Proposals your clients review, customize, and accept online — connected to your project, from the first draft to invoicing.
Options, not just yes or no
Mark services as optional. Your client picks what they want and the total updates as they go.
The decision stays in the proposal
Accept, decline, or ask — right where the proposal lives. No PDF to send back, no confirmation email.
A record of what was agreed
Every approval captures the version, the selected options, and the total. Changes become revisions, not overwrites.
- 01
Put it together
Line items, pricing, and copy that fit the project — from templates and your service catalog.
- 02
Share it
A secure link your client opens on any device. No account, with a PIN and a PDF when you need them.
- 03
Let them approve
Your client picks their options and accepts. You see exactly what was agreed.
Not a document attached to an email, but a page with your name on it — carrying everything the decision needs.
Exportlab records the version your client reviewed, the options they selected, and the resulting total. Change something afterwards and it becomes a revision — the approved version stays untouched.
Note: Proposal acceptance records approval of the proposal. It is not an electronic signature.
