
Proposal Management, answered
Still unsure whether it fits how your team actually works? Ask us the awkward version of the question — we would rather answer it now than after you have migrated.
Talk to us Can we send proposals to existing clients?
Yes. Proposals attach to either a lead or an existing client record, so additional scope for a current client is handled the same way as new business.
Do proposals use our own pricing?
Scope and rates are pulled from your service master, so a proposal cannot quietly quote a rate you no longer use.
Can clients accept online?
Recipients approve through a tracked link. The acceptance and the exact version approved are both recorded.
What happens after a proposal is won?
The accepted scope generates the tasks and the billing schedule automatically, so delivery and invoicing start from what was actually sold.
Pairs well with
03
Client Management
One record per client — contacts, documents, deadlines, history and billing in one place.
04
Task Management
Recurring work, deadlines, checklists and handoffs — tracked without a status meeting.
05
Billing & Invoicing
Turn delivered work into invoices, send reminders automatically, and watch receivables shrink.
Put Proposal Management to work this week.
Start with this module alone, or switch on the rest of the platform alongside it. Either way, setup takes minutes rather than a quarter.
No credit card required · Setup in under 10 minutes · Cancel anytime