Win more clients with beautiful proposals
Create professional proposals with a block-based builder, collect e-signatures, track engagement analytics, and auto-convert accepted proposals into projects and invoices — all from one platform.
Line item features
- Manual items or import from your Service Catalog
- Per-item quantity, unit price, discount, and tax
- Mark items as optional — clients choose during acceptance
- Billing type badges: Recurring, Hourly, One-time, Service
- Document-level discount and tax overrides
- Deposit payments — percentage or fixed amount splits
Track every proposal from draft to signed
A structured lifecycle with 10 statuses keeps your pipeline organized.
Draft & Review
Build your proposal, then submit for internal review before sending. Approvers can approve or reject with feedback.
Send & Schedule
Send immediately or schedule for a specific date and time. Includes PDF attachment and public share link.
View & Track
Know exactly when clients open your proposal. Analytics show views, time spent, and device breakdown.
Accept & Sign
Clients accept with e-signature (typed or drawn). Full audit trail with name, IP address, and timestamp.
Negotiation built in
- Accept & sign — select optional items, sign with typed or drawn signature
- Decline — with a reason sent back to the agency
- Counter-propose — submit requested changes for agency review
- Request extension — ask for more time before expiry
- Send reminders — nudge clients who haven't responded
Conversion options
- To Project — create a linked project with client organization
- To Invoice — generate a draft invoice with line items
- To Both — project + invoice created simultaneously
- Multi-Invoice — milestone-based payment schedule
- Deposits — split into deposit and balance invoices
Service-linked line items
- Import items from your Service Catalog with pre-configured pricing
- Recurring services auto-provision active subscriptions on conversion
- One-time fees and recurring billing combined in a single proposal
- Seamless handoff from proposal → invoice → payment via Stripe
Know exactly how clients engage
The Analytics tab on every proposal gives you complete visibility into client behavior.
Total Views
How many times the client opened your proposal.
Time Spent
Average time clients spend reading — gauge engagement depth.
Time to First View
How quickly the client opened after you sent it.
Time to Decision
Duration between first view and acceptance or decline.
Close deals faster
"We used to send proposals as PDF attachments and had no idea if clients even opened them. Now we see exactly when they view it, how long they spend reading, and get instant notifications when they sign. Our close rate jumped 35%."
"The auto-conversion is a game changer. Client accepts the proposal, Stripe checkout pops up, they pay, and the project is already created with tasks ready to go. Zero manual work."
Frequently asked questions
Yes. Clients can accept proposals with a typed or drawn signature. The system records the signer's name, IP address, and timestamp for a complete audit trail.
Yes. Configure auto-conversion so when a client accepts, it automatically creates a project, an invoice, or both. The client is redirected to Stripe Checkout for immediate payment.
Proposals is a Pro plan feature. Free plan users will see an upgrade prompt. Pro and Enterprise users get full access to the builder, templates, analytics, and conversion tools.
Yes. The Analytics tab shows total views, average view time, time to first view, time to decision, and device breakdown — complete visibility into client engagement.
Yes. Add line items from your Service Catalog, including recurring services. When converted, recurring items auto-provision active subscriptions with scheduled billing.
Start closing deals faster
Professional proposals with e-signatures, analytics, and auto-conversion — included in every Pro plan.