Win deals and convert them in one click
Send proposals as a public share link or branded email, see when clients open them and how long they spend reading, then convert won deals to projects in one click.
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.
Share via Public Link
Generate a secure share link your clients open in any browser. No login. No friction. Revoke or refresh anytime, and the link auto-disables the moment you remove the attached PDF.
Track Client Engagement
See exactly when each client opened your proposal, how long they spent reading, and whether they keep coming back. A Hot / Warm / Cold pill flags the deals worth chasing today.
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 an honest pipeline: Draft, Sent, Under Review, Approved or Rejected. Under Review only lights up on real client opens, so the pipeline reflects reality, not wishful thinking.
Document Attachments
Attach supporting documents directly to proposals: scope documents, contracts, or reference files. Everything your team needs lives alongside the proposal record.
Share it. Track it. Close it.
From the moment your proposal leaves your hands to the moment the client signs, every step is visible in one place.
Send
Share with a public link or send a branded email. Both work for clients without an account.
Track
Views, time on page, last opened. A Hot / Warm / Cold pill flags who's worth chasing.
Close
Pipeline reflects real engagement. Mark proposals sent off-platform so nothing falls through the cracks.
From proposal to payment in five 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.
Share & Send
Share a public link or send a branded email. Both routes work for clients without an account, and both kick off engagement tracking automatically.
Track Engagement
See who opened your proposal and how engaged they are. A Hot pill means it's time to follow up. The pipeline lights Under Review only on real client opens.
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.