In today’s fast-paced business environment, creating and managing proposals efficiently is a critical part of the presales process. The Proposal Builder App, a Power Apps model-driven solution, is designed to simplify and optimize this process. Whether you’re a sales representative, a presales consultant, or a project manager, Proposal Builder empowers you to create, manage, and refine proposals and estimations seamlessly.
For a quick introduction, check out the video below.
Some screenshots from the app:




Who Is It For?

The Proposal Builder App is ideal for:
- Sales Teams: Streamline the creation of professional proposals for potential clients.
- Presales Consultants: Generate accurate project estimations using pre-built templates and version control.
- Project Managers: Maintain oversight of proposal progress, milestones, and approval workflows.
- Business Leaders: Gain insights into the presales pipeline with reporting and analytics dashboards.
Key Features and Functionalities
1. Proposal Management Dashboard
- A centralized hub to manage all active proposals.
- View key details such as status, deadlines, and milestones at a glance.
- A visual funnel that tracks proposals across phases, helping identify bottlenecks and prioritize tasks.
2. Structured Proposal Creation
- Guided workflows ensure consistency and clarity in your proposals.
- Easily enter client information, project scope, and other critical details.
- Integrated checklists help ensure completeness and accuracy before submission.
3. Estimation Creation and Management
- Use pre-built Estimation Factors to create accurate and consistent project estimations.
- Customize templates for tasks like project management, customization, and coding.
- Save time with reusable components that align with your organization’s workflows.
4. Version Control for Estimations
- Clone and refine existing estimations to create new versions as requirements evolve.
- Track changes over time and revert to previous versions if needed.
5. Framework Setup
- Organizes proposals into phases and subphases, ensuring a structured workflow.
- Supports estimation details built on predefined effort values to ensure consistency across teams.
6. Advanced Reporting and Dashboards
- Visualize proposal progress, milestones, and success rates.
- Gain insights into proposal-to-win ratios and the overall efficiency of your presales process.
7. Collaboration and Accessibility
- Share proposals and estimations across teams with ease.
- Integrates seamlessly with Dynamics 365 Sales, ensuring all presales data is connected.
How Does It Help?
The Proposal Builder App addresses key challenges in the presales process:
- Efficiency: Save time with guided workflows and reusable templates.
- Accuracy: Avoid manual errors with structured proposal creation and estimation tools.
- Transparency: Provide visibility into the status and progress of proposals.
- Flexibility: Handle evolving requirements with estimation versioning.
- Collaboration: Align sales and presales efforts for seamless teamwork.
Real-World Applications
Here are a few scenarios where the Proposal Builder App shines:
- Creating Proposals for Large Projects: Quickly compile detailed proposals with accurate estimations for client presentations.
- Managing Proposal Versions: Use versioning to track changes in requirements or refine estimations for recurring projects.
- Pipeline Insights: Use dashboards to analyze the efficiency of your team’s proposal efforts and identify areas for improvement.
For more details about its functionalities check the video:
Download the Proposal Builder Solution
If you’re interested in exploring the Proposal Builder App and its features, you can deploy it from Microsoft Appsource
If you wish, you can import via Excel the sample data for Tables (Technologies, Phases, Sub Phases, Estimation Factors, Estimation (Templates), Estimation Details from Github
For details about how your data is handled and protected, please review our Privacy Policy