Structured proposal creation

Build branded proposals without rebuilding every document.

Turn reusable templates, client information and Odoo quotation data into polished proposals with flexible layouts, live PDF preview and a faster export workflow.

Create your first proposal Open the workspace

Reusable templatesLive previewFlexible layoutsPDF & Odoo workflows

Designed for agencies, consultancies, software teams and Odoo implementers.

Live preview / Page 1 of 6Ready to export

Proposal

Digital Transformation

Prepared forHorizon Manufacturing

TotalEUR 48,500.00

Odoo quotationS00231

Customer: Horizon Mfg.
Total: EUR 48,500

PDF

Export completeproposal-v03.pdf Attached to quotation

Structure once

Reuse your strongest proposal framework.

Personalize quickly

Update shared fields across every page.

Design visually

Move, resize and style proposal pages visually.

Export confidently

Generate polished PDFs and connected business outputs.

A better proposal workflow

Replace scattered documents with one structured workspace.

Traditional proposal creation spreads client details, scope, pricing, layouts and revisions across multiple files. Qotivo brings those elements together so teams can work from a repeatable structure while keeping every proposal personal.

Before Qotivo

DOCproposal-final.docx

DOCproposal-final-v2.docx

DOCproposal-final-new.docx

XLSpricing-update.xlsx

Copy and paste errorsVersion confusionInconsistent branding

With Qotivo

One proposal workspace Reusable template Shared client fields Visual page structure Proposal history Validated export

Validated exportOne source of truth · every page on-brand

From source data to client-ready PDF

A clear workflow from first draft to final export.

01Start

Choose a template or continue existing work.

Begin with a reusable proposal structure, open a saved proposal or create a fresh document from the workspace.

02Design

Edit content while watching the proposal take shape.

Update shared client fields, refine page content, upload images and arrange headings, text, shapes and visual elements directly in the layout.

03Deliver

Deliver a polished document or continue the Odoo workflow.

Export the completed proposal as a PDF, generate Odoo-connected PDF exports or attach the finished document to the connected quotation.

Designed around the document

Content controls on one side. Client-ready output on the other.

The workspace keeps proposal structure, fields and layout tools close to the live document, reducing the gap between editing and final presentation.

100%

Proposal

Digital Transformation Proposal

Prepared forHorizon Manufacturing

Prepared byQotivo Consulting

Timeline14 weeks

InvestmentEUR 48,500

Built around real proposal work

Everything needed to move from reusable structure to polished output.

Reusable proposal templates

Turn a reliable proposal structure into a reusable starting point for future clients and projects - your branded proposal templates, ready to reuse.

Shared fields

Update client names, proposal details, dates and shared values across multiple pages from one place.

Flexible page layouts

Add, move, resize, duplicate and style text, images, shapes and supporting design elements.

Live PDF preview

See the document as it develops instead of waiting until the final export to find layout issues.

Validation

Identify incomplete required content before a proposal is exported.

History & versions

Continue recent work, duplicate proposals and create new versions without losing the original.

PDF export

Generate a polished proposal document - a true PDF proposal generator - directly from the designed page sequence.

Image controls

Upload images and control fitting, cropping, overlays and visual treatment for each page.

Draft assistance

Turn rough notes into a structured starting draft that can be reviewed before entering the proposal.

Connected Odoo proposal workflows

Bring quotation information into the proposal instead of copying it by hand.

Connect an Odoo account, find a quotation, map customer and order information into proposal fields, design quotation-oriented pages and return the finished PDF to the commercial workflow.

Per-profile Odoo connections Quotation search and import Customer and order field mapping Quotation-line proposal pages Automatic proposal field population PDF attachment to the sale order Header and footer PDF export packages

Odoo quotationSO0241

Qotivo proposalPDF ready

Made for proposal-heavy teams

A flexible foundation for different commercial workflows.

Agencies

Digital agencies

Package discovery, scope, delivery phases and investment into a repeatable branded format.

Campaign proposalServicesDeliverablesTimeline

Consultancies

Software consultancies

Translate technical requirements and implementation plans into a proposal stakeholders can understand.

ArchitectureMilestonesImplementation

Implementers

Odoo implementers

Connect quotation information with a more flexible proposal presentation and PDF workflow.

Odoo quotationMapped fieldsProposal pages

Sales and ops

Sales teams

Standardize recurring proposal content while keeping client details and project scope specific.

TemplatesVariablesHistory

Structured enough to stay consistent. Flexible enough to stay personal.

Reuse without repetition

Templates provide a starting point, not a final limitation.

Edit with context

Content controls and document preview remain visible within the same workflow.

Export what you designed

The final document reflects the page structure and visual decisions made in the workspace.

Practical workspace access

Application access and business connections stay inside the workspace.

Built with practical access controls for an authenticated SaaS workspace.

Signed application sessions HttpOnly session cookies Password hashing Server-side Odoo credential handling

Protected documentSessions and credentials server-sideOdoo API keys never returned to the client

Plans and pricing

Choose the plan that fits your proposal workflow.

Start with polished proposals, then add deeper Odoo workflows, history and higher limits as your process grows.

Prices, limits and availability come from the current Qotivo plan catalogue.

FAQ

Questions about the proposal workflow.

What is Qotivo?

Qotivo is a browser-based workspace for creating structured, branded proposals and quotations from reusable templates, shared fields and flexible page layouts.

Can I create reusable proposal templates?

Can I customize the proposal layout?

Does the application connect with Odoo?

Can I export proposals as PDF files?

Does it support proposal history and versions?

Build from a better starting point

Create a proposal structure you can reuse, personalize and export with confidence.

Move from scattered files to one structured proposal workflow.

Start building Sign in to your workspace