Live demo · Document builder
Proposal & Contract Management
Create, send, sign and track proposals and contracts.
Try it: Proposal & Contract Management prototype
Add your business name and colour, click around, then reset whenever you like. It runs entirely in your browser with sample data.
What this demo shows
- Editable line items, tax, discount and currency
- Live document preview and print/PDF
- Status tracking
- Approval and e-signature steps
Added in the full build for your business
- Branded templates and numbering
- Payment links and reminders
- Accounting integration
- Legally binding e-signatures with audit trail
Overview
What it does
Create, send, sign and track proposals and contracts.
Who needs it
Agencies, consultants, B2B sellers and service firms.
Problems it solves
- Proposals take hours to write
- No idea if the client opened it
- Contracts signed on paper
Use cases
- An agency sends proposals that clients accept and sign online.
- A consultant tracks which proposals were opened and follows up.
- A company stores signed contracts with renewal reminders.
Key features
- Proposals
- Templates
- Client approvals
Advanced options
- E-signatures
- Pricing calculators
- Contract renewals
- Version control
Possible integrations
- Website forms and landing pages
- Email and WhatsApp messaging
- Calendars (Google, Outlook)
- Payment systems
- Ad platforms and analytics
Business benefits
- No lead falls through the cracks
- Consistent follow-up without extra staff
- Clear view of what drives revenue
Before and after
An illustrative example of the change, not a specific client's result.
Before
Word documents emailed and printed to sign.
After
Branded proposals with pricing options and e-signature.
How we'd build yours
- Step 1
Free strategy call
We learn how your business works and what success looks like.
- Step 2
Scope & prototype
We agree the first version and show you a clickable prototype.
- Step 3
Build & integrate
We build it with your branding, data and the tools you already use.
- Step 4
Launch & train
We test on real devices, launch, and show your team how to use it.
- Step 5
Support & improve
Monthly improvements based on usage and results.
Questions
What does a Proposal & Contract Management do?
Create, send, sign and track proposals and contracts. Typical features include proposals, templates, client approvals.
Who is it for?
Agencies, consultants, B2B sellers and service firms.
Is the demo on this page the finished product?
No. It's a working prototype with sample data so you can try the document builder and customise it. The version we build for you uses your own data, branding, logins and integrations.
How long does it take to build?
It depends on the scope. We start with a short discovery, agree the first version (MVP), and give you a fixed timeline and quote before any build starts.
How much does it cost?
Our published monthly plans start at $99/month (Starter). One-off builds like this are quoted after a free strategy call, so you only pay for the features you need.
Can it connect to the tools I already use?
Usually, yes. Common connections include WhatsApp, email, payments, your CRM. We confirm what's possible for your tools during discovery.
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- Sales Engagement PlatformMulti-step outreach sequences with tracking and reply detection.
Want this for your business?
Tell us what you need. You'll get a clear scope, timeline and quote, and a prototype built around your business.