A proposal builder with templates, AI drafting from a client brief, e-signatures, password protection and view tracking.
Proposals and e-signatures are on every plan.
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 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
Yes. Clients accept electronically, with consent to sign electronically, from the link you send or from their portal.
Yes. Start a new proposal from an existing estimate, or use Convert to Proposal from the estimate.
Yes. Proposal views and signature progress show in the proposal’s analytics and activity.
Yes. Add several recipients and choose any order or one at a time. A teammate can countersign after the client.
THE CLIENT EXPERIENCE, IN ORDER
Bring the work you share with clients into one place.