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PROPOSALS AND E-SIGNATURES

Write the proposal.
Get it signed.

A proposal builder with templates, AI drafting from a client brief, e-signatures, password protection and view tracking.

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Proposals and e-signatures are on every plan.

Build proposals your way

The proposal builder gives you four ways to start: a blank proposal, a template from your library, an existing estimate, or a customer brief you drop in for AI to draft from. Sections cover the project overview, deliverables, pricing, assumptions and terms, and you can preview the proposal on desktop and mobile before it goes out.

Set how the AI writes under Settings › Proposal AI, where guidance profiles keep tone and terms consistent across your team.

Send, track and sign

Send by email and link to one or more recipients, in any order or one at a time. Add a password and an expiry date if you need them. Proposal tracking shows delivery, views and signature progress in the proposal’s activity, and a teammate can countersign once the client has signed.

Clients sign online with electronic acceptance, and signed agreements appear in their portal’s Agreements area. For a fuller overview, see proposal software.

HOW TO

How to use proposals in Angelwood

Create and send a proposal

  1. Start a proposalGo to Proposals and select New proposal. Choose a blank proposal, a template, an existing estimate or a customer brief.
  2. Edit the sectionsWork through the sections in the editor, including pricing and assumptions and terms. Check the desktop and mobile preview.
  3. Choose recipients and signing orderOpen the send drawer, add recipients and choose whether they sign in any order or one at a time. Add a password or expiry under access settings if needed.
  4. Send and trackSend by email and link. The proposal’s Analytics & activity shows when it’s delivered, viewed and signed.
  5. CountersignWhen the client has signed, countersign from the proposal. The agreement is then fully executed.

GOOD QUESTIONS

Questions about this feature.

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Can clients sign proposals online?

Yes. Clients accept electronically, with consent to sign electronically, from the link you send or from their portal.

Can I turn an estimate into a proposal?

Yes. Start a new proposal from an existing estimate, or use Convert to Proposal from the estimate.

Can I see when a client opened the proposal?

Yes. Proposal views and signature progress show in the proposal’s analytics and activity.

Can more than one person sign?

Yes. Add several recipients and choose any order or one at a time. A teammate can countersign after the client.

KEEP EXPLORING

Related features and guides.

Proposal software overviewEstimatesStatement of work template

THE CLIENT EXPERIENCE, IN ORDER

See it with your own clients.

Bring the work you share with clients into one place.

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