Digital Proposals
Send stunning proposals that customers sign and pay in under 2 minutes.
Key benefits
Close deals faster
Customers sign and pay in under 2 minutes from any device — no printing, scanning, or mailing required.
Get paid instantly
Integrated Stripe payments mean customers pay when they sign. No invoicing delays or chasing checks.
Track every interaction
Know exactly when a customer views, signs, and pays their proposal with real-time notifications.
Maximize upsells
Toggleable optional services let customers self-select add-ons, increasing average deal size without pressure.
How it works
Digital Proposals transform how your business closes deals. Instead of paper forms and back-and-forth emails, your customers receive a beautiful, branded proposal link via email or SMS. They review every service detail, see scope-of-work photos, toggle optional add-ons, sign electronically, and pay — all from their phone in under 2 minutes.
Each proposal is automatically generated from the cart your sales rep builds, ensuring pricing accuracy and professional presentation every time. Customers see your company branding, detailed service descriptions, coverage information, and clear pricing breakdowns. Optional services can be toggled on or off, giving customers control while maximizing your upsell potential.
Real-time tracking lets you know exactly when a proposal is viewed, signed, and paid. Integrated Stripe payments mean funds hit your account immediately. And with automatic follow-up notifications, no deal ever falls through the cracks.
Features
Try Digital Proposals free for 14 days
No credit card required. Full access to all features.
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