Turn a Won Opportunity into a Proposal Clients Can Accept and Pay
Turn a won opportunity into a professional, itemized proposal your client can review, accept, and pay in one flow, all connected to your products, prospects, and invoices.
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Proposals
The full details for this feature are on the way.
Proposals turn a won opportunity into a professional, itemized offer your client can review, accept, and pay in a single flow. Every line comes straight from your product catalog, the deal is tracked in your pipeline, and an accepted proposal becomes an invoice without anyone re-typing a thing.
In the meantime, see how Proposals connect to the rest of Enlivy below.
Works together with
- Prospects Track every opportunity from first contact to paid invoice, with a complete activity history, automatic status-driven emails, and client collaboration built in.
- Products Build a reusable catalog of everything you sell, services or goods, with pricing, units, tax settings, and descriptions set once. Every product is ready to drop into a quote or invoice in seconds.
- Invoices Create a compliant invoice in seconds, send it, and watch it link itself to the contract, payment, and bank transaction it belongs to. EU e-invoicing is built in, so the work between issuing and getting paid happens in one place.
- Customer Portal A branded, self-service portal on your own domain where clients accept proposals, pay invoices, manage subscriptions, sign contracts, and submit reports themselves. Every action syncs back to Enlivy in real time.
- Data Export Export your invoices, receipts, payslips, contracts, and transactions in the format and folder structure your accountant expects, for any date range. Built in, no extra cost, ready in seconds.
- MCP Connect Enlivy to Claude, ChatGPT, Cursor, or any AI assistant through MCP. Ask about your invoices, contracts, and pipeline, and get real work done, safely scoped to exactly what your own account can already do.