Proposals & Estimates

An estimate provides a price breakdown for a specific project or service — it tells the client how much things will cost. A proposal is a more comprehensive document that includes the estimate plus a scope of work, timeline, deliverables, terms and conditions, and a persuasive case for why you're the right choice. Our system lets you build both, and you can convert estimates into full proposals with one click.

Absolutely. Every template is fully customizable — your logo, brand colors, fonts, cover images, and messaging. You can create multiple templates for different service types, project sizes, or industries. Once you build a template, it takes seconds to generate a new proposal by swapping in the client details and pricing. Most clients maintain 3–5 templates that cover 90% of their proposals.

Yes. Our e-signatures comply with the ESIGN Act and UETA, making them legally binding in all 50 U.S. states and most international jurisdictions. Every signed document includes a complete audit trail with timestamps, IP addresses, and signer identity verification. This provides the same legal standing as a traditional wet signature while being significantly faster and more convenient.

Yes. When a proposal is created, it automatically links to the contact and deal in your CRM pipeline. As the proposal status changes — viewed, signed, expired — the deal stage updates automatically. Signed proposals can convert directly into invoices with one click, creating a seamless flow from proposal to payment without re-entering any data.

Digital proposals increase close rates by reducing friction in the buying process. Instant delivery (vs. mailing), professional branded presentation, one-click e-signatures, and automated follow-ups keep deals moving. Our clients see 67% higher win rates with digital proposals because prospects can review, sign, and approve on any device within minutes — while the buying impulse is strong.

Yes — electronic signatures are legally binding under the ESIGN Act (federal) and UETA (state laws) in all 50 states. Our e-signature system includes full audit trails with timestamps, IP addresses, and signer identification, making them as legally enforceable as wet ink signatures. We also support multi-party signing for proposals requiring approval from multiple stakeholders.

Yes — our proposal system provides real-time open tracking so you know exactly when a prospect views your proposal, how long they spend on each section, and how many times they return to review it. This intelligence triggers automated follow-up sequences and alerts your sales team when engagement is high — the perfect moment to make a follow-up call.

Our proposals integrate seamlessly with your CRM pipeline and invoicing system. When a proposal is sent, a deal is automatically created in your pipeline. When signed, the deal stage updates and an invoice can be auto-generated from the proposal line items. This eliminates double data entry and ensures nothing falls through the cracks between quote, approval, and payment.