Create a proposal — Draft a professional proposal with line items, an intro message, terms, and private internal notes.
Send and track proposals — Email proposals with a Review & Accept button, follow the sent-viewed-accepted timeline, and read your funnel stats.
Proposals: what your client sees — The client-facing proposal document — your branding, the line items, and one-click accept with a typed e-signature.
Convert a proposal to an invoice — Turn an accepted proposal into a draft invoice in one click — every line item carried over, linked to the same project.
Your proposal funnel at a glance — Pipeline value, acceptance rate, average days to accept, and accepted value — the four numbers above your proposals list.