Sales proposals
Build the proposal in the conversation and send it as a PDF with your brand.
Start from a template, add one-time, monthly or annual items and a discount for closing quickly. Generate the PDF with your brand and send it over WhatsApp or email, without leaving the conversation.
- Nothing to install
- WhatsApp through Meta's official API
- Implementation with a specialist
- PDF with your brand
- Saved in the customer record
From conversation to proposal
What are sales proposals in XBASE?
It is building and sending the proposal without leaving customer service. The customer asked for a price in the conversation; the proposal goes out from there, as a PDF with your brand, and is saved in their record.
- 1
Template
The starting point of every proposal.
- 2
Items and terms
One-time, monthly or annual, and a discount for closing quickly.
- 3
PDF with your brand
With your company's identity.
- 4
Sent over WhatsApp or email
Without leaving the conversation.
In practice
How to build and send
Step 01 of 04
Create the templates
Texts, items and your company's identity, ready to reuse.
Step 02 of 04
Open the proposal in the conversation or in the pipeline card
The proposal starts where the customer is.
Step 03 of 04
Adjust items and terms
One-time, monthly or annual items, and a discount for closing quickly.
Step 04 of 04
Generate the PDF and send it
Over WhatsApp or email.
The customer asked for the price in the conversation. That is where the proposal should arrive.
Examples
Proposals from different businesses
Monthly service
Accounting: company registration (one-time) and accounting (monthly).
What is yours
You decide what goes in the proposal
- 01
Template
The starting point of every proposal.
- 02
Items
One-time, monthly or annual, in the same proposal.
- 03
Discount for closing quickly
The condition and the date, written in the proposal.
- 04
Your brand
The PDF goes out with your company's identity.
- 05
The channel
WhatsApp or email.
Where it works
Send it on the channel the customer is on
Official WhatsApp
The proposal goes out from the conversation's number.
See the channelEmail
The proposal goes out by email, without leaving the conversation.
See the channel
Transparency
What the proposal does not do
Does
- Builds the proposal from a template
- Generates the PDF with your brand
- Sends it over WhatsApp or email
Does not
- Electronic signature
- Payment link
- Charge the customer
Acceptance and payment stay the way your company already handles them.
After sending
The deal continues in the pipeline
- 01
Customer record
The proposal stays in the customer record, together with the conversations, notes and meetings.
- 02
Pipeline stage
The pipeline card shows which stage the deal is in.
- 03
Meeting
Book the meeting on the team calendar, seeing the available slots.
- 04
Ask the AI
Ask the AI about the customer inside the pipeline card. Requires the suggestion assistant in the account.
AI suggestions
Questions
What people ask about proposals in XBASE
Because it starts in the conversation and goes back to it, and it stays in the customer record for whoever takes over later.
From the price question to the proposal, in the same conversation.
Send your next proposal without leaving customer service.
Create an account and build your first proposal template.
Create account- Nothing to install
- WhatsApp through Meta's official API
- Implementation with a specialist