Proposals & Contracts
Win more bookings with professional proposals and legally binding contracts.
Proposals & Contracts
5 articles
Building a proposal
Create proposals with a cover section, about text, service packages, and terms. Use the drag-and-drop editor to arrange sections. Add multiple service tiers so clients can choose the package that fits their budget.
Service packages and pricing
Define packages with itemized line items, quantities, and pricing. Packages can be marked as selectable, letting clients pick their preferred option. Include add-ons and optional items for upselling.
Sending proposals to clients
Share proposals via a unique link sent by email. Clients can view the proposal, select packages, and accept directly in their browser. Track when proposals are viewed and when clients make selections.
Creating contracts
Build contracts with your terms, clauses, and conditions. Use templates to standardize your agreements. Contracts can be linked to proposals and deals for a seamless workflow.
E-signatures and acceptance
Clients sign contracts online using the built-in e-signature pad. Signatures are timestamped and IP-logged for legal validity. Both parties receive a signed copy via email automatically.