Proposals generated from your deals, not from a blank page
Most small businesses assemble every proposal by hand: copy last month's document, swap the client name, hope no old price survived. It is slow and it is how embarrassing mistakes ship.
ERP Mobi generates proposals from the deal itself, using your service catalog for items and prices, so every proposal is consistent, fast and traceable.
From catalog to client in minutes
The proposal workflow is built around the way service SMBs sell:
- Pick services from your catalog — descriptions and prices come along
- Client data fills in from the registry; no re-typing
- Each proposal stays linked to its deal and its history
- Track status: draft, sent, accepted, declined
Proposals that talk to your revenue
Because proposals live in the same system as your financials, an accepted proposal flows into receivables and invoicing without manual handoff. You can also see which services actually win and which just pad the catalog.
Frequently asked questions
Can I keep a catalog of services and prices?
Yes. The service catalog is central: define items once and reuse them across every proposal.
Do proposals stay linked to the customer?
Yes. Every proposal is attached to its deal and contact, so the full commercial history stays in one place.
Can I track whether a proposal was accepted?
Yes. Proposal status is tracked end to end, and acceptance connects to the deal being won.