Prices fill in from your CRM, the sections reps shouldn't touch stay locked, and big discounts come to you before they go out. Clients sign online, and you see who read what.
8,976 companies send proposals this way
Each one happens because reps build proposals by hand. Each one has a fix that runs in the background.
A rep types last quarter's rate from memory.
Names, addresses and prices come from your CRM and product catalog.
Every planSomeone rewrites the terms or changes the layout.
Lock terms, pricing and design so reps edit only what they should.
Every planA 20% discount goes out on a Friday afternoon.
Big discounts and custom terms go to a manager first.
Grow planLast year's case study and bios end up in a new deal.
Approved case studies, bios and terms, in one place.
Every planPull approved sections from the library into a branded template, with a drag-and-drop editor.
Alerts on open, and time spent on each section, so you know when to follow up and what to say.
Unlimited documents and signatures on every plan. The client signs from their phone in a minute.
Templates for consultants, agencies, construction, landscaping, catering and more. Or our design team builds yours from your brand for $1,500.
Browse templates →"Since launching our customized proposal template our close rate seems to have doubled. Definitely pay for the design service."
CEO · Xx Xxxxx"I love the ability to look at metrics as well as to who is viewing my proposal and when."
Aubrey E. · VP of Sales"It's very user friendly and extremely easy for the client to follow."
Teresa K. · Sales managerBilled annually. Unlimited documents and signatures. 14-day free trial, no credit card.
Content library, integrations, product catalog and document insights.
Start free trialAdds roles and permissions, approval workflows, account metrics and the API.
Book a demoReal people help you set up your first template. 14 days free, no credit card.