commercial proposals
who sign online
Create, send, and convert your sales proposals into quotes or invoices directly from your CRM. Your prospect accepts with a single click, and you receive an instant notification. No more back-and-forth emails.
Everything you need for
closer faster
A well-crafted business proposal, sent quickly, accepted online and converted into a quote without re-entry — that's what Djaboo's proposals module is all about.
From drafting to signing:
the complete workflow
Djaboo connects your sales proposals to your entire business: CRM, sales pipeline, quotes, invoicing. A deal accepted automatically triggers everything else.
Write and send your offer
Create a new sales proposal from a prospect or customer record in your CRM. Add your service lines, prices, and terms. Use an existing template to speed things up even further.
Then send the proposal by email with a single click. You can include a link to the proposal in the body of the email, allowing your prospect to view it directly in their browser without creating an account. This is particularly useful for prospecting, especially when your contact isn't yet in your customer database.
- Created from the prospect or customer record
- Service lines with quantities and prices
- Customizable proposal templates
- Sending via email directly from Djaboo
- Public link accessible without an account
Your prospect agrees
frictionless
Your prospect receives the email and clicks on the link. They are taken directly to the sales proposal in their browser—no account required. They can read the offer, leave a comment, and then accept or decline.
As soon as they click "Accept," you receive a notification in your Djaboo CRM and by email. The proposal automatically changes status and is ready to be converted into quote or as an invoice. No manual steps, no possibility of forgetting.
- Public access link without an account
- Online actions: accept, decline, comment
- Instant notification in the CRM
- Status updated automatically
- Action history available in Djaboo
From the proposal to quote without re-entry
Once your prospect accepts the proposal, convert it into a quote or directly into an invoice with a single click. Djaboo automatically retrieves all line items, amounts, and customer information—no manual entry required.
If the prospect is not yet a customer in your database, Djaboo prompts you to convert them first. Then, the conversion to a quote or invoice happens immediately. The proposal is automatically marked as accepted and archived in the... pipeline commercial.
- Convert to quote or invoice in 1 click
- Lines and amounts automatically retrieved
- Proposal marked "accepted" automatically
- Integration into the sales pipeline
- Prospect converted into optional customer
From the offer to contrats signed
An accepted proposal is often the start of a contract. In Djaboo, you can seamlessly follow this process: sales proposal → quote → contract with electronic signature. Everything is in the same tool, and everything is linked in the customer record.
Your contracts can be created from templates, sent for electronic signature, and archived in the client portal. Your client signs online, without scanning or back-and-forth emails. You receive the notification in your CRM.
- Proposal → contract continued in the CRM
- Integrated electronic signature
- Customizable contract templates
- Automatic archiving in the customer file
- Access to signed contracts via the customer portal
Everything you need to know about
commercial proposals
A Commercial proposition A proposal is a document you send to a prospect or client to present your services, pricing, and terms of engagement. It's often the crucial step that separates a deal from one that stalls. When your proposal is clear, well-presented, and easy to accept online, the closing rate naturally improves.
In most small businesses and agencies, the sales proposal is still written in a Word or PowerPoint file, sent as a PDF by email, and the client's response arrives days later—if it arrives at all. This process is lengthy, unprofessional, and impossible to follow properly.
Why use software for your sales proposals?
A sales proposal software connected to your CRM changes three fundamental things. First, speed: you create the offer in minutes directly from the prospect's record, without re-entering information already in your database. Second, readability: your client receives a clear online proposal with a direct access link. Finally, tracking: you know exactly when your prospect opened the offer, whether they accepted or rejected it, and what comments they left.
These three elements combined reduce the time between sending the offer and the prospect's decision. Less waiting, fewer manual follow-ups, more visibility into your pipeline of sale.
The elements of a good business proposal
An effective sales proposal contains several essential elements. Clear identification of the parties: your company and the prospect or client in question. A precise description of the services or products offered, including quantities and unit prices. The general terms and conditions and the offer's validity period. And of course, a simple way for the prospect to accept or ask a question.
In Djaboo, all these elements are natively structured within the offer creation form. You define the lines of your offer, the total amount excluding VAT, and the expiration date. You can use reusable templates for your most common offer types and quickly customize them for each prospect.
From prospect to customer: the sales cycle in Djaboo
Djaboo's sales proposal module is part of a coherent sales cycle. First, you create a prospect in your CRM. Then, you send them a sales proposal from their contact record. They accept it online. Finally, you convert the proposal into a sale. quote With one click, the prospect becomes a client. You create a contract with electronic signature. You issue the first invoice.
Each of these steps is connected within Djaboo. No information is entered twice. Every document is archived in the customer record and visible in their portal. You have a complete view of the relationship history, from the initial proposal to the last paid invoice.
Sales proposals and prospecting
An often underestimated advantage of the Djaboo proposal module is that it works for prospects who aren't yet in your customer database. You send the proposal with a secure, public link. Your contact opens it, reads it, and can accept it without ever creating an account. It's a sales tool, not just an administrative document.
Once the prospect accepts the proposal, Djaboo prompts you to convert them into a customer in your CRM before generating the quote or invoice. This conversion is quick and provides you with an immediate, complete customer record linked to the proposal's history.
Who is this module designed for?
Djaboo's sales proposal module is designed for freelancers, agencies, consultants, and SMEs who regularly send proposals to their prospects and clients. If you spend too much time creating proposals from scratch, manually following up by email, or checking if your prospect has even seen your offer, this module is for you.
The goal isn't to replace your sales approach—it's to accelerate it. You stay focused on the relationship and the offer's content. Djaboo takes care of the formatting, sending, tracking, and conversion.
- Proposal created in minutes
- Frictionless online acceptance
- Notification upon opening
- Automatic conversion to quote
- History in the CRM
The proposal data is automatically included in the quote or invoice.
Proposals
which are moving quickly
They send their offers
from Djaboo
Before, I used to spend 30 minutes reformatting a PDF for every new offer. Now I duplicate my template, adjust the lines, and send it. The prospect accepts online, I receive the notification, and the quote is ready. It's seamless.
The notification when the prospect accepts is exactly what I was hoping for. No more manual follow-ups. I know in real time whether my offer is stalled or if the deal is progressing. My conversion rate has clearly improved.
What I appreciate is the consistency. My proposal becomes a quote, the quote becomes an invoice, and everything remains linked in the client's file. No information gets lost along the way. It's clean and organized.
Your questions about the
Djaboo business proposals
Send your first proposal.
Your prospect accepts. You convert.
Djaboo connects your sales proposals to your CRM, quotes, and invoicing. All in one place.