Win deals and convert them in one click
Create proposals, track their status, and convert approved deals into projects instantly. Every dollar is traceable from proposal to final payment.
Everything you need to close deals faster
From initial proposal to signed contract, manage your entire sales pipeline without leaving the platform.
Professional Proposal Builder
Create detailed proposals with scope, contract value, and terms. Link each proposal to a client and track it from draft to signed -- all in one place.
One-Click Project Conversion
Won the deal? Convert the proposal to a project instantly. Client, contract value, and scope carry over automatically with bidirectional linking between the two.
Approval Workflow & Status Tracking
Track every proposal through its lifecycle: Draft, Sent, Approved, or Declined. Know exactly where each deal stands and never lose sight of pending opportunities.
Document Attachments
Attach supporting documents directly to proposals -- scope documents, contracts, or reference files. Everything your team needs lives alongside the proposal record.
From proposal to payment in four steps
A connected workflow that eliminates manual handoffs and keeps every record linked.
Create the Proposal
Select a client, define the scope, set the contract value, and attach any supporting documents. Draft your proposal without leaving the platform.
Track & Follow Up
Monitor proposal status in real time. See which proposals are pending, which need follow-up, and filter by client, value, or date range.
Win & Convert
When a proposal is approved, convert it to a project with one click. All details carry over and the two records stay linked for full traceability.
Invoice Against the Contract
Create invoices tied to the project and track collection progress against the original contract value. From proposal to payment -- one connected flow.
Why teams choose Belvak for proposals
Full Revenue Traceability
Every invoice traces back to the original proposal. See exactly how much of a contract has been invoiced and collected at any time.
Client-Centric Pipeline
Proposals are linked to client records. View all proposals for a client in one place and understand your relationship history.
Faster Deal Velocity
No re-entering data between systems. One-click conversion means the moment a deal closes, work begins -- with zero manual handoff.
Ready to streamline your proposal pipeline?
Stop losing deals to slow follow-ups and manual data entry. Start converting proposals to projects in one click.