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Secure clients and begin projects faster with engaging, easy-to-create proposals and estimates.
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Often, the hardest part about a project is landing the project in the first place. Proposals is designed to help you turn interested people into paying customers by sending them clean, modern explanations of your services, solution, estimated cost, and next steps.
A Proposal template and an Estimate template give you the ability to configure your document a few different ways.
By using the drag ’n’ drop text, timeline, and image blocks, tell a story about how you propose to tackle your potential client’s project needs.
Create a combined proposal + estimate document to outline all the details of the project’s problem, solution, and expected cost.
Already discussed the project and just need to provide an estimate? No sweat. Send a simple estimate from which you can create an invoice upon approval.
You can require an e-signature to have your proposals and estimates approved. Or, if you want to make things really simple, you can just require the simple click of an approval button. It’s your call.
The moment your proposals and estimates are approved, the system can automatically create a new invoice for you. Imagine how much that’ll speed up your admin work!
