Proposal Maker
Close the gap between demo and deal
Build branded sales proposals from templates and saved content blocks, right inside the CRM where the lead already lives. No separate proposal tool, no retyped client details.
The proposal problem
Deals slow down when proposals live outside the CRM
Every proposal starts from a blank doc, so client details get retyped from the CRM.
Pricing tables, scope, and terms live in old files nobody can find the latest version of.
A sent proposal sits in an inbox with no link back to the deal stage in your pipeline.
Branding drifts because every rep formats proposals their own way.
How it works
From lead to sent proposal in minutes
Start from the lead you already have
Client name, contact, and deal value carry over from the CRM record — nothing retyped.
Assemble from saved blocks
Drop in pricing, scope, and terms sections you have used before.
Share a link or export a PDF
The client opens it directly — no account needed on their side.
Keep it tied to the deal
The proposal stays attached to the lead record, next to stage and follow-up history.
What TasqMan does
A proposal tool that sits inside your pipeline
Template-based builder
Start from a saved template instead of a blank page — pricing, scope, and terms already in place.
Reusable content blocks
Save pricing tables, scope sections, and bank details once, drop them into any proposal.
Branded PDF export
Generate a client-ready PDF that matches your brand, without a design tool.
Shareable client link
Send a link the client opens in their browser — no login, no attachment to lose.
Frequently asked questions
Do I need a separate proposal or document tool?
No. Proposal Maker is built into TasqMan Sales CRM, so proposals stay attached to the lead record instead of living in a separate app.
Can I reuse pricing and terms across proposals?
Yes. Save content blocks — pricing tables, scope, terms, bank details — once, and reuse them across any proposal.
How does the client view the proposal?
They get a shareable link that opens directly in their browser, plus a branded PDF export — no login required on their end.
Is there a free trial?
Yes — 7 days, no credit card required.
Send your next proposal from inside the CRM
Build it once, reuse it every time, and keep it tied to the deal.