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Proposals & E-Signature

Build branded proposals with live pricing totals and collect legally binding e-signatures — all without leaving the platform. Every signed document ties back to its CRM deal with a full audit trail.

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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 (DropboxSign)
check_circleLine items, fees & pricing tables with live totals
check_circleSignature status tracking per document
check_circleTimestamped audit trail for every signing event
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 polished, signable proposals

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Replace DocuSign and PandaDoc with one tool

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Full audit trail shows when a client views and 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

Share a Signing Link

Generate a secure public link — your client reviews the proposal and signs 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.

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Ready to Get Started?

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

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