Proposals

Know the moment your buyer reads the quote.

A proposal system for your sales team. Branded web proposals built from your own catalogue, prices and wording, signed online, with every open and signature sent to your CRM.

Book Your Free Audit

After you hit send

A PDF goes out. Then what?

Did they even open it?

Is that still the right price?

Who signed off that discount?

Where did that deal go?

A proposal should tell you what happened next. This one does.

How it runs

From first draft to signed.

Build

Made from what you've approved.

Reps start from your templates, add products from your catalogue and set the deal. Locked wording stays locked.

Send

Tracked from the first open.

Every signer gets their own link. You see each open and how long they really read. When a buyer keeps coming back, your rep gets a call task.

Sign

Signed and on record.

They sign on their phone, drawn or typed. The proposal locks, you keep a signed record and a PDF, and your team gets a task to send the invoice.

Keeps it right

Checked before it goes out.

Prices checked against your live list. If one has changed, sending stops and shows you what moved

Anything missing shows as a gap to fill. Nothing gets guessed

A deal price below your floor needs an approver's OK before it can go

Only the people you choose can change your templates

What your buyer sees

A page worth reading, not an attachment.

Your brand and your photos, made for a phone

Tick extras or pick a package, and the total updates as they go

A business case worked out from their own figures

One tap to decline with a reason, so you know why

Selling fit-outs?

Plan the room and the proposal in one place.

Draw a room or import a floor plan, place products at their real sizes, and get flagged on clearance, power and headroom before the quote goes out. Your buyer can open the layout in 3D.

Fit

Made for teams that sell on quotes.

It fits when

Your team sends quotes big enough to be worth chasing

More than one person sends proposals and they need to match

Prices and wording have to be right every time

How we set it up

We load your catalogue, prices, templates and brand

We connect it to your GoHighLevel CRM, so every open, signature and decline lands on the right contact

Your team signs in with their own logins and roles

Want your quotes to report back?

Tell us how your team sends proposals today. We'll show you where this fits.

Book Your Free Audit