Proposal software
with signatures built in.

1. Start from a template or an existing document. Reuse your proposal structure, or upload an agreement you already have (PDF or Word), and edit it before sending.
2. Send it by link to one or more recipients.
3. Follow engagement. See deliveries, views, time spent, downloads and signature events for each recipient.
4. Answer questions in context. Clients can comment on the proposal.
5. Collect the signature. Clients accept, decline or sign online, and your team can countersign. Clients find everything awaiting their signature in the agreements area of their portal.

Once a proposal is signed, use it to prepare the onboarding plan your team reviews before asking the client to act.

Proposals include e-signatures, so you don’t need separate e-signature software for client proposals. Electronic signatures are widely used for commercial agreements, but the rules vary by country and document type; check with your lawyer for anything unusual.

For smaller pieces of work, send an estimate instead. Clients can open it from a link, comment, download a PDF and accept or decline it.

• Lead with the client’s problem and the outcome they want, in their words.
• Define the scope and deliverables precisely. Our statement of work template shows the level of detail that prevents disputes.
• Say what’s excluded and what the client needs to provide.
• Set out the timeline, approvals and fees.
• Make it easy to say yes, with a clear next step and a signature in the same place.