Proposal history gets scattered
Teams lose version clarity when proposal changes, attachments, and conversations live in different places.
Send proposals, track approvals, and move accepted work into delivery and billing
TotalDeal helps small teams manage proposals inside the broader client workflow so accepted work can move directly into project tracking, invoices, and payment collection.
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Proposal to approval
Document workflows
Accepted work to invoice
Proposal workflow view
Product screenshot will appear here once
screenshot.png is available.Why proposal workflows often break down
Many teams can send a proposal. The harder part is keeping the proposal, approval, next steps, delivery, and billing tied together after the client says yes.
Approvals are disconnected from next steps
Accepted work should trigger delivery and billing, not create a second manual handoff.
Customer context disappears after close
The proposal should stay connected to the same CRM record and active project workflow.
Revenue follow-through slows down
Teams need a cleaner path from approved scope to invoice, pay link, and collected payment.
What TotalDeal includes
CRM + proposal context
Keep the proposal attached to the contact, company, opportunity, and activity history.
Documents and approvals
Manage proposal files, revisions, and approval-related steps inside the same system.
Project handoff
Move accepted work into project tracking with better visibility and fewer manual handoffs.
Invoices and payments
Convert approved work into invoices and payment requests without changing tools.
Proposal software FAQs
What should proposal software do after a client approves?
It should help teams move straight into delivery, project tracking, invoicing, and payment collection instead of starting a new workflow somewhere else.
Is TotalDeal only for sales proposals?
No. It supports proposal flow as part of the wider client operating system, including documents, approvals, projects, invoices, and payments.
Can small teams use TotalDeal as proposal software?
Yes. It is designed for small teams that want proposal follow-through without enterprise-level complexity.
Related pages
Client Approval Software
Explore approval-first workflows for signoff, proofs, and revisions.
CRM with Document Management
See how proposals, files, and customer records stay connected.
Client Onboarding Workflow
See the next stage after proposal acceptance and kickoff.
CRM for Consultants
Explore proposal and scoped-work workflows for consulting teams.
Consulting Project Tracking
See how accepted work can move into active delivery and milestone tracking.
Proposal to Invoice Guide
Read the practical guide for moving from approval to billing and payment collection.
Resources / Compare workflows
Compare the adjacent workflows people usually evaluate when proposals, approvals, onboarding, invoicing, and payment follow-through need to stay connected.
All Features
Review the full system behind proposals, documents, projects, approvals, and billing.
CRM with Proposals and Invoices
See the end-to-end proposal-to-billing workflow in one CRM.
Quote and Invoice Software
Compare the quoting and billing side of the same workflow.
Client Onboarding Workflow
See what happens after the proposal is approved.
Client Approval Software
Explore the review, revision, and signoff side of the proposal flow.
Client Communication Software
See how proposal follow-up and customer communication can stay in one system.
Resources Hub
Browse proposal, approval, rollout, and glossary content in one place.
Keep proposal acceptance connected to the work that follows
Start the free trial if you want to test proposal flow hands-on. Book a live demo if you want help mapping proposals, approvals, and billing first.