Proposal management, the quotation-first way
In a service business, your proposal is a priced scope with terms — a quotation. DealInSec manages that proposal from first draft to accepted, signed and invoiced.
One thread from quotation to payment
Every document is generated from the one before it, so the numbers never drift between your quotation, your agreement and your invoice.
Generated from the deal record — itemised deliverables, terms, a stable number (QT-series) and a clean PDF in your name.
The accepted quotation becomes an agreement with the same figures. Electronic acceptance is recorded — who, when, which signature.
Billed from the agreement — advance/balance or milestones — and DealInSec won't let you invoice more than the agreement is worth.
Overdue, due this week, signed-but-not-invoiced — the dashboard tells you what is collectible today.
What a proposal needs to actually close
Decks look nice, but clients decide on three things: what exactly you'll deliver, what it costs, and on what terms. DealInSec's proposals are built from those three — an itemised scope, transparent pricing, and payment terms the client can accept on the spot.
Deliverables with quantities, frequencies and notes — specific rows justify the price and prevent "that was included, right?" disputes later.
Validity, advance percentage, revision limits — on the proposal itself, so acceptance means accepting the terms, not just the price.
Negotiations produce revised versions with history — the accepted version is the one that becomes the agreement.
The moment a proposal is accepted it can become an e-signed agreement and then invoices, with no retyping and no drift.
For scoped service work, a proposal and a quotation are functionally the same artifact: a priced offer with terms. If your clients say "send a proposal", send them a DealInSec quotation with well-written deliverables — it reads as one. See the format guide.
Frequently asked questions
What is proposal management software?
Software that creates, sends, tracks and closes client proposals. For service businesses the proposal is a priced scope with terms — DealInSec builds it as a quotation, tracks revisions and acceptance, and converts the accepted proposal into an e-signed agreement and invoices.
How is a proposal different from a quotation?
In scoped service work, barely at all — both are a priced offer with terms. 'Proposal' tends to be used when there's more narrative around the scope; 'quotation' when the line items dominate. DealInSec's document carries both: itemised deliverables plus notes and terms.
Can I track whether the client accepted?
Yes — quotation status is tracked on the deal and the dashboard shows outstanding and expiring proposals, so follow-up happens before validity runs out.
What happens after acceptance?
The accepted proposal becomes an agreement with the same figures, accepted electronically with an audit record, and then invoices — an advance/balance split or milestones — bounded by the agreement's value.