Proposals
Create, send, and manage digital proposals with e-signatures and payments
Digital proposal and engagement management
Create packages with different services in. Can create more than one package to offer client at the same time (eg Essential, Growth, Premium). Send out proposals, lets client sign engagement letter while adding payment details via Stripe, Go cardless, Adfin or Quickbooks pay. Build in service and package descriptions to show on engagement letter as well as Terms and conditions for each service. Client can sign using portal integration. Create an invoice based on proposal in Xero, Freeagent or QuickBooks.
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Everything you need for digital proposals
Create professional proposals with multiple package options, e-signatures, payment gateways, and seamless accounting integration.
- Create packages with different services
- Multiple package options (Essential, Growth, Premium)
- Client signs engagement letter digitally
- Payment integration (Stripe, GoCardless, Adfin, QuickBooks Pay)
- Custom service and package descriptions
- Terms and conditions included
- Portal integration for signing
- Auto-create invoices in Xero, FreeAgent or QuickBooks
From proposal to invoice in four steps
Streamline your entire proposal workflow — from creating service packages to collecting payments and generating invoices.
1. Build Packages
Create packages with different services and offer multiple options side by side.
2. Send Proposal
Send the proposal to your client with engagement letter, payment details and terms.
3. Client Signs
Client signs the engagement letter digitally via portal and adds payment details.
4. Invoice Created
Invoice auto-created in Xero, FreeAgent or QuickBooks based on the proposal.
Ready to streamline your proposal process?
Create professional digital proposals with multi-package options, e-signatures, payment collection, and automatic invoice generation in your accounting platform.