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Digital kit
Propostas em Dia
A toolkit for keeping track of quotes
Organize business proposals in an Excel spreadsheet, track negotiations in its integrated dashboard and prepare your next contacts. The kit includes editable message and proposal templates to personalize and send manually, plus a practical guide.
Available
R$29.90
- Category
- Management & Productivity
- Format
- Digital files
- Delivery
- Downloadable materials
- Language
- Portuguese (PT-BR)
- Compatibility
- Microsoft Excel
What you receive
A set of digital files to organize proposals, follow up on negotiations and prepare business contacts.
- Excel spreadsheet for recording and tracking business proposals
- Dashboard integrated into the spreadsheet
- 15 editable message templates to personalize and send manually
- Two editable business proposal templates
- Practical guide
How it works
Explore the steps to get started and make the most of this solution.
Get the kit
Complete your purchase through the external checkout linked on this page.
Receive and download the materials
After purchase, receive the digital materials and download the files.
Open and configure the spreadsheet
Open the spreadsheet in Excel and follow the practical guide to set up your workflow.
Record and track proposals
Enter your business proposals and update negotiations and upcoming contacts.
Personalize and send the templates
Adapt the messages and proposals to your needs and send them manually.
Frequently asked questions
Find answers to common questions about this solution.
What is included in the kit?
The kit includes an Excel spreadsheet with an integrated dashboard, 15 editable message templates, two editable business proposal templates and a practical guide.
Do I need to install a system?
You use the spreadsheet in Excel and the editable files included in the kit. Propostas em Dia is a digital kit, not a SaaS application.
How does tracking work?
You enter and update proposals in the spreadsheet, then review the integrated dashboard to follow negotiations and organize upcoming contacts.
Are messages sent automatically?
No. The templates are designed to be personalized and sent manually. The kit does not send messages or reminders automatically.
Can I edit the templates?
Yes. The 15 message templates and two proposal templates are editable so you can personalize them before sending.