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Leads, proposals & contracts

From the first enquiry to a signed agreement.

  1. Leads and the pipeline

    Track every deal on the pipeline board, set follow-ups so nothing goes quiet, and turn a won deal into a client and project.

  2. Capture leads from your website

    Put a lead form on your website, or connect tools like Zapier, so every enquiry lands in your pipeline automatically.

  3. Create a proposal

    Build a branded proposal from sections, price it, choose a design and preview exactly what your client will see.

  4. Estimate cost and margin

    Work out what a proposal will cost you to deliver, ask your team for their hours, and set a price with a healthy margin.

  5. Send and track a proposal

    Share a proposal by private link or email, see when your client opens it, and let them accept or decline online.

  6. The proposal and contract library

    Reuse ready-made proposals, section blocks, contract templates and clauses, and keep your team’s own versions in one place.

  7. Create a contract

    Turn an accepted proposal or a template into a contract, set its fees, payment schedule and renewal date, and get it ready to sign.

  8. Sign a contract

    Send a contract for e-signature, countersign it, and keep a signing certificate that proves exactly what was signed.

  9. Renewals and changes

    Stay ahead of contract renewals, and send a revised proposal or contract when your client asks for changes.