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Proposals & E-Signature

Turn deals into signed contracts without ever leaving the platform. Build branded proposals, collect legally binding e-signatures, and track every view and signature in real time.

Proposals
Proposals & E-Signature — Proposals

What We Offer

Capabilities tailored to deliver exactly what your project needs

check_circleBranded proposal & contract builder
check_circleLegally binding e-signatures
check_circleLine items, fees & pricing tables
check_circleReal-time view & signature tracking
check_circleFull audit trail for every document
check_circlePublic signing links for clients

Why It Matters

The outcomes you can expect from working with us

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Close deals faster with sign-on-the-spot proposals

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Replace DocuSign and PandaDoc with one tool

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Know the moment a client opens or signs

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Every contract tied to its CRM deal

Our Process

A clear, collaborative approach from start to finish

1

Build the Proposal

Assemble sections, line items, terms, and pricing into a branded proposal or contract.

2

Send for Signature

Share a secure link — your client reviews and signs online from any device.

3

Client Signs Online

Legally binding e-signature captures intent, timestamp, and a full audit trail.

4

Deal Closed & Tracked

The signed document attaches to the deal, and your pipeline updates automatically.

Ready to Get Started?

Let's discuss how contracts & e-sign can transform your business