Pitch Clients With
Proposals That Convert.

Ditch messy PDFs and static slide decks. Send clients an interactive, branded proposal link where they can review project deliverables, ask questions, and approve scope with one click.

Secure Passwordless Web Portals 1-Click Accept or Decline Flow Convert to Contract or Invoice Instantly Full Agency Branding & Custom SMTP Real-Time Client View Notifications

Interactive Client Portal

Share a private web link that renders flawlessly on mobile, tablet, and desktop screens. Clients can inspect scope milestones, pricing tables, and project terms effortlessly.

Zero login friction for prospects
Instant feedback note capture

1-Click Pipeline Conversion

Once accepted, transform approved proposals into enforceable OTP contracts or active deposit invoices with zero retyping. Every item and fee carries forward automatically.

Auto-generates contract agreement
Issues initial project deposit invoice

Real-Time Engagement Tracking

Know the exact moment a prospect opens your proposal. Follow up while interest is high, track acceptance timestamps, and eliminate guesswork from your sales process.