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

In Review

Integrations

Turn the proposal into Contract

<h2>Securely sign and send proposals with Proposal Signature feature – the easiest way to add legally binding digital signatures to your documents, directly within Propoze.</h2>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. ✨📝

Digital Signature

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.

CRM integration

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.

Offer number and payment

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.

Multi Currency

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.

Insert Dynamic Variables

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

Zapier (or other automation) Integration

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: " ”

Ability to Customize proposal labels

To help streamline the proposal writing process, users should be able to include Product/Service details, including prices, in the account settings. This will allow users to create proposals faster and ensure pricing is consistent across all clients and proposals. In the Services module, when creating or editing a service there should be additional fields available to enter the service description, units, and price for the service (ignore my field for QTY, that is not needed here). <img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0190e064-e3dd-7c61-a375-bd388ee7737a.png" data-width="100%" data-align="left">Any values entered here would be auto-populated when the service is added to a proposal. Users should still have the ability to edit details about the service as they are creating new proposals.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0190e069-3d4a-763c-bf17-bd233b276576.png" data-width="100%" data-align="left">Having this feature would speed up the proposal creation process and help ensure consistency amongst proposals.

Reusable Services to build Proposals

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)<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0190e072-7047-7de2-95a1-1512ffbda71d.png" data-width="100%" data-align="left">

Recurring Fees

<h2>Elevate your brand's presence with custom proposal URLs</h2>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.

In Progress

Q4 2024

Full Brand Customization

<h2>Seamless Transactions. Zero Fees. Pure Growth. Powered by Stripe.</h2> 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!

Accept Payments

<h2>Simple and meaningful analytics — Know what's what, when and how much.</h2>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!

Proposal Analytics

I love the idea of more detailed, granular analytics for individual proposals. As an account admin, I’d also like to be able to see metrics for the entire account, such as:For any time period, be able to track:Proposals createdProposals sentProposals viewedProposals wonProposals lostClose rateAverage Time to ViewAverage Length of ViewingAverage Views per Proposal

Account Metrics

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?

Completed

PDF export

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

Client editing and change tracking

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.

Notify on Proposal Acceptance

Dropdown selects a client that doesn't have clients. I haven't added any client and the option to add a client in the dropdown can be useful.

Add client "on-the-fly"

The only thing that is missing is VAT treatment in the footer. From experience, it's good to leave a text box for accounting personnel to add VAT treatment.

VAT treatment

Allow my client to accept the proposal via either email/phone by having an input where they enter their email/mobile number and then get an OTP they use to confirm.

Offline proposal acceptance

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.

Fine print

Editing seems ok, but would like the customer to be able to accept/decline the proposal from their link.

Accept/decline proposal

Currently Tax calculation doesn’t accept decimals (for example 25,5). Since a VAT rate that is 25.5% is something we have to endure in Finland, it would be awesome if the app supported it in the future (so we could use it) 😉

Support decimals in VAT/TAX calculation

New proposals default to euros. I’m in the US. I need to set the default to USD.

Switch to USD as default currency

Help Center

Improved

Fixed

Admin

Manager

Contributor

propoze

Planned

Rejected

High Priority

Low Priority

Q2 2024

Q3 2024

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