Proposals That Win Work and Become Invoices
Send polished, branded proposals and estimates clients can review, e-sign, and approve online, then convert them straight into an invoice.
What are proposals & estimates?
A proposal is a structured document, built from sections and pricing tables, that you send to a client to scope and price work before it begins. Clients open it on a hosted page, review the details, and accept or request changes.
Estimates and quotes work the same way: present the numbers up front, capture an approval, and turn the accepted document into an invoice without re-keying anything.
- Compose proposals from reusable sections and itemized pricing tables.
- Clients review and e-sign on a dedicated, branded online portal.
- Track the full lifecycle: draft, sent, viewed, accepted, or declined.
- Convert an accepted proposal into an invoice in a click.
A complete proposal workflow
From the first draft to a signed approval, the whole process lives in one place.
Sectioned documents
Build proposals from content sections and structured pricing tables that lay out exactly what you are offering.
Online e-signature
Clients approve and sign directly in the browser, with support for multiple signers and completion rules.
Client portal
Every proposal gets a hosted, branded page where clients can read, accept, or decline it.
Versioning & approvals
Track revisions and route proposals through internal approval before they reach the client.
Convert to invoice
Once accepted, turn the proposal into an invoice instantly so you can start billing the work.
AI drafting
Generate and refine proposal sections with the built-in AI assistant to get a first draft in seconds.
How it works
- 1Draft the proposal
Add sections and pricing tables, or let the AI assistant draft them for you.
- 2Send for review
Share a branded online link; schedule delivery if you want it to go out later.
- 3Client e-signs
Your client reviews, signs, and accepts on the hosted portal.
- 4Convert to an invoice
Turn the accepted proposal into an invoice and start collecting payment.
Proposal FAQs
Can clients sign proposals online?
Yes. Clients review and e-sign on a hosted portal, and you can require more than one signer when a deal needs it.
Do proposals turn into invoices?
An accepted proposal converts into an invoice in a click, carrying over the line items and pricing you already agreed on.
Can the AI assistant help write a proposal?
Yes. The built-in assistant can draft and refine proposal sections so you start from a working draft instead of a blank page.
Can I track whether a client has viewed a proposal?
Each proposal moves through a clear lifecycle: draft, sent, viewed, accepted, or declined, so you always know where it stands.
Send a proposal that closes the deal
Scope, price, and sign work online, then bill it without re-entering a thing.
No credit card required to start.