Digital Signature

Securely sign and send proposals with Proposal Signature feature – the easiest way to add legally binding digital signatures to your documents, directly within Propoze. This feature is all about giving your documents a secure, verified stamp that says everything is legit and tamper-proof. Digital Signatures make everything about getting agreements signed easier and safer. Imagine sending out a proposal that not only looks great but also carries a seal of trust that your clients can rely on. This means your documents are not just documents; they’re secure, binding contracts that can be signed instantly, from anywhere. Forget about the old days of waiting for face-to-face meetings or faxing papers back and forth. With Digital Signatures, you can speed up the whole process, making it faster to get from proposal to project start, all while keeping things super secure. Bring Digital Signatures into your proposal process with Propoze and see how it changes the game. Offer your clients the ease, security, and confidence of digitally signed documents, and make your workflow a model of efficiency and trust. Let's vote to make Digital Signatures part of our toolkit, transforming how we close deals and move projects forward with unwavering security and compliance. Your proposals, powered by trust. ✨📝

Full Brand Customization

Elevate your brand's presence with custom proposal URLs Take your client interactions to the next level by making each proposal a true reflection of your brand. With Full Brand Customization, every proposal you send is a chance to showcase your unique identity and values. This feature lets you tailor everything – from the colors and logos to the links and domains – so that everything you send out is unmistakably yours. It’s about more than just looking good; it’s about showing your clients the care and quality you stand for, making you stand out in their minds. By embedding your brand’s essence into every proposal, you not only enhance your professional image but also deepen client trust and loyalty. If you believe in standing out with every detail, vote for this feature, and let’s create proposals that truly represent your brand! 🌟🎨 Your brand, your identity, your success.

Turn the proposal into Contract

Should be able to convert the proposal into a contract/engagement letter that can be digitally signed as above

Accept Payments

Seamless Transactions. Zero Fees. Pure Growth. Powered by Stripe. Welcome to a big leap forward with Propoze: Now you can receive client payments directly through your proposals, thanks to our integration with Stripe Connect. This feature is about more than simply getting paid through Propoze - it's about having total insight and control over your finances through your own Stripe dashboard. Beyond just handling transactions, this means you have a clear picture of your financial health right where you need it. Imagine sending a proposal that not only wows your clients but also lets you seal the deal and secure payment all in one go. Boost your business’s efficiency and keep your momentum going strong. Let's make every proposal a closing deal. 💼🎉 Vote for this feature if you're all about elevating your business with seamless transactions!

CRM integration

I’d also love to see either an API or integrations to my Lead Generation(CRM), Project Management (Delivery) and Invoicing App. This would allow me to complete my current engagement lifecycle from sourcing clients to billing and collection.

Proposal Analytics

Simple and meaningful analytics — Know what's what, when and how much. Unlock the story behind your proposals with Propoze’s Proposal Analytics. This feature gives you a clear view of how your proposals are performing, from how engaging they are to clients to how they’re helping your business grow. With an easy-to-use dashboard, you get insights that matter – helping you make your proposals better, streamline your process, and achieve greater results. Imagine having all the data you need to tweak and improve your strategy, all in one place. Step into a world where every decision is backed by solid data. With Proposal Analytics, you’re not guessing what works – you know. If making every proposal count sounds like your goal, show your support for this feature! 🚀📈 Vote to bring data-driven mastery to your proposals!

Flexible Proposals

Offer flexible estimates with headroom—range your timelines and quantities confidently. Ever felt boxed in by rigid estimates? Say hello to the freedom of Flexible Proposals with Propoze. Move beyond traditional, rigid estimates to a world where your proposals can change as your client's needs do. This tool is all about giving you the power to create proposals that can easily adjust to whatever comes your way. With the ability to customize your pricing, you’re showing your clients that you’re all in on transparency and trust. Flexible Proposals mean you can tweak your estimates to fit the real world – unexpected changes, client wishes, you name it. This feature backs you up, making sure you can offer clear, flexible, and precise pricing no matter what. Show your clients how committed you are to meeting their needs, all while keeping your business nimble and straightforward. Ready to show your commitment to flexibility and client satisfaction? Vote for this feature and transform how you estimate. Let’s make every proposal an adaptive masterpiece. 🎯📊 Your flexibility, your strength.

Insert Dynamic Variables

It would help add personalization to proposals if we could insert variables in our templates that would dynamically insert information from our Clients such as their name, company name, etc.

Offer number and payment

Every offer for me has an offer number by which they pay and a barcode. It would be top if a barcode generator could be automatically embedded. So, those are some things I've set up for myself in Excel, just to mention.

cname/white label

ability to run this on our own domains for integrated agency work would be appreciated for AS supporters

Zapier (or other automation) Integration

This would allow us to fire off other tasks when, for example: Proposal is Accepted Proposal is Declined Proposal stays in Draft status for N days Proposal has been published, but not viewed by client after N days, etc.

