For custom enquiries
Professional proposal software for quotes that need a human touch
Not every enquiry should get an instant price. Valora lets customers submit a request, gives them a branded pending proposal page, then lets you review, price, request more information, and send the final proposal when ready.
For work that should not be priced instantly
Instant quoting is powerful, but custom events, complex setups, mixed services, and larger corporate enquiries often need review. Sending an automated base price and changing it minutes later can weaken trust.
Valora proposals let you capture the enquiry immediately while keeping the customer expectation clear: their request has been received, and a tailored proposal is being prepared.
Everything needed to turn custom enquiries into polished proposals
- Proposal request forms
Capture event details, service interests, notes, and custom requirements without promising an instant price.
- AI-assisted draft suggestions
Use AI to help shape the proposal and suggest draft line items while you stay in control of what the customer sees.
- Manual and automated pricing
Mix services from your Valora price list with manually priced items, descriptions, quantities, and visible customer notes.
- Request more information
Send branded question pages to customers and save their answers directly against the proposal.
- Send when reviewed
Save drafts internally, then notify the customer only when the proposal is ready to review.
- Accept or decline online
Customers receive a clean proposal page where they can review the breakdown, ask questions, accept, or decline.
Proposal flow
- Customer submits a request
They fill in a proposal form and receive a branded pending proposal page instead of an instant price.
- You review and build the proposal
Add services, manual line items, AI draft copy, prices, notes, and any follow-up questions you need answered.
- Send the polished proposal
Once reviewed, send the proposal. The customer gets a professional page and can respond online.
Proposal software vs quoting by email
For custom enquiries, a proposal keeps the customer journey branded while still giving you time to review the price properly.
Proposal software FAQs
- When should I use a proposal instead of an instant quote?
Use proposals when the enquiry needs review, custom pricing, multiple moving parts, or extra information before you are comfortable showing a final price.
- Can I save a proposal before the customer sees it?
Yes. You can build and save the proposal internally, then send it to the customer only when the copy, prices, and visible items are ready.
- Can the customer answer follow-up questions?
Yes. You can send branded information requests, and customer answers are saved directly against the proposal instead of getting lost in email threads.
- Can proposals include normal Valora services?
Yes. Proposals can combine automated service prices with manual line items, so you can keep standard products consistent while tailoring custom work.
Proposals sit alongside Valora quotes and bookings
Proposal requests use the same customer journey, but give you time to review custom enquiries before sending a final price.
- Draft before sending
Save proposal copy, service items, manual prices, and customer notes internally before the customer is notified.
- Request more detail
Send customers a branded question page and keep their answers attached to the proposal record.
- Accept or decline online
Once sent, the proposal page gives customers a clear way to accept, decline, or ask a follow-up question.
Handle custom enquiries without messy email threads
Capture the lead now, prepare the price properly, and send a proposal when it is ready.
- Capture custom enquiries clearly
- Review and price before sending
- Keep questions and answers attached to the proposal