Proposals
Build a proposal in minutes, not hours.
Build a polished proposal from your own library, with your branding on it. Your client signs online, and you see exactly when they open it.
Now in private beta. Personal onboarding included.
From first draft to signed, in one document
Everything for a proposal that's ready fast, looks sharp, and follows up on its own.
01 · Library
Build every proposal from blocks you already have
Drag modules and saved text from your library into the document. Pricing, terms, and your branding are right there from the start.
- Modules and saved text from your own library
- Branding, logo, and terms carried over automatically
- Live preview while you build
02 · Send and sign
See when the client opens it, let them sign online
Send the proposal with a personal note and track the status: sent, opened, signed. Your client signs online and you get the signed version back.
- Status from draft to signed in one list
- See when the client opens the proposal
- Automatic reminder before the proposal expires
03 · To invoice
A signed proposal becomes your invoice, without re-keying
Signed means go. The proposal rolls into a project and an invoice, with the right pricing and tax. Nothing to re-key, nothing forgotten.
- One click from signed proposal to invoice
- Per-person pricing scales from your minimum
- Tax applied per line and split out automatically
10 min
from inquiry to sent proposal
0×
re-keying from proposal to invoice
24/7
sign whenever it suits the client
1 doc
exports to PDF or Word
Everything in your proposal toolkit
Library
Reusable modules and saved text, so every proposal stays consistent.
Digital signature
Your client signs online; you see who signed, when, and from which device.
Smart pricing
Per-person pricing, optional items, and minimum headcounts that scale the total for you.
Tax, automatic
Per-line tax rates, applied automatically with a clean breakdown at the bottom.
PDF and Word
Export the same proposal as a clean PDF or a Word file to keep working in.
AI assistant
Let AI draft a first version from the inquiry. You stay in control.
Send your next proposal out faster.
Now in private beta. Book a demo, personal onboarding included.