01
Structure once
Reuse your strongest proposal framework.
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.
Designed for agencies, consultancies, software teams and Odoo implementers.
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
02
Personalize quickly
Update shared fields across every page.
03
Design visually
Move, resize and style proposal pages visually.
04
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.
DOC
proposal-final.docxDOC
proposal-final-v2.docxDOC
proposal-final-new.docxXLS
pricing-update.xlsx 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.
01Template
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.
Select template
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.
Client name
03Validate
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.
Export PDF
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
Timeline14 weeks
InvestmentEUR 48,500
Built around reusable proposal work
Everything needed to move from reusable structure to polished output.
Reusable proposal templates
Turn a finished proposal structure into a reusable starting point for future work while preserving client-specific proposal sections.
Shared fields
Update client names, proposal details, scope and more from one place while keeping repeated content in sync.
Flexible page layouts
Add, move, resize, duplicate and style text, images, shapes and supporting design elements.
Live PDF preview
See the proposal as the client will receive it while editing reusable content and layout decisions.
History & versions
Duplicate recent work, continue existing proposal versions and keep a clearer proposal trail.
PDF export
Generate a polished proposal document or attach PDF proposal outputs directly from the designed page sequence.
Odoo quote workspace
Create a workspace from live Odoo quotation and sales order data.
Image controls
Upload images and maintain visual fitting, positioning and styling controls for each page.
Draft assistance
Turn rough notes into structured proposal sections without leaving 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
FAQ
Questions about the proposal workflow.
Qotivo is a browser-based workspace for creating structured, branded proposals and quotations from reusable templates, shared fields and flexible page layouts.
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.