In Review
19Under consideration
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.
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.
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.
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.
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: " ”
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)
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.
In Progress
1Actively being built
Completed
10Recently shipped
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?
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.
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.
Add client "on-the-fly"
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.
VAT treatment
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.
Offline proposal acceptance
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.
Support decimals in VAT/TAX calculation
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) 😉
Accept/decline proposal
Editing seems ok, but would like the customer to be able to accept/decline the proposal from their link.
Switch to USD as default currency
New proposals default to euros. I’m in the US. I need to set the default to USD.