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Proposals

Successful Jobs Starts
With Expectations..

When businesses provide a service to clients, proposals help you set proper expectations and improve the client experience. We make it effortless to do just that.

Start Proposing
Effortless Proposals

How it Works..

Create Proposal > Notify Client > Client Acknowledgement

Create Your Proposal

First, create your proposal & select the client that you would like to send it to.

Notify Client

When your ready to send the proposal, just click "notify client."

Client Acknowledgement

The client will click a link in their email to either accept or reject the proposal.

Proposals

Help Clients
Say Yes!

By setting expectations, you're being transparent to potential clients. This encourages them to interact with your business. Show that you care about the client experience and help them say yes!

Start Proposing
Personalization

Show That You
Mean Business!

Add your logos, customize your colors and make it personable by customizing your email verbiage. Start delivering a better client experience by setting expectations with proposals!

Start Proposing
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Create Account > Create Workplace > Billing Info

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Proposals - Back Office

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