Pipeline status
See how many offers are in draft, in customer review or in other stages.
Manage offer creation, review and approvals in one lightweight system.
Create offers, assign internal reviewers, collect customer feedback, and keep a clear version and approval history for every proposal.
Structured workflow
Move offers from draft to internal review, customer review, and final approval with transparent state transitions.
Version control
Track every offer version, preserve previous approvals, and keep full history across changes and review cycles.
Offer is actively evolving, and your input helps shape the workflow into a practical tool for managing offers, reviews, and approvals. We regularly release new features based on user feedback, so please let us know if a capability you need is missing.
Offer performance metrics
Monitor the key indicators that matter for your offer pipeline and approval process.
Approval velocity
Track how quickly offers move through review and approval cycles.
Version history
Review the lifecycle of every offer version and its approval state.
Customer feedback
Capture and track requested customer changes and responses consistently.
Audit trail
Preserve who changed an offer, when it was reviewed, and what decision was made.
Proposal value
Understand offer totals and the financial scope of each proposal.
Quick overview
Offer Review & Approval is a lightweight SaaS application designed to help agencies and small and medium-sized businesses manage the complete lifecycle of commercial offers and proposals. It provides a structured process for creating, reviewing, commenting on, and approving offers, replacing fragmented communication across emails, attachments, and messaging tools.
This is not a full enterprise offer signing platform; it is a fast, flexible, easy-to-implement structured process that helps teams avoid sending multiple offer versions back and forth via email.
Offers can first be reviewed internally by relevant team members before being shared with the customer. Customers can then securely access the offer, provide comments, request changes, or approve the final version without needing to create an account. Every important action is linked to a specific offer version and recorded in a clear activity history.
Core workflows
Explore the key offer management workflows built into the system.
Internal review
Assign offers to reviewers, monitor internal approvals, and keep feedback in one place.
Customer review
Send secure review requests, collect customer comments, and track response status.
Version control
Keep every offer version intact and show exactly which version was approved.
Audit trail
Preserve approval decisions, review comments, and all offer lifecycle actions.
Frequently asked questions
Quick answers to common questions about Offer Review & Approval.
Who can use Offer Review & Approval?
Agencies, sales teams, and SMBs can use it to manage offer creation, internal review, customer feedback, and approval workflows in a single place.
Can customers review offers without creating an account?
Yes. Customers can securely access offers, provide comments, request changes, and approve proposals without needing to register.
Does the app preserve version history and approval decisions?
Yes. Every offer version, review decision, and approval action is stored so you can trace the full history of each proposal.
Is there an audit trail for offer changes and reviews?
Yes. The system records who changed an offer, when it was reviewed, and what decision was made, making it audit-ready.
Does Offer Review & Approval include a PDF editor?
No. You must upload PDF files separately. This platform focuses on structured offer creation, review, and approval workflows rather than a built-in PDF editor. Output can be managed through the platform and shared with customers via the review workflow.
Is this a full enterprise offer signing platform?
No. Offer Review & Approval is designed to be fast, flexible, and easy to implement, providing a structured workflow that avoids sending multiple offer PDF-versions back and forth by email.
Can I request an internal review before sending the offer to the customer?
Yes. The offer creator can request an internal review before customer delivery, and the selected reviewer receives an email notification to review the proposal.
How is the offer sent to the customer?
Offers are delivered through the built-in customer review workflow by using secure review link. You can include the link in an email or share it directly with the customer.
How do I know when a customer has reviewed the offer?
The system updates the offer status when the customer submits feedback and sends notification message via email to relevant stakeholders, ensuring everyone stays informed.
Is customer identification secure enough when the customer only needs the review link to approve?
Yes. The review link is designed for secure access, and after approval the finalized offer PDF is sent to both the offer creator and the customer in the same email.
Does the dashboard provide a continuous summary of offer status and progress?
Yes. The offer management dashboard provides a continuous summary of offer statuses and progress, helping teams monitor drafts, reviews, approvals, and customer responses at a glance.
Give it a try, start with free plan and test
Cancel anytime. No credit card needed. Company invoicing option available.
Free
Perfect for individuals or small teams just getting started with offer management.
0.00 € / mo
- 1 user(s)
- 50 monthly offers
- Product support: Yes
Startup
Perfect for small teams collaborating in offer management.
4.99 € / mo
- 3 user(s)
- 100 monthly offers
- Product support: Yes
Enterprise
Best for larger organizations needing all advanced features.
14.99 € / mo
- 10 user(s)
- 300 monthly offers
- Product support: Yes
Did find suitable plan or need extra features?
Contact us to get personalized offer.
info@romware.eu
Having questions or need support? Reach out and let's talk.
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