Turn an inquiry into a won proposal in minutes.
Most training proposals live in a slow loop of Word docs, spreadsheets, and email. TryTami builds them from your catalog, prices them for margin, and converts the won deal straight into scheduled sessions — no re-keying.
What is training proposal software?
Training proposal software lets a training company assemble a client quote from its course catalog, price it for margin, send it for approval, and turn the accepted proposal directly into scheduled, staffed sessions — without rebuilding the details in another tool.
The slow part of selling training isn't the conversation, it's everything after: pulling courses together, pricing them, formatting a document, chasing sign-off, then re-entering it all into your scheduling and billing systems. TryTami collapses that into one flow so proposals go out faster and nothing is retyped.
What it does
From catalog to signed, in one place.
Build from your catalog
Assemble a proposal from existing courses, durations, and rates instead of starting from a blank document.
Priced for margin
See instructor cost against client price as you build, so every proposal protects the margin you intend.
Branded, client-ready output
Send a professional, branded proposal your client can review and approve — no manual formatting.
Approval tracking
Know exactly where every proposal stands: sent, viewed, approved, or stalled.
One-click to scheduled
When a proposal is won, convert it straight into scheduled, staffed sessions — no re-keying.
Pipeline visibility
See the value and stage of every open proposal so forecasting isn't a guessing game.
See a proposal go from inquiry to scheduled.
Bring a real opportunity to a demo and watch TryTami build, price, and convert it end to end.
How do proposals connect to the rest of TryTami?
A won proposal becomes scheduled sessions, those sessions drive billing and invoicing, and the delivered work reconciles back to margin. Proposals are the front door of the Sales, Billing & Finance suite — the start of the loop from won deal to paid invoice.
Frequently asked questions
Can I build a proposal from my existing course catalog?
Yes. Proposals are assembled from your catalog — courses, durations, and rates — so you're not rebuilding the same details in a blank document every time.
Does an approved proposal create the schedule automatically?
Yes. When a client accepts, you convert the proposal straight into scheduled, staffed sessions in one step, with no re-entry into a separate scheduling tool.
Can I see margin while I build a proposal?
Yes. TryTami shows instructor cost against client price as you build, so you can quote for the margin you actually want to hit.
People also ask
How do training companies speed up their sales cycle?
By replacing manual proposal documents with catalog-driven proposals that price for margin and convert directly into scheduled work.
Software for training companies →How does TryTami protect margin on every program?
It prices proposals against instructor cost up front, then reconciles delivered sessions back to revenue and margin.
Training ROI & margin →Related TryTami topics
Win more training work, with less proposal busywork.
See how TryTami turns inquiries into scheduled, billable programs in a 30-minute demo.
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Insights on running and growing a training business — instructor-led training, L&D operations, and the systems behind high-performing programs.