Proposal creation
Without Sanka
Teams copy old decks and stale terms remain
With Sanka
Generate from templates and CRM data
Governed documents proposals and booking pages from one layer
Unify proposals customer documents and scheduling with governed templates and traceable history.
WORKFLOW
Automate exception routing and approvals across teams
1
Trigger
2
Policy check
3
Approve
4
Execute
Trusted by 1,000+ teams
Overview
Create governed proposals and documents from CRM data
Standardized templates
Insert products, pricing, contract terms, and customer data while keeping brand and wording consistent.
CRM-aware content
Pull the right company, deal, quote, and line-item context into each document.
Version and approval history
Track who created, approved, and sent each version.
Workflow
Generate customer documents from CRM context
- 01Select a templateChoose a proposal, quote attachment, pre-contract document, or form template.
- 02Insert dataPopulate customer, deal, product, pricing, and terms from CRM and Sanka.
- 03Review and approveRoute documents for review based on amount or non-standard conditions.
- 04Keep send historyConnect sent versions and terms to deals, quotes, contracts, and billing.
Compare
Hand-built documents create mismatched terms
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Proposal creation | Teams copy old decks and stale terms remain | Generate from templates and CRM data |
| Line items | Proposal details do not match the quote | Use the same quote and item-master line items |
| Review | Pre-send review depends on individuals | Route non-standard terms and high amounts to approval |
| Version history | Teams cannot prove which document was sent | Store version, send, and approval history |
Line items
Without Sanka
Proposal details do not match the quote
With Sanka
Use the same quote and item-master line items
Review
Without Sanka
Pre-send review depends on individuals
With Sanka
Route non-standard terms and high amounts to approval
Version history
Without Sanka
Teams cannot prove which document was sent
With Sanka
Store version, send, and approval history
Customer quotes
Don't take our word for it.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
At first, we managed everything in Excel. Human error was a constant problem, and our inventory value did not match at fiscal close.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
FAQ
Frequently asked questions
Can we use existing proposal templates?
Yes. Existing formats can be converted into templates populated with CRM data.
Can documents use the same line items as quotes?
Yes. Products, prices, quantities, and discounts can stay aligned with quote data.
Can documents require approval before sending?
Yes. Approval can be triggered by amount, terms, or other rules.
Is send history retained?
Yes. Version, recipient, timestamp, and approval history can be retained.