Feature - proposals & Quotes

Send Professional Proposals in Minutes

Generate polished proposals and quotes that impress clients and speed up your sales cycle, all from one system.

Features & Benefits

Customizable Templates

Build professional proposals quickly using pre-designed templates. Include your branding, images, pricing, and terms effortlessly.

Digital Signatures & Approval

Clients can review, approve, and sign proposals online, eliminating the back-and-forth and speeding up deals.

Automated Follow-Ups

Set up reminders and follow-up emails automatically if a client hasn’t responded, keeping your pipeline moving.

Real-Time Tracking

See when clients view, accept, or decline proposals. Get instant notifications and insights to take action.

How It Works

Create a Proposal

Choose a template, add your products, services, and branding, then save for quick reuse.

Send to Clients

Deliver proposals via email, SMS, or direct link, all within your CRM.

Track Engagement

Monitor who opened, viewed, and signed your proposal in real time.

Close the Deal

Receive signed approvals, trigger automations, and move clients seamlessly into your delivery pipeline.

Who's This Perfect For?

Consultants

Real estate agents

agencies

online stores

brick & Mortar

gyms

tutoring services

hotels

and many more

What others are saying

“Proposals in Minutes”

Creating and sending proposals used to take hours. Now it’s quick, easy, and professional every time.

“Clients Approve Faster”

Digital signatures and automated follow-ups mean deals close faster, and I never lose track of a proposal.

“Streamlined Sales Process”

Everything is in one place, from creation to tracking, making my sales process seamless and efficient.

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