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PROPOSALS

Create branded, trackable proposals linked to opportunities — and let AI help you write them.

Overview

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What Are Proposals?

Proposals are documents you send to prospects and customers to formalize a deal. In ParsaLink, proposals are created inside the CRM, linked to an Opportunity, and sent directly to a Contact. You can track when a proposal is opened and whether it’s accepted or rejected — without leaving the app.
Workflow

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Creating a Proposal

From an Opportunity record, click New Proposal, or go to the Proposals section in the sidebar.
1

Set proposal details

Give the proposal a title (e.g., “Enterprise License Proposal — Acme Corp Q2”). Link it to an opportunity and select the contact it’s going to.
2

Build the content

Proposals are structured in sections. Each section has a heading and a rich-text content block. Default sections include:
  • Executive Summary — A high-level overview of what you’re proposing and why it matters.
  • Scope of Work — What you’ll deliver, with specifics.
  • Pricing — Itemized pricing table with quantities and totals.
  • Terms — Timelines, payment terms, and conditions.
  • Next Steps — What happens after the prospect accepts.
Add, remove, or reorder sections to fit your deal.
3

Apply branding

The proposal automatically uses your workspace name and logo (configured in Settings → Workspace). You can also set a custom accent color for the proposal header.
4

Use AI to draft content

Click the AI Write button on any section to have Parsa AI generate a first draft. The AI uses context from the linked opportunity, account, and contact to personalize the content. You can edit the output before sending.
5

Send the proposal

Click Send Proposal. The contact receives an email with a link to a branded, web-rendered version of the proposal. No PDF download required — the recipient views it in a browser.
Content & Branding

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Proposal Sections and Branding

Each section supports full rich-text formatting: headings, bullet lists, bold/italic, tables, and embedded images. You can also insert template variables like {{contact.firstName}}, {{account.name}}, and {{opportunity.value}} to personalize the content dynamically.Your workspace logo appears in the proposal header. The proposal footer shows your workspace name and the contact’s name.
Tracking

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Tracking Proposal Status

AI Features

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AI-Generated Proposal Content

ParsaLink can draft any proposal section. To get the best results:
  • Make sure the linked opportunity has a complete Description field.
  • Add relevant notes to the linked Account and Contact records before generating.
  • Provide a brief prompt in the AI Write dialog, such as: “Write an executive summary for a 12-month enterprise SaaS contract focused on operational efficiency.”
The AI output is a starting point — always review and customize it before sending.
Never send AI-generated content without reviewing it. Verify pricing tables, dates, and any factual claims before the proposal goes to the client.
Automation

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Automating Proposal Follow-Ups

Use the Proposal Status Changed trigger in automations to:
  • Send a follow-up email when a proposal is viewed but not yet accepted after 2 days.
  • Move the linked opportunity to Closed Won when the proposal is accepted.
  • Notify the assigned rep when a proposal is rejected so they can reach out immediately.
See Automation Triggers for more.