From proposal to signed deal, without fifteen email threads.
Gyrus builds the proposal a client can actually approve online, a branded quote PDF with your real pricing, and a deal that turns itself into a project the moment it's won — all tied to the same CRM record.
Same record as CRM & quotes Won deal → project, automatically EU-hosted
Reusable blocks, not a blank page every time
Start from a template, drop in the sections that apply, and send something that reads like it was written for this client — because the pricing and scope actually are.
- A template library by product line and engagement type
- Reusable content blocks — scope, timeline, team, terms
- Version history on every draft, nothing overwritten
- Pulls scope and pricing straight from the linked CRM deal
See exactly when it was opened, and by whom
The client reviews and approves online — no printing, no "did you get my email," and a full audit trail behind every approval.
- View tracking — opened, viewed, time on page
- One-click online approval, with a signed audit record
- Follow-up reminders that fire themselves after silence
- Win / loss reason captured the moment it's decided
One price list, a PDF that always matches it
Tiered and contract pricing live in one place, and the quote PDF a client downloads is generated from it — never hand-typed, never out of date.
- Tiered and contract pricing, applied automatically
- Branded PDF output, generated from the live quote
- Multi-currency, EU VAT handled per line item
- A won deal converts straight into a project — no re-keying
The parts that keep proposals from dying in an inbox
Not a document generator — a workflow that ends in a signed, delivered project.
Automatic deal → project handoff
A won deal creates the project, with scope and pricing carried over.
Approval workflow
Internal sign-off above a discount threshold, before it's sent.
Open & view tracking
Know the moment a proposal is opened, not if it ever will be.
Version history
Every revision kept, so you can see exactly what changed and when.
Follow-up reminders
A proposal gone quiet gets a nudge, on a schedule you set.
Multi-currency & EU VAT
Priced and taxed correctly per client, per country.
Branded PDF output
Your logo, your terms — generated, not hand-formatted.
Win / loss capture
A reason recorded on close, feeding the pipeline reports.
Same record as CRM
One deal, one proposal, one quote — never three copies.
Role-based visibility
Reps see their own deals; managers see the whole pipeline.
Works on any device
Clients approve from a phone as easily as a desktop.
EU-hosted, GDPR by design
Frankfurt & Amsterdam, data residency you can point to.
Full product documentation
The setup guide, the pricing model, and the approval-workflow reference — as a downloadable PDF, kept in step with every release.
Sales & Proposals — Product Documentation
Template setup, approval workflow configuration, pricing rules, and the deal-to-project handoff.