Online Proposals

Combine, Send, and Win Faster

Build beautiful, custom proposals in minutes—not hours.

Online proposals featureProposals workflow graphic

What This Feature Helps You Do ?

stream Line

Create professional proposals with services, pricing, and visuals

Template

Use templates to stay consistent and save time

Agreement

Increase Acceptance Rates, by Including important details and agreements

Agreement

showcase & highlight work you've done with embed videos in the proposal

Step 1
Start with a template(brand colors auto - applied)
Client fills proposal form
Step 2
Add services, Contracts, packages or pricing
Lead CRM integration
Step 3
Customize text + visuals
Customize proposal visuals
Step 4
Send instantly
Automated email send
Step 5
Client views + accepts online
Client views and accepts proposal

embed videos in the proposal To showcase your work

You can embed videos in proposals to showcase your work and better sell your services. It’s a powerful value add and was a standout feature at a recent trade show.

Explore Our Features

Drag and drop proposal builder
Drag-and-drop proposal builder
Proposal template library
Full template
library
Track proposal engagement
Track proposal status + client engagement
Add pricing and visuals
Add Packages, Pricing Tables, Contracts And Visuals.
Drag and drop proposal builder
Drag-and-drop proposal builder
Proposal template library
Full template
library
Track proposal engagement
Track proposal status + client engagement
Add pricing and visuals
Add Packages, Pricing Tables, Contracts And Visuals.
Drag and drop proposal builder
Drag-and-drop proposal builder
Proposal template library
Full template
library
Track proposal engagement
Track proposal status + client engagement
Add pricing and visuals
Add Packages, Pricing Tables, Contracts And Visuals.
Drag and drop proposal builder
Drag-and-drop proposal builder
Proposal template library
Full template
library
Track proposal engagement
Track proposal status + client engagement
Add pricing and visuals
Add Packages, Pricing Tables, Contracts And Visuals.
Drag and drop proposal builder
Drag-and-drop proposal builder
Proposal template library
Full template
library
Track proposal engagement"
Track proposal status + client engagement
Add pricing and visuals
Add Packages, Pricing Tables, Contracts And Visuals.

What our clients have to say

“ I save hours every week. My clients get updates automatically, and I never miss a beat. “
“My proposals look amazing and get accepted faster.”
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Alicia Romero
Alicia Romero, Photographer
“ Managing events is so much easier now. Everything stays organized, and I never miss a single detail. ”
starstarstarstarstar
Marcus Ellington
Marcus Ellington, Wedding DJ
“ My clients love how quickly they hear back from me. It’s boosted my bookings and streamlined my entire process. ”
starstarstarstarstar
Jenna PAtel
Jenna Patel, Photo Booth Owner

How It’s Different

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No more clunky PDFs or attachments
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Everything is interactive, branded, and easy
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Client actions trigger automations + updates

Have Questions?

If you need more information about our product or its features, we’re here to help. Get in touch with us and our team will respond shortly.

Contact Us