Custom Proposal Development

Connect sales, engineering, and finance across a unified product thread to quote custom products faster, smarter, and with confidence.

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Winning Custom Deals Demands Accurate, Connected Product Data
What is Custom Proposal Development?
Custom proposal development is the end-to-end process of configuring, costing, and documenting a tailored product solution in response to specific customer requirements, spanning engineering feasibility, BOM pricing, and cross-functional approvals. Propel unifies engineering and sales teams, along with ERP data, all on a single platform so modern manufacturers quote accurately, iterate quickly, and close custom deals faster.
Accurate, Real-Time Costing
BOM cost rollup gives sales and engineering live visibility into component pricing so every quote reflects current margins before a deal is signed.
Cross-Functional Alignment
Connecting sales, engineering, and finance on shared product and pricing data means proposals move forward without costly revision cycles or miscommunication.
Design Reuse at Quote Speed
Access to existing components, supplier history, and performance data lets engineers build accurate custom configurations in minutes, not days.

Propel Turns Custom Quotes Into Competitive Advantage

Unified Quote-to-Revenue Data
Propel integrates CRM, ERP, and PLM so sales and engineering work from the same product and pricing data. BOM cost rollup flows in real time, so quotes reflect actual margins. When customer requirements shift, redline-based change management routes approvals without disrupting momentum.
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Design Reuse and Configuration Speed
Engineers find equivalent components, compare cost and supplier quality history, and build accurate BOMs without starting from scratch. Design Hub keeps CAD data synchronized across SolidWorks, Onshape, Creo, and Altium, so proposal-stage configurations always reflect current design data.
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Intelligent Proposal Workflows
Propel One AI agents surface accurate cost, product, and customer data faster to sales teams, proactively flag compliance gaps and risks before they affect a deal, and automate approval routing so sellers spend less time on administration and more time winning.
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See Propel's unified platform in action
You already have the product data. See what becomes possible when it's all connected.
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More Capabilities
BOM Cost Rollup
Change Management
Unified Sales and Product Data
Document Management
Design Reuse
BOM Cost Rollup
Real-time component cost information rolls up through every level of the BOM, giving sales and engineering live margin visibility before a deal is signed. Quotes reflect actual current pricing, not manual estimates or stale spreadsheet data.
Change Management
Integrated change management lets sales and engineering collaborate on design and cost decisions as customer requirements evolve. Intuitive BOM redlining supports auditable change approvals without slowing the quote cycle or creating version confusion.
Unified Sales and Product Data
Connects sales opportunities directly to product records and projects so sales, engineering, and finance share the same customer, pricing, and product data throughout the proposal process on a single platform.
Document Management
Automated workflows govern the creation, approval, security, and publishing of proposal-related documentation. Teams move faster with standardized processes that eliminate manual handoffs and ensure the right version reaches the right stakeholder at the right time.
Design Reuse
Engineers quickly find equivalent design components and compare cost, performance, and supplier quality history when building custom quotes. Reusing proven designs accelerates configuration accuracy and measurably reduces proposal cycle time.
Concept To Customer Solutions for Fast-Moving Product Companies
Propel PLM
Cloud-native, role-based, and easy-to-use product lifecycle management enables enterprise-wide collaboration so teams work smarter, faster, and better together.
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Design Hub
CAD-to-PLM integration centralizes design data across every tool and team so engineers spend less time reconciling files and more time building great products.
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Propel One
Natively integrated agentic AI automates workflows, surfaces insights, and accelerates every team across PLM, QMS, and PIM from concept to customer.
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Girtz Industries: 50% More Quoting Capacity
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Unified data transforms a custom manufacturer
Girtz Industries, a custom-engineered power systems manufacturer, achieved a 50% increase in sales quoting capacity and 20% faster quote-to-revenue by unifying engineering, procurement, and sales on Propel. Standardized data handoffs and a connected product record eliminated the silos slowing every custom deal.
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FAQ
How does Propel connect engineering and sales during custom proposal development?
Propel integrates CRM, PLM, and ERP data on a single platform, so sales and engineering work from shared product configurations, real-time BOM costs, and current supplier data. When requirements shift, integrated change management and BOM redlining route approvals without breaking the quoting workflow or losing traceability.
How does Propel ensure custom quotes are priced accurately?
BOM cost rollup in Propel pulls real-time component pricing through every level of the product structure so sales can validate margin targets before a deal closes. Supplier cost data from integrated ERP systems feeds directly into the quote, eliminating manual lookups, stale pricing, and last-minute margin surprises. Learn more.
Can Propel AI assist in custom proposal workflows?
Yes. Propel One AI agents surface accurate cost, product, and customer data faster to sales and commercial teams, and proactively identify compliance gaps and risks before they reach a customer. They also automate repetitive tasks like approval routing, freeing higher-value staff to focus on building and closing custom deals. Explore Propel One.

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