Proposals built fast, tracked closely
In a generic tool, building a lab proposal turns into a puzzle: service, parameter, matrix, price, all by hand and easy to get wrong. Here the proposal already speaks the lab's language, pulls from your catalog and prices itself. And once it goes out, you find out when the client opened it instead of calling to ask.
The proposal already understands lab logic.
Build by service, parameter, and matrix from your own catalog, and price calculation keeps up as you pick.
The client asks for a tweak and you lose nothing.
Work with proposal versions and keep the history of every change. The previous version is still there when you need to go back.
The request is reviewed before it becomes a commitment.
The Information tab, with questions and a checklist, ensures critical review of the request the way ISO/IEC 17025 expects.
The client views the proposal with no login at all.
It goes out by email with a secure link to view in the portal, with no access to the internal system needed.
The proposal goes out with the lab's identity.
Generate it as a PDF with your own branding, ready to attach or print.
Price comes from the catalog, not a guess.
Each service and parameter carries its own value. The total adjusts as you build, with no calculator sitting next to you.
An accepted proposal already sets up the next step.
Once approved, it becomes the base for the contract with what was sold wired in. You don't re-type service, equipment, or sampling plan.
The previous version isn't lost, it's on record
A lab proposal almost never lands right the first time. The client asks for changes, and each round has to stay on file for a 17025 audit, not get overwritten by the next.
Each requested tweak is its own version.
You change a parameter or a price and a new version is born. The old one doesn't vanish: it stays there, whole, to compare what moved.
The critical review travels with the proposal.
The Information tab keeps questions and checklist next to each version. When the audit asks how the request was reviewed, the record sits right there.
The PDF goes out with your brand, not generic.
Each version generates a PDF with the lab's identity and the values pulled from the catalog, ready to attach exactly as it was agreed.
Frequently asked questions
Does the proposal understand service, parameter, and matrix?
Yes. You build from your own catalog, choosing service, parameter, and matrix, and price calculation keeps up as you select.
How do I run the critical review of the request?
Through the Information tab, with questions and a checklist. It records the critical review the way ISO/IEC 17025 expects, before the proposal becomes a commitment.
What if the client asks for changes?
You work with versions. Each tweak becomes a new version and the history is kept, so the previous version is still there when you need to go back.
Does the client need a password to see the proposal?
No. It goes out by email with a secure link to the portal. The client views it without accessing the lab's internal system.
Sales and lab in one system. Time to stop re-typing proposals.
Book a demo and watch your sales flow turn into sampling and a report with no rework, using your services and your prices.