Proposal Management
Manage RFPs Efficiently Close Deals Faster
Streamline every step of your proposal process from assessment to approval. Track versions, analyze margins, and keep every document at your fingertips.
Proposal Management
Manage RFPs Efficiently Close Deals Faster
Streamline every step of your proposal process from assessment to approval. Track versions, analyze margins, and keep every document at your fingertips.
Bespoke Proposal Workflows
All Proposal Information Clearly Structured
Each proposal includes customer details, request dates, delivery expectations, and internal notes — all editable in one view.
Quotation & Cost Breakdown
Instant Visibility on Quotation vs. Cost
Compare projected quotation vs. actual cost in real-time. Visualize profitability and cost structure in clear, dynamic charts.
Customize Margins See Your Profit
Choose fixed or dynamic margins. Taskeeper shows profit impact in real time so you can quote with confidence.
All Documents Always Accessible
Upload drawings, specs, and related files directly into the proposal record. Export proposals in a click for clients or internal use.
Track Assessments to Completion
Every proposal includes a full assessment flow with version tracking, statuses, and associated resources or documents.
Ready To Win More Proposals With Less Effort?
Streamline your proposal workflow from first draft to final approval. Track versions, margins, and statuses all in one place with Taskeeper.
EXPLORE OTHER FEATURES CRAFTED FOR YOUR BUSINESS TO SCALE
From Clients to Teams, Proposals to Projects, Costs to Budget, Planning to Delivery. Taskeeper takes care of every aspect of your Real Estate business.
Easily manage customer interactions, sales, and support with a centralized CRM built for construction businesses.
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Seamlessly plan, manage, execute, and track your projects with real-time collaboration tools.
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Streamline employee workload with Taskeeper’s powerful Task Management Engine.
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Manage team schedules, roles, and assignments effortlessly. Automate workflows and enhance productivity.
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Optimize supplier relationships, ensure timely delivery, and manage margins all from one centralized hub.
Explore
Easily manage customer interactions, sales, and support with a centralized CRM built for construction businesses.
Explore
Seamlessly plan, manage, execute, and track your projects with real-time collaboration tools.
Explore
Streamline employee workload with Taskeeper’s powerful Task Management Engine.
Explore
Manage team schedules, roles, and assignments effortlessly. Automate workflows and enhance productivity.
Explore
Optimize supplier relationships, ensure timely delivery, and manage margins all from one centralized hub.
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