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.
Works together with
- Clients & dealsContacts, companies and deals on one record per client that fills itself in.
- ProjectsPhases, tasks and client email, from kickoff to launch, from ready-made templates.
- SupportClient requests from email become tickets, with replies, statuses and history.
- Client CRMsGive every client a small CRM of their own, under your brand.
- Websites & SEOUptime, speed and SEO for every client site, with reports in your brand.
- EmailOne-to-one emails with templates, and email to a whole list, from your own inbox.