A proposal is not the paperwork after the sale. It is part of the sale.
Streamline Proposals is built for the moment a customer is deciding, where pricing, options, scope, confidence, and next steps need to be clear enough to move forward.
Know what you are solving.
The system should make it easier to translate discovery into a structured offer, not tempt the rep to start filling boxes before understanding the customer.
Make the choice understandable.
Packages, options, pricing, notes, and scope belong in a presentation the customer can follow without the rep narrating every field.
Then preserve what was agreed to. The final accepted version should become a reliable record for what happens after the sale.
Change the proposal without losing the logic behind it.
Give the customer understandable options instead of a wall of line items.
Pricing and scope changes should stay traceable instead of becoming a chain of mystery versions.
The proposal should hand clean information to whatever happens next.