Proposal Manager is proposal software that helps you build polished, on-brand proposals from reusable templates, populated automatically with data from your CRM. As proposal management software with proposal automation at its core, it turns a manual chore into a fast, repeatable process. Once a sales proposal is sent, you can track exactly when it is opened, viewed, and accepted, so your team knows when to follow up and which deals are heating up. Whether you are producing everyday quotes or responding to a formal request, this RFP response software and proposal templates software keeps every document consistent and every opportunity visible.
Sales app · Omnie AI
Umbriel: Proposal Manager
Proposal software that builds polished, branded proposals from templates using your CRM data, then tracks exactly when each one is opened, viewed, and accepted.
AI at work Proposal drafting, engagement-based follow-up and tone/brand check
Ready to subscribe? Click hereGDPRDPA 2018SOC 2WCAG 2.2
4+
Connected tools
5
Industries served
What it does
Umbriel: Proposal Manager, explained.
Key features
- Build branded proposals quickly from reusable templates.
- Auto-populate proposals with live data from your CRM.
- Track when each proposal is opened, viewed, and accepted.
- Time follow-ups based on real prospect engagement.
- Make proposal creation a fast, repeatable, trackable process.
AI at work
AI at work in Umbriel: Proposal Manager.
The moments where the AI does the work your team used to do by hand.
Proposal drafting
AI writes the narrative sections of a proposal from CRM deal data, replacing the manual write-up a rep or bid writer used to do.
Engagement-based follow-up
AI reads viewing behaviour to flag which proposals are ready to close and prompts the right follow-up.
Tone/brand check
AI reviews drafts against your brand voice and past winning proposals before sending, a job previously done by a proposal manager.
More on Umbriel: Proposal Manager
Proposal software that tracks every open
Proposal Manager is proposal software that assembles branded documents from reusable templates, filled automatically with data from your CRM. What used to take an afternoon of copying and formatting becomes a few minutes of review before you send.
As proposal management software with proposal automation built in, it keeps every sales proposal consistent and on brand. Your team stops rebuilding the same document and starts sending more of them, faster.
Once a proposal lands, tracking shows when it is opened, viewed, and accepted, so follow-up is timed rather than guessed. From quick quotes to formal RFP response software needs, this proposal templates software keeps deals visible and moving.
See it in action
Watch Umbriel: Proposal Manager in 90 seconds.
A quick walkthrough of how Umbriel: Proposal Manager works and how teams use it day to day.
Umbriel: Proposal Manager, product tour
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Connects with your tools
Works with the systems you already use.
Umbriel: Proposal Manager connects to Bitrix24, DocuSign, Gmail, Google Drive out of the box, and through Omnie AI it works with the CRM, project, finance, document, communication and marketing tools below.
CRM
Projects
Finance
Documents
Communication
Marketing
Compliance & standards
Built to meet the standards your sector expects.
Umbriel: Proposal Manager is built on the Omnie AI platform, so the security, data-protection and accessibility standards below are handled as standard, here’s what each one covers.
UK GDPR & EU GDPR
How personal data is handled. A data-protection lead, mapped personal data (ROPA), clear privacy notices, Data Processing Agreements with vendors, and defined subject-access (DSAR) and breach procedures.
Data Protection Act 2018 (UK)
The UK’s implementation of GDPR. ICO registration and data-protection fee, UK GDPR controls applied across the app, and records of processing activities kept up to date.
SOC 2 (Type II)
Independent assurance over security, availability and confidentiality. Controls are operated over a 3–12 month window and audited by an independent CPA firm, who issue the SOC 2 Type II report.
WCAG 2.2 AA / Accessibility
Accessibility for all users. The site and app are audited against WCAG 2.2 AA, aligned with the Equality Act, ADA and EN 301 549, issues are remediated, and testing is carried out on an ongoing basis.
Built on Omnie AI
Four things every app gets as standard.
Customised to Fit
We build your applications to suit your individual requirements. We connect them to the tools you already use, then support you to develop and improve your applications.
AI Built-in
All apps have AI built in that makes your business run better, streamlining your processes, freeing up your team and helping you deliver a better experience to every customer.
Secure & Compliant
Your apps run on secure, managed infrastructure. Your data and your customers’ data stay protected, and all apps are compliant with recognised industry standards.
Dedicated Support
Your Customer Success Manager learns your business to understand your needs and is available by phone or messenger to answer questions and provide advice.
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Businesses we work with
Trusted by teams around the world.
Build Umbriel: Proposal Manager for your business.
Start from this template and customise it to your exact needs with Omnie AI, hosted, secured and supported by our team.
FAQs
Umbriel: Proposal Manager, common questions.
What does Umbriel: Proposal Manager connect to? +
Umbriel: Proposal Manager works with Bitrix24, DocuSign, Gmail, Google Drive, and through Omnie AI it can connect to other CRM, project management, finance, document and communication tools you use.
Can we customise Umbriel: Proposal Manager to how we work? +
Yes. Umbriel: Proposal Manager is a starting template, with the Vibe Code feature in Omnie AI you can change the fields, logic, integrations and design to fit your exact process, with our team on hand whenever you need them.
Is our data secure? +
Security is built into the Omnie AI architecture from the ground up, so your data and your customers’ data are protected by a structured, proven approach rather than the gaps self-built apps leave behind.
Do you host and maintain Umbriel: Proposal Manager? +
Yes. We host your app on secure, managed infrastructure with a staging environment and continuous backups, so it stays fast, available and protected with nothing for you to manage.
What support do we get? +
Our team of experienced developers is on hand throughout. If you hit problems building, or your app ever causes issues, we can step in to diagnose and fix them for you.
Which industries is Umbriel: Proposal Manager for? +
Umbriel: Proposal Manager is used by teams across Construction, Financial Services, Marketing & Agencies, Professional Services and Technology & SaaS, and adapts to the way your business works.