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ProposalsWin more work,
Win more work,
starting with better proposals.
Build, send, and track proposals from one place. Clients approve online. Projects start automatically.
Proposals
Brand Strategy Package
Apex Digital · Sent May 10
Q3 Social Media Retainer
Summit Brands · Sent May 16
Website Redesign
Nova Agency · Sent May 17
Campaign Setup + Management
Orbit Works · Not sent
Itemized scoping
Build proposals with line items, quantities, and pricing. Clients see exactly what they are paying for.
Online approval
Clients click approve and optionally sign a contract. No printing, no PDF emails.
Auto project creation
When approved, a project is automatically created with the same scope. No re-entry.
Proposal tracking
See when proposals are opened, how long clients spend reading, and when they approve.