PROPOSALS & CONTRACTS

Look like the company they'll choose every time.

A polished proposal closes more deals than a verbal quote. Send branded proposals with pricing, scope, and e-signature — from your phone.

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Proposal — Elm St. Renovation Viewed 3×

SCOPE OF WORK

Complete kitchen and bath renovation — demo, framing, plumbing rough-in, electrical, drywall, tile, fixtures, and finish.

Total Investment $38,500

✓ Signed by T. Johnson — March 22

WHAT'S INCLUDED

Close deals before the competition calls back.

Multi-section proposals — intro, scope, pricing, terms, signature block

Your branding — logo, colors, and professional layout on every proposal

Client e-signature — approve and sign online, no printing required

View tracking — see exactly when the client opened the proposal

Status tracking — Approved / Declined / Viewed at a glance

Draft system — save and reuse proposal templates per client type

PDF download — client gets a signed copy for their records

COMMON QUESTIONS

Can I require the client to initial specific sections?

Yes. You choose which sections must be initialled, and acceptance is refused until they are — enforced on the server, not just hidden in the page.

Do I get a real signature?

Yes — a typed legal name and, if you require it, a drawn signature. Both are kept with the version that was signed.

Will I know if they have read it?

You are notified the first time a client opens the proposal, and acceptance, decline and each initial are all recorded with their own timestamp.

01

Signed, not just agreed

A client accepts by typing their legal name and drawing a signature. Both are captured with the acceptance, so what you have is a record rather than an email saying yes.

02

Initials on the sections that matter

Require the client to acknowledge scope, pricing or terms individually before they can accept, with your own wording on each. The check is enforced on the server, not just in the page.

03

See what happened after you sent it

Know when the proposal was opened, how many times, and whether the PDF was downloaded — so following up is informed rather than a guess.

04

Declining is a real outcome

A client can decline from the same link, which closes the loop honestly instead of leaving the proposal open forever.

From $29.99/mo — all features included.

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