Online Proposals

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Online proposals feature

Proposals 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.”

Alicia Romero, Photographer

“ Managing events is so much easier now. Everything stays organized, and I never miss a single detail. ”

Marcus Ellington, Wedding DJ

“ My clients love how quickly they hear back from me. It’s boosted my bookings and streamlined my entire process. ”

Jenna Patel, Photo Booth Owner

How It’s Different

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No more clunky PDFs or attachments

right

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.

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