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Proposals

Proposals your clients can sign before the call ends

Pick the package, add-ons and care plan while you talk. Prices, deposit and terms are worked out for you, AI writes the personal parts from your call notes, and the client signs online.

What you get with proposals

  • Built during the call

    Choose a package, add-ons, a monthly care plan or custom items. Totals and the deposit update as you go.

  • Written for this client

    Paste your call notes and AI drafts the overview and scope in plain language. You review it before it's sent.

  • A proposal that looks the part

    Clients read it as a clean, printed-style deck in your colors and logo, on any device, and can save it as a PDF.

  • Signed online, locked for good

    Clients sign on the page. Signed proposals can't be changed afterwards, so you both have the same record.

  • Know where every deal stands

    See when a proposal was sent, opened, signed and paid. Sending moves the deal along; signing marks it won.

Questions about proposals

Do clients need an account to sign?

No. They get a private link, read the proposal and sign on the page.

Can I use my own prices and terms?

Yes. Set up your packages, add-ons, care plans, process and terms once; each proposal keeps the prices and terms it was made with.