Proposal & Contract Generation
Digging through old email threads for the last proposal template is time you're not billing for. We build the proposal system that generates a scoped, on-brand document in minutes.
What we build
- Template-driven proposals: Scope, timeline, and pricing generated from your intake data.
- E-signature contracts: Standard terms and custom scope signed digitally, no printer required.
- Version tracking: Every revision to a proposal tracked so nothing gets lost in email.
- Automatic follow-up: Unsigned proposals get a scheduled reminder without you having to remember.
Implementation scope
A signed proposal automatically opens a project record and a billing schedule, so nothing has to be manually re-entered after signature.