Proposals & Engagement Letters
Send branded proposals and engagement letters, get them approved, and get paid - all without the back-and-forth. Coming soon.
No credit card required. Cancel anytime.
From first conversation to signed engagement, in one place.
Build reusable proposal and engagement letter templates, send them to clients for review, and automatically generate the job and recurring invoices when accepted. No more copy-paste from Word.
A branded review page your clients walk through in three steps.
Clients open a polished, branded page that takes them through your introduction, pricing options, and sign-off in three guided steps. No accounts to create, no email attachments, no version chase - just a clean accept-and-sign flow.
What's coming
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Engagement Letters
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Pricing Options
Branded engagement letters with built-in electronic signatures and audit trail.
Offer multiple pricing tiers within a proposal so clients can choose the scope that fits.
Get your firm ready for proposals. Start your free trial now and we'll let you know as soon as proposals go live.
No credit card required. Cancel anytime.
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Electronic signatures
Easily request electronic signatures from clients.
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