What this module does
Build proposals directly from your inventory and CRM data — pulling in product pricing, custom financial columns, and rendered floor plan visuals — into one formatted document, then email it straight to the client.
Proposals That Show, Not Just Tell
Select the products, and get a formatted proposal — pricing, custom columns, and floor plans — ready to send.
A proposal that's just a price list doesn't help a prospect picture the space. FlexiAres builds proposals directly from your inventory and CRM data — pulling in product pricing, custom financial columns, and rendered floor plan visuals — into one formatted document, then emails it straight to the client.
Key capabilities
Live product selection
Proposals built from your actual available inventory.
Security deposit handling
Deposit figures included automatically per product.
Custom financial columns
Define pricing categories that match your business.
Multiple columns per proposal
Combine several pricing dimensions in one table.
Inline floor plan rendering
Visuals embedded directly in the proposal, not a separate attachment.
Per-space detail
Render the specific floor and component relevant to the deal.
Automatic email delivery
No manual export-and-send step.
Full audit trail
Every proposal creation and edit is logged.
Built from real inventory, not a blank template
Select available products for the opportunity, and FlexiAres pulls their live pricing and details straight into the proposal — no manually re-entering figures that already exist in your system.
- Live product selection — proposals built from your actual available inventory
- Security deposit handling — deposit figures included automatically per product
Pricing tables that match how you actually bill
Not every deal breaks down the same way. FlexiAres supports custom financial columns — rent, service charge, or whatever categories matter for your business — so the pricing table in the proposal matches your actual commercial structure, not a generic template.
- Custom financial columns — define pricing categories that match your business
- Multiple columns per proposal — combine several pricing dimensions in one table
Floor plans, right inside the proposal
A prospect deciding between spaces wants to see them, not just read a description. FlexiAres can render floor plan visuals directly into the proposal document, giving the client a clearer sense of what they're actually considering.
- Inline floor plan rendering — visuals embedded directly in the proposal, not a separate attachment
- Per-space detail — render the specific floor and component relevant to the deal
Sent automatically, tracked automatically
Once assembled, the proposal is emailed directly to the client — and every change to the underlying record is logged, so you always have a clear history of what was sent and when.
- Automatic email delivery — no manual export-and-send step
- Full audit trail — every proposal creation and edit is logged
Frequently asked questions
Does the proposal pull pricing directly from my inventory?
Yes. Available products are selected from your live inventory data, so pricing in the proposal reflects what's actually on file — no manual re-entry.
Can I customize what pricing categories appear in a proposal?
Yes. Custom financial columns let you define pricing categories — like rent or service charge — that match how your business actually structures its offers.
Can a proposal include floor plan visuals?
Yes. Floor plan components can be rendered directly into the proposal, giving clients a visual sense of the space alongside the pricing.
Is security deposit information included automatically?
Yes. Security deposit figures for each selected product are included automatically as part of the proposal.
Is the proposal sent to the client automatically?
Yes. Once assembled, the proposal is emailed directly, without needing to be manually exported and sent.
Can I include multiple products with different pricing structures in one proposal?
Yes. Multiple products, each with their own financial column data, can be combined into a single proposal document.
Is there a record of changes made to a proposal?
Yes. Every creation and edit to a proposal is logged, giving you a clear audit trail of what was sent and when.
Explore other modules
View all modules →
Coworking CRM
– opportunities become proposals
Digital Agreements
– proposal to signed contract
Space & Inventory Management
– live inventory and floor plans
Next step
Send proposals that actually show the space
Live pricing, custom columns, and floor plan visuals — assembled and sent automatically.