Proposal software features

Outlined below are the most important functions and features of Offorte. We are continuously working to further develop the software. Our users provide important input into this process.

Create a proposal in your browser

Offorte needs no installation, it simply runs on all web browsers. This means you will always be up to date with the latest version.


Proposal overview and pipeline

The proposal overview gives you easy access to all your proposals and allows you to see what's in your proposal pipeline.



Often-used pages and paragraphs can be organised in the favourites library and inserted easily into new proposals. Handy!


Online question and acceptance facility

When a prospect is viewing a proposal, you can ask them a question from within the proposal itself. Acceptance of a proposal is also done online and you are automatically notified when this happens.


Statistics and notifications

In the proposal details you can see when and how often a proposal has been viewed by a prospect. When a proposal is viewed for the first time, or is viewed after some time of not being accessed, you will be notified by email.


Beautiful design to suit your branding

Templates can be created within the system to match your company's branding. Offorte ensures that all your proposals from that point on are created with the same formatting, for maximum consistency.


Fast support
Do you have a question or request? Our friendly support team will help you, quickly and efficiently. Your feedback and user experience are extremely important!

Online and pdf
When a proposal is sent, it is viewed online by the prospect. Your prospect also has the option to download the PDF version of the proposal and print it. This PDF version is created automatically.

Proposal templates
The proposal templates available within Offorte provide a good starting point for new proposals. The new proposal is automatically populated with the contents of the template of your choice and easily adjusted to suit the specific needs of the prospect.

Within the contents of a proposal, automatic tags containing client details can be inserted. When the proposal is viewed, these tags are replaced with the correct client details. This ensures the wrong client name is never accidentally used.

Version management
Often a prospect will request changes to a proposal once it has been reviewed. Version management enables you to create a new version of the proposal directly within the proposal itself, giving you more control and keeping you informed of the big picture at all times.

Different paragraph types
A proposal from Offorte consists of pages and paragraphs. There are several types of paragraphs available which allow you to benefit from the online capabilities. At this time, these include: several text and picture combinations, tables, price table, YouTube video, Slideshare presentation, photo gallery.

Letter templates
Offorte offers the option of creating standard letter templates, which can be attached to new proposals as cover letters.

Team work
An Offorte account can be set up to include multiple users. This encourages teamwork and the sharing of information within sales teams.

Online proposal

Read more about the strength of creating your proposals online with Offorte


Online proposal software


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Pricing information


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