Write the scope once and reuse it. Link the quotation you already made, send a read-only link, and get a clear record of which version the client accepted, when, and by whom.
Keep your standard scope, deliverables, exclusions and terms as sections and drop them into any proposal. Rich text is cleaned by an allow-list - no scripts or hidden styles.
Link a quotation from your document studio. Its lines, tax and total appear read-only in one currency - nothing is typed twice.
Every version is a frozen snapshot with a fingerprint. Any edit makes a new version, and a new version needs a fresh answer from the client.
The client types their name and ticks "I accept this proposal version N". We store the version fingerprint, the UTC time, a hash of their network address and their browser - an acceptance record, not a certified e-signature.
Turn an accepted proposal into a client portal with its milestones, and into a draft invoice in your document studio - once, with a link back to the proposal.
Save a proposal as a template, and require a manager's approval through the Approval Inbox before a version can be sent.
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Build the proposal from your library and link a quotation
Send the link - your client reads and accepts online
Fixed-scope projects with clear exclusions and a signed-off version.
Engagement letters and statements of work the client accepts online.
A professional proposal and an invoice draft from the same numbers.
Free today, with these limits. Paid plans show a price only once they launch.
Proposals is free with your A2Z account.
More room and extras for Proposals.
Planned - details may change before launch.
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Every Pro app in one subscription.
Planned - details may change before launch.
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A private portal per client with the milestones, files and invoices you choose to share, and their approvals.
Save clients, number invoices automatically and track what is unpaid.
Send spend, expenses or content for approval through an ordered chain of approvers, with a full audit trail.
The free plan includes 3 new proposals a month. Editing, versions, sending and export are never limited.
No. It is an acceptance record: the exact version and its fingerprint, the typed name, the date and time and technical details. That is good evidence of agreement, but it is not a certified or qualified electronic signature.
The accepted version stays exactly as it was. Your change becomes a new version that you send again, and the client has to accept it again.
No. They open the link you send, read the proposal and answer. The link is private, never indexed by search engines and can be replaced at any time.
You and the people you invite to your workspace, with the role you give them - guests see only what is explicitly shared with them. Every request is checked on the server. Your personal notes, tasks and contacts are never shared. Nothing is sold or used for ads - the portal has no ads at all.
Yes, on every plan, as a CSV with statuses and the last decision. Export and delete are never behind a paid plan.
