Abstract: A sales automation system is described. The system can be customized to generate complex proposals involving direct and indirect sales. The system allows users to manage sales projects comprising complete solutions. Proposals are generated by integrating third party products and services offering and by using a pool of products stored in the system catalog. Requests to third party suppliers and service providers are managed by the system and integrated after evaluation in the final proposal to the customer. Search and allocation of products allows users to quickly identify products from a large data pool. Proposal items are structured in a way that enable flexible calculations of resale values based on market conditions and specific variables related to third party suppliers. The system is structured to enable proposals offering to multiple customers for a single project. This structure is extended beyond the proposal preparation cycle until the order phase.