Proposal management software
that streamlines your sales process
Managing proposals shouldn’t feel like a never-ending game of email ping-pong. With everything in one place, you’ll stay organized, automate the boring stuff, and actually enjoy sending proposals. Yes, really.
Start your free trialPut proposals on autopilot
Automate repetitive tasks like follow-ups, reminders, and proposal status changes, without losing the personal touch. Let Offorte handle the busywork while you focus on closing deals faster.
Seamless proposal management
Track every proposal from creation to signature in one place. Offorte helps you organize with tags, filters, and directories, manage contact notes, and never lose track of an important deal again.
Know when to follow up, take action & improve
No more guessing games. Get real-time insights on who’s viewing your proposals, see which sections hold attention, and make data-driven decisions to improve conversions.
Create interactive proposals that sell
Turn proposals into a storytelling tool that captivates clients. Add videos, dynamic pricing, and client input forms to make proposals more than just documents—they become experiences.
Create, send, and track proposals effortlessly
Winning deals shouldn’t involve endless formatting, manual emails, or wondering if a client even opened your proposal. With automation and insights, you create personalized, data-driven proposals in minutes - without the hassle.
Speed up your sales process
The first proposal setup might take a little time, but once it’s done, automation optimizes your workflow, saving hours on every future proposal.
Engage prospects with interactive proposals
Your proposals should be more than static PDFs. With videos, interactieve pricing tables, and client input forms, they turn into interactive selling tools.
Data-driven decisions for smarter selling
Know exactly when to follow up and which sections grab attention. Proposal analytics help refine and improve your approach, increasing conversions.
Tell your story, sell your vision
This isn’t just about proposals, it’s about crafting a compelling story that resonates with your clients. Stand out with professional, well-designed documents that reflect your brand.
Seamless proposal & contact management
Managing proposals should be simple, not a never-ending admin task. Keep contacts, proposals, and deal activity organized so you never waste time searching for information.
Sprinkle of CRM functionalities
Keep track of every prospect and client with structured contact management and contact notes.
Tags, filters & directories
Easily organize and categorize proposals for quick access.
Batch actions & versions
Edit multiple proposals at once and track versions effortlessly.
Put proposals on autopilot
Repetitive tasks slow down your sales process. Automation handles reminders, follow-ups, and status changes so you can focus on closing deals.
AI-powered templates
Generate polished proposal sections in seconds (coming soon, in development)
Automated reminders & follow-ups
Keep prospects engaged without manual effort.
Technical API & Zapier integrations
Connect Offorte with your favorite tools to streamline workflows.
Create interactive proposals that sell
Craft proposals that do more than just outline services, turn them into persuasive selling tools with Offorte.
Embed rich media
Add videos, images, and galleries for a more engaging experience.
Client input forms & interactive pricing
Let clients actively engage with your proposal.
Design system
Keep proposals visually stunning and on-brand - no design skills required.
Tracking & analytics: improve every proposal
Sending a proposal without tracking is like throwing a message in a bottle, you never know if it reached the right person. Get deep insights into engagement so you can make smarter sales decisions.
Real-time notifications
Get alerts when a prospect opens or interacts with your proposal.
See & learn what works for your organization
Gain insights into which proposals perform best.
Get insights per year
Analyze proposal performance with year-over-year sales tracking.
Take action & improve
Understand client behavior so you can refine future proposals.
Security & compliance you can trust
Protecting your data, and your clients’ data, is our top priority. Security is built into everything we do.
- End-to-end encryption & role-based access
Keep sensitive data secure and control who has access. - Legally binding e-signatures
Ensure compliance with eIDAS (SES), and other regulatory standards. - 2FA login authentication
Add an extra layer of security to your account. - GDPR-compliant data handling
Your information is processed with privacy and compliance at its core.
Discover more about the available functions
Additional features
We highlight the most important functions above, but Offorte offers much more. Below you will find a selection of powerful features that make your proposal process even smarter and more efficient.
CRM-lite | Manage contacts, track proposal history, and add internal notes to stay organized. |
Automated reminders & follow-ups | Never miss a deal with scheduled reminders and smart follow-ups based on client behavior. |
Proposal templates & duplication | Speed up creation using reusable templates and duplicate past proposals in seconds. |
Custom branding & email domain | Send & present proposals using your domain and maintain visual consistency with custom colors, fonts, and logos. |
E-signatures & approval workflows | Enable digital signing with legal compliance, support multi-signatures, and define approval workflows. |
Working together & managing rights | Work on proposals and determine who can see or edit what. |
API, Zapier & integrations | Connect Offorte to your stack using the API, Zapier, and external tools to streamline your workflows. |
Batch actions | Edit or manage multiple proposals at once with bulk actions for maximum efficiency. |
Customer version history | Make versions of a proposal and change if necessary, useful for customer adjustments. |
Proposal directories & tags | Organize and filter proposals quickly with folders, tags, and smart search. |
Interactive pricing tables | Allow clients to select services and see real-time pricing updates directly in your proposal. |
Client input forms | Collect information such as project details or feedback directly within your proposals. |
Interactive proposal viewer | Deliver a modern, mobile-friendly experience with videos, image galleries, and interactive content. |
Notifications & real-time tracking | Get alerts when proposals are opened, viewed, commented on, or signed. |
Detailed analytics & insights | Track engagement metrics, conversionrates, and sales performance across users and accounts. |
Commenting & Q&A | Let clients ask questions directly within the proposal and respond before they sign. |
PDF download option | Allow clients to download a PDF version while still engaging with the online proposal. |
Security & 2FA | Determine who has access to your account and what one can do. |
Assign receivers & signature control | Choose who can view, sign, or is required to sign each proposal. |
Structured editor with content blocks | Build proposals using pages, sections, and content blocks with total layout flexibility. |
Pre-designed templates & library | Use professionally designed templates or save your own to the library for future use. |
Media browser & image editor | Manage, crop, and insert visuals directly into your proposal from a central media library. |
Design system & Google Fonts | Ensure consistent design, typography and layout using your preferred fonts and design defaults. |
Personalization tags | Auto-fill client names, dates, and other dynamic details using smart variables (mergetags). |
Multi-language support | Create and present proposals in different languages using flexible, smart templates. |
Sharing content across accounts | Reuse favorite pages, images and blocks across different accounts. |
Excel export | Download proposal overview and analytics data for further analysis or reporting. |
Trashcan & restore | Recover deleted proposals or contacts to prevent data loss. |
AI-powered writing assistant | Generate or rewrite text with AI to speed up your writing process while keeping control. |
Strong editing experience | Use a fast and intuitive editor tailored for beautiful, flexible proposals. |
Email templates | Send polished, branded proposal emails quickly using saved templates. |
Fast support | Get quick help whenever needed from a responsive and knowledgeable team. |
Trusted by 2,500+ professionals worldwide
"Offorte transformed how we create proposals - fast, easy and stunning"
Start closing more deals with smarter proposals
Try Offorte free for 14 days - no credit card needed