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Proposals & Estimates

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Present the scope, offer the right pricing choices, and let your Client approve and sign in one connected workflow.

Build branded Proposal pages from reusable templates. Give each Contact pricing options to choose from, then use their approval or rejection to start the next action you configure.

Replaces…~~PandaDocQwilrProposify~~

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Two people review a branded proposal on a digital screen

Build a Proposal that fits the work

Use pages and templates to explain the project clearly without rebuilding every document from scratch.

Create a direct Proposal for one or more Contacts

Reuse Proposal page templates

Set an acceptance deadline and Proposal value

Use a Generator when the Proposal should be assigned through a workflow

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Let the Client choose and sign

Present optional items or packages, then give the Contact a clear path to approve, sign, or reject.

Configure Proposal Options for items and add-ons

Let the Contact review each page before deciding

Share a direct approve link when portal login is not appropriate

Let the Contact view or print a PDF

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Carry approval into the next step

Use the Proposal decision as part of the same Client relationship instead of manually copying details into another tool.

Trigger an Automation when a Proposal is approved

Configure conversion to an Invoice after approval

Assign a Proposal Generator while creating a Contact

Assign one from a Kickoff Form path

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Bring client work into one workspace

Connect client work across CRM, onboarding, portal access, proposals and billing. Choose the workflows you configure and the plan or optional Power-Ups you need. Every plan includes unlimited Clients and Staff.

Automated CRM

Onboarding

Client Portal

EXTREME White Label

Digital Marketing

Appointment Scheduling

Digital Dynamic Proposals

Billing + Packages

Contracts & eSignature

Project & Task Management

Payments + Subscriptions

File Exchange

Learning Management (LMS)

Support Tickets

Interactive Community

Secure Messaging