Review the next step
See a suggested action and its reason for the proposal you are working on.
All features
Proposal copilot
Know what needs your attention next.
Move from preparing the proposal to managing the next conversation. Propovo brings proposal status, client activity and follow-up actions into your deals workspace.
Create your first proposal
What you can do
Prepare to share
Prepare a proposal email from the editor, proposal details or deals workspace.
Respond to client activity
Review views, comments and requests for changes in context.
Work from the action queue
Open the Actions view in Deals to see items that need attention or are waiting.
Record the outcome
Update the action after a conversation and manage the deal stage separately.
Keep the decision yours
Review the message, recipient and next step before taking action.
The workflow
Open your deals
Review the pipeline and switch to Actions when you need a work queue.
Read the context
Check the suggested step and recent activity.
Take the action
Prepare an email, revise the proposal or continue the conversation.
Update the outcome
Record what happened and adjust the deal when appropriate.
Built around your work
A clearer workday
Bring outstanding proposal actions into one place.
Context before contact
Use client feedback and proposal activity to decide what to say.
A deliberate next step
Keep follow-up focused on a question, decision or agreed action.
What to know before you start
- Suggested actions are guidance based on saved status and activity. They do not predict buying intent or send messages without your action.