Commercial offer software that tracks every revision, from draft to project
How many versions of that proposal did you send? And which one did the customer actually accept? When offers live across email threads and shared folders, nobody really knows. With Onwork every offer gets a unique code, numbered revisions with attachments, and a direct link to the project it generated.
Who uses it
Sales, management, PMs
Version history always intact
Changing an offer you already sent? Create a new revision and every previous version stays on file. No more "proposal_final_v3_DEF.pdf".
Automatic numbering
The system generates the offer code and serial number for you (e.g. OC001/2026). Revisions auto-increment: 01, 02, 03.
From proposal to invoice
Link the offer to its project and activity. The flow is complete: Offer → Project → Shifts → Work Progress → Invoice.
Everything Commercial Offers handles for you.
Operational detail, not marketing fog — every capability below is in the product today.
01
Offers table with operational filters
Every proposal in one view, with the current revision's status at a glance.
- Columns: offer code, title, type, status (coloured badge), year, current revision and tags
- Text search by title or code; filters by type, status, year and tags
- Quick row actions: open in new tab, download the current revision's attachment, delete
02
Revisions with full history
Every change to an offer already sent becomes a new version, without losing the previous ones.
- Auto-incremented revision code: 01, 02, 03...
- Per revision: title, status (draft, sent, accepted, rejected), issue date and notes
- One attachment per version: the PDF or Word file you actually sent
03
Create an offer in a few fields
You fill in type and title, the system does the rest: no manual numbering to keep aligned.
- Offer type picked from a list, plus the title of the first revision
- Project and activity linkable right away (both optional)
- Tags for categorisation and internal notes up to 4000 characters
How it flows
How Commercial Offers flows, step by step.
- 1
Draft
Create the offer: type, title, tags and notes. The code and serial number (e.g. OC001/2026) are generated for you.
- 2
Sent
Issue revision 01: attach the file (PDF, Word), set the issue date and status.
- 3
New revisions
Customer renegotiates? Create revision 02, 03... — the history of previous versions stays intact.
- 4
Accepted or rejected
Update the current revision's status: the coloured badge in the table shows the outcome instantly.
- 5
Project
Link the offer to its project: from there the flow continues with shifts, work progress and invoice.
Works better together.
Commercial Offers shares data live with the rest of Onwork — one source of truth, nothing re-typed.
Frequently asked questions
Straight answers about Commercial Offers: what it does and how it fits your workflow.
What does the Onwork Commercial Offers module do?
It manages the financial proposals you send to customers: auto-generated unique codes, numbered revisions with attachments, and a link to the project. It tracks the entire offer lifecycle, from draft to acceptance.
How does offer revision management work?
When you edit an offer that has already been sent, you create a new revision with an auto-incremented code (01, 02, 03...). Each revision has its own title, status, issue date, attachment and notes; previous versions are preserved in the history.
Do commercial offers connect to projects?
Yes: you can link each offer to a project and to a specific activity. That way you track which offer generated which project, reach the offer from the project detail, and get the complete flow through to the invoice.