Proposals
Proposals your customers sign online
Build a priced proposal once, reuse it as a template, and see when it's signed.
Proposal for Northwind
Draft- Discovery workshop1£1,500
- Design sprint1£4,000
- Monthly support3£2,400
Total£7,900
Change a quantity, then send it.
Try it
Price it, send it, get it signed
Change the quantities and follow a proposal to signature.
- Priced proposals, built from templates
- Sent to your contact and signed online
- A clear view of what's out and what's signed
In practice
What Proposals gives you
Build once, reuse
Keep a proposal as a template for the next one.
Signed online
Your contact signs online, and you see when they have.
Moves the deal on
An automation can move a deal on when its proposal is sent.
How it works
Proposals in three steps
Start from a template
Or build a new proposal and keep it for next time.
Send it
Your contact gets a priced proposal to read.
See it signed
They sign online, and you see when they have.
Goes well with
Pipeline
Every deal by stage, value and expected close date.
Customers
People and companies, with everything linked to them.
Automations
Create the next task or move a deal on, automatically.
FAQ
Questions about Proposals
Yes. You send a priced proposal and your contact signs it online.
Yes. Build one once and keep it as a template.
It depends on your plan; the pricing page has the figures.
Get started
Give your big goal somewhere to live
Start a 28-day free trial and have your organisation set up in about 10 minutes.