PDF export

The idea is definitely well thought out, and I like it! What I didn't see is whether it can be downloaded as a PDF and then sent by email?

Ability to Customize proposal labels

Really nice. I have been waiting for something like this for ages it feels. But... for it to work for me i need to be able translate a few strings. Its ok in the backend but when i send it to my clients, things like "valid" and more need to be translated for legal purposes. It would be enough to have fields to customize it like " rename valid to: " ”

Multi Language Proposals

Breaking down language barriers, one proposal at a time. Propoze is taking your proposals worldwide, matching the scale of your dreams. Our new Internationalization feature will allow you to craft proposals in multiple languages, break down language barriers, and make every interaction personal and clear. Now, speaking your client’s language isn’t just an ideal; it’s what we do. This tool makes going global simple. Choose the languages you need and reach out to international markets with ease. It’s perfect for businesses wanting to connect more personally with a diverse audience or to make strong impressions in new territories. With Internationalization, the world’s languages are at your fingertips. Propoze will help you customize your proposals to fit your clients' language preferences, adding a personal touch that can really make a difference. This won't only make your proposals more effective but will also build deeper trust and understanding with clients across the globe. Communicate better, connect deeper, and open up new opportunities for growth with our multi-language support. If you're ready to embrace the vast world of opportunities and make every proposal an international handshake, let's vote for Internationalization. Your business, your voice, worldwide. 🚀🗺️

Proposal History

Never lose track of your proposals. With Propoze’s Proposal History, keeping an eye on how your proposals evolve has never been easier. This feature is like having a detailed map of your proposal’s journey, letting you see every change and update you've made along the way. Now, you can easily look back at different versions of your proposals, share them with clients or team members, and make decisions based on a clear view of how your ideas have progressed. Proposal History gives you the power to dive into past versions, sharpen your approach based on feedback, or find inspiration from what you’ve done before. It’s all about giving you the insight to fine-tune your proposals, ensuring you’re always putting your best foot forward. Bring your team and clients into the loop by showing them the evolution of your project, from the first draft to the final pitch. If you value the power of evolution in your proposals, let’s vote to bring this narrative-building tool to life. 📝✨ Your proposals, your journey, your success.

Recurring Fees

As a user who sells many services on a monthly recurring basis and licenses on an annual basis as well as one-time projects, there should be some way to identify recurring charges from one-time charges. When filling out service details in a proposal, there should be a way to designate the service as recurring, and then indicate how often the charge will occur (monthly, annually, quarterly, etc) Then, any items marked as recurring show on a separate total line showing the client a sum of all one-time charges, and a sum of all recurring charges and their frequency for the proposal. So for example, if I have a proposal for a monthly recurring service as well as the onboarding costs associated, I would include one Service block for the onboarding with its details and price, then a separate Service block for the recurring service along with its frequency and price. In this recurring block, I would have a way to identify it as a recurring service and then choose Monthly as the frequency and set the price for each month. At the bottom of the proposal where the totals are currently, there would be added lines if any recurring fees are included in the proposal, totaling the amount for each recurring frequency (monthly, annually, semi-annually, annually, etc)

Notify on Proposal Acceptance

To help manage the sales pipeline and client onboarding, team members should be notified via email when a proposal is accepted or rejected by the client.

Multi Currency

It would be nice if the prices for the services could be displayed in 2 currencies. My clients are in the EU and mostly have EUR as their currency but some countries their own currency. For such case i would like to display the prices in both. Also the EUR currency is usually shown at the end of an amound like 20€ and not €20.

AI Assistant

Real-time suggestions and assistance directly within our proposal builder. Supercharge your proposal creation with the power of artificial intelligence, seamlessly integrated into Propoze. Using your OpenAI API key, this feature turns into your on-the-go buddy, offering help and ideas as you put together your proposals. Think of the AI Assistant as your creative sidekick, making your work easier and your ideas brighter. Need the right words? Insights backed by data? Or tips to polish your proposal? Our AI is here to help. It’s like working with a top expert, powered by OpenAI's vast knowledge and skills. Make your proposals stand out with AI’s touch. It helps from the get-go, turning your initial thoughts into polished gems, ensuring your projects grab your clients' attention. With the AI Assistant, every proposal is a step ahead - innovative and compelling. If you're excited about the future of proposal creation and the idea of AI making every proposal smarter and more impactful, let's vote for the AI Assistant feature. Embrace innovation and let AI unlock new levels of excellence in your work. 🚀✨

Client editing and change tracking

Allow my client to suggest/input changes to the proposal and track the versions

Fine print

Both offers and invoices (at least in my case) contain some fine print below, and I saw that it can be added but also didn't see if a preset can be made so that it stands on every offer and doesn't have to be typed again.