01
Templates that reflect your sales process
Prepare proposal structure, scope, deliverables and terms, then adapt them to the customer. Reduce repetitive formatting while preserving a tailored commercial argument.
SOLVAREX PLATFORM
Business Proposals, Contracts and eSignatures
Keep the commercial proposal inside the sales journey. Solvarex helps your team prepare documents and contracts, send them for electronic signature and track their status alongside the customer and agreed service scope.
Configured for your customer journeyDefined scope before launch
Illustrative draftSales system proposal
Prepared for: Example Company
ScopeStatus
CRM configuration
Follow-up workflows
Team onboarding
Approval & signature
Illustrative document. No real signature or payment.Try the controls. Illustrative interfaces and data.
CAPABILITIES WITH PURPOSE
Each capability solves part of the challenge.
Present a clear proposal and follow approval and signature in the same journey.
02
Customer details in the document
Use relevant contact information and fields to reduce retyping. The team still reviews recipient details, entity names and terms before sending.
03
Signature and document status
Send documents to specified recipients and track progress. Salespeople can identify where a reminder or clarification is needed without relying on inbox searches.
04
From approval to handover
Configure a next action after document completion, such as a project-start task. Define the completion event clearly before connecting it to delivery or collection.
FROM PROBLEM TO APPLICATION
A service firm moving from proposal to delivery
An advisor prepares a tailored scope from an approved template. Once the agreed approval process is complete, the delivery team receives a clear handover task and the approved document.
An illustrative use case, not a measured customer outcome.
Proposals, Quotations & ContractsA clear next action
FROM IDEA TO OPERATION
This is how the steps connect.
Select a step to explore its role in the workflow.
01
A CLEAR NEXT STEPBuild your template
Define scope, pricing, and terms sections.
Customer contextDefined action
02
A CLEAR NEXT STEPTailor the proposal
Add the customer’s needs and agreed deliverables.
Customer contextDefined action
03
A CLEAR NEXT STEPFollow approval
Coordinate signature and the next commercial step.
Customer contextDefined action
YOUR QUESTIONS ABOUT
Proposals, Quotations & Contracts
Electronic signature requirements vary by document and jurisdiction. The demonstration does not execute a legal signature.
Book a demoCan we create different proposals for each service?
Yes. Build templates for each offer type and personalize them. Separate reusable terms from customer-specific scope, pricing and exceptions, and review every version before sending.
Can a document have multiple recipients?
Documents support multiple-recipient configurations. Define signers, copy recipients and the required flow, then test the experience before commercial use.
Can we track a proposal after sending it?
Available document statuses help organize follow-up. The team should understand each status so sending or viewing a document is not confused with completed approval.
Is electronic signing suitable for every contract?
Review the document type and intended process before configuration. The tool provides electronic-signature functionality; your responsible specialists determine any specific acceptance requirements.
Is template creation included in the subscription?
Document-tool access is separate from writing commercial proposals, building templates and migrating old files. Implementation scope defines preparation, training and workflow connections.
LET’S TALK ABOUT YOUR NEEDS