Proposals

Building, sending, and tracking sales proposals

Creating a ProposalProposals in Loyva are built in four tabs: Details, Pricing, Terms, and Preview. You can save your work at any point and come back to it later.
Using the Pricing LibraryThe Pricing Library is your organization's catalog of reusable items: equipment, services, recurring plans, install fees, anything you quote regularly. Adding items from the library to a proposal is faster and more consistent than typing them in by hand.
Variable Replacement in ProposalsLoyva supports merge variables inside proposal text: terms, cover pages, descriptions, so the same template adapts to every client. The most common one is {{Client Name}}.
Sending a Proposal to a ClientOnce a proposal is built and previewed, you can send it directly from Loyva. The client receives a branded email with a secure link to view, accept, or decline.
Tracking Views, Acceptance, and DeclineEvery sent proposal logs activity so you know exactly where it stands. You can see views, acceptances, and declines from the proposal itself and from the Proposals dashboard.
Top Deals and Performance ReportingThe Reports section includes a dedicated Proposals tab that summarizes pipeline health, win rates, top deals, and individual sales performance.
Converting an Accepted Proposal Into a ContractAcceptance is the trigger to turn a proposal into a signed, legally binding contract. Loyva keeps the proposal as the source of truth for scope and pricing, and uses the signed contract for compliance and the vault.