Generate Professional Proposals in Minutes
Create branded proposals on-site, email them instantly, and track when clients open them. No office trip needed.
Proposal Automation That Closes Deals Faster
From Account to Sent Proposal in Under 5 Minutes
Four steps that eliminate the back-to-office-to-make-a-quote cycle.
Select Account & Products
Pick the account from your pipeline and choose products or services from your catalogue. Account details, contact info, and GST numbers are auto-pulled — zero re-typing.
Auto-Calculate Pricing
The system applies your pricing rules, volume discounts, and tax calculations automatically. Configure quantities, and the total updates in real time — including GST breakdowns.
Manager Approves (If Needed)
Discounts within your rep limit go through instantly. Anything beyond triggers a push notification to the manager, who can approve or reject from their phone in seconds.
Send & Track
The client receives a branded PDF proposal via email. You get notified the moment they open it, how many times they viewed it, and when. Follow up with perfect timing.
7-Step Proposal Wizard
No blank-page anxiety. BoldReach walks your reps through a guided 7-step process: Select account, choose products from the catalogue, configure quantities, apply pricing rules, add terms and conditions, preview the branded PDF, and send. Each step auto-fills what it can.
Account details, contact info, GST numbers, and billing addresses are pulled directly from the account record. Your rep never retypes a company name or looks up a GSTIN. The product catalogue shows real-time stock availability and current pricing tiers.
- Auto-pulls account details, GST number, and billing address
- Product catalogue with real-time pricing tiers
- Branded PDF with your company logo and colors
Discount Approvals Without the Phone Tag
Reps can apply standard discounts up to their configured limit — say 10%. The proposal goes out instantly. But the moment a rep tries to offer 15%, BoldReach automatically routes the request to their manager for approval.
The manager gets a push notification on their phone with the full context: account name, order value, requested discount, how much it exceeds the limit, and who is requesting. They tap Approve or Reject. The rep is notified instantly. The client never sees the delay.
- Configurable per-rep discount limits (e.g., 5%, 10%, 15%)
- Push notification to manager with full deal context
- Complete audit trail of every approval and rejection
Know When They Open Your Proposal
Stop guessing. BoldReach tracks the exact moment a client opens your proposal. You see how many times they viewed it, from which device, and when the last view was. If they have not opened it in 48 hours, the system auto-creates a follow-up reminder for your rep.
Walk into the follow-up meeting with context: "I noticed you reviewed our proposal on Tuesday — did the pricing work for your budget?" That kind of precision builds trust. Your reps look prepared because they are.
- Real-time push notification when a proposal is opened
- View count and device tracking per proposal
- Auto-reminder if not opened within 48 hours
Built for How Your Sales Team Actually Works
These are real situations field sales teams face every day. Here is how BoldReach handles each one.
"My rep is with a client and they want a quote NOW."
Open BoldReach on the phone. Select the account, pick products from the catalogue, and the wizard auto-calculates pricing with GST. In under 5 minutes, your rep sends a branded PDF proposal right from the client's office. No calling the back office. No "I will send it tomorrow." The client has the quote before the tea gets cold.
"We lose deals because proposals take 2 days to prepare."
With BoldReach, proposals are template-based and auto-filled. Your product catalogue, pricing tiers, discount rules, terms and conditions, and company branding are all pre-configured. The rep just selects the account, picks products, adjusts quantities, and hits send. What used to take 2 days now takes 5 minutes. Your competitors are still preparing their quote while your client is already reviewing yours.
"I have no idea if clients even read our proposals."
BoldReach tracks every proposal open with timestamps and view counts. You see that Metro Building Supplies opened your proposal 4 times this week, spending 4 minutes on the Tuesday viewing. That is buying intent. Meanwhile, Gupta Steel has not opened theirs in 5 days — the auto-reminder already prompted your rep to follow up. No more guessing. Every proposal has a paper trail.
Send Your First Proposal in 5 Minutes
Start creating professional proposals on-site with auto-pricing, discount workflows, and open tracking. Free 14-day trial. No credit card required.