Switch on when you need it
Quotes & Proposals
Branded proposals with approvals, signatures and view tracking, priced from your catalog.
“My quotes are a Word file I copy from the last one and hope I changed the name.”
Instead of: A proposal tool and a document template folder
Quotes & Proposals is the advanced layer on top of the quotes every workspace already has. Build a branded proposal with a cover, sections, images and terms, price it from your service catalog with optional and alternate lines, discounts and tax rules, and send large discounts for sign-off before anything goes out. Clients accept with a typed or drawn signature on a page that records every open, and an accepted proposal becomes a deal, or an invoice with a deposit when Finance and Payment Portal are licensed.
What you get
- Branded proposal builder with cover, sections, rich text, images and terms
- Line items from the service catalog, and from stock when Inventory is licensed
- Optional and alternate lines, quantities, and line and total discounts
- Products people configure: sizes, finishes and extras, with rules about what goes together
- Bundles that break out into their parts, and a price that drops at a quantity
- A price worked out for you, that anyone can still override with a reason on the record
- Discount approval thresholds with a sign-off flow before sending
- Tax rules, expiration dates, and versions with full revision history
- Reusable proposal templates and PDF export
- Client acceptance page with typed or drawn signature and an audit trail
- Open and time-on-page tracking for every proposal you send
- Deposits on acceptance with Payment Portal; convert to a deal, or an invoice with Finance
- Loss reasons and analytics for sent, viewed, accepted and time to close
Who tends to switch this on
- Sales teams sending custom, multi-line proposals every week
- Service businesses that need sign-off on discounts before a price goes out
- Owners who want to know which proposals get read and which get ignored
Goes well with
People who switch on Quotes & Proposals usually switch these on too.
Payment Portal
A branded portal where customers pay what they owe, straight into your account.
Instead of: A separate payment page and a lot of chasing
Contracts & e-Sign
Templates, ordered signatories and a signing page you own.
Instead of: A signature service billed per document
Finance
Commissions, invoices, expenses and pay periods that reconcile with your deals.
Instead of: A commission spreadsheet and a separate expenses app
Inventory Management
Stock on hand, by location, tied to the deals and quotes that need it.
Instead of: A stock spreadsheet and a counting day
Don't see what you need? We build custom options and integrations.
Custom options and programming are available. Describe your needs in your own words and we will be in contact within one business day.
See Quotes & Proposals with your own work in it.
Add it to your setup and see the total, or tell us how your business runs and we will show you this part doing it.