Proposals

Proposals

Proposals and contracts, signed online
Try Proposals →

Send proposals clients enjoy reading, sign online and turn straight into invoices

Beautiful proposals and contracts your clients read, sign and approve online, with pricing they can tailor and a signed PDF for both sides. Signed deals become invoices automatically.

Proposals clients enjoy reading
Proposals clients enjoy reading

What Proposals does for you

Proposals is for agencies, consultants, trades and freelancers who win work with a quote or a contract. You build a good-looking proposal from blocks, send one link, and your client reads it, picks options and signs on any device.

You see when they open it and which sections they read, and once everyone has signed you both get a sealed PDF.

Templates to start fast

Every new account gets starter templates and contract clauses. Save your own sections, clauses and price list and reuse them in every proposal.

Pricing clients can tailor

Add fixed, optional and quantity lines, one-time and monthly or yearly totals, discounts, taxes and a deposit. Totals update as your client ticks extras.

Signed online by everyone

Clients sign by drawing or typing, in the order you choose, and you can countersign. Clients can also ask a question on any section or decline with a reason.

Know when they read it

See opens, reading time per section and when the link is opened on a new device, with alerts in your WAI bell.

Sealed PDF with a certificate

The signed PDF includes a certificate page with the audit trail and a document fingerprint, and a verify page shows it has not changed.

A clear pipeline

Track drafts, sent, viewed, accepted, declined and expired proposals, with win rate and value reports.

Works with

InvoicesInvoicesWhen a proposal is accepted, a draft invoice or quote is created in WAI Invoices for the same client, and you can import your Invoices price list and clients.CRMCRMPick clients from your CRM contacts and save new clients to your CRM.FlowsFlowsAn accepted proposal can start a flow, such as creating a project task or e-mailing you.

Inside Proposals

Pricing clients can adjust
Pricing clients can adjust
Build from blocks
Build from blocks
Know what happens after you send
Know what happens after you send

What's included on each plan

Free

Free includes 5 proposals a month, 5 open at a time and 2 of your own templates.

Starter

Starter includes 50 proposals a month, 100 open at a time, 25 templates and the API and webhooks.

Business

Business removes those limits and includes the API and webhooks.

Included in every WAI plan

One subscription covers this app and every other business app: Free $0, Starter $19/mo, Business $49/mo for 5 users.

LimitFreeStarterBusiness
Proposals a month550Unlimited
Open proposals5100Unlimited
Templates225Unlimited
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Questions

How does my client get the proposal?

You copy the proposal link, or each signer's own link, and send it however you like. Sending it by e-mail from Proposals, with optional reminders, switches on at launch.

Do my clients need an account?

No. They open the link, read, choose options and sign in the browser on a phone or computer.

Can my client pay a deposit when they sign?

Not at signing yet. The accepted proposal creates a draft deposit invoice in WAI Invoices that you check and send.

Do the starter templates count toward my limit?

No. Only the templates you create yourself count toward your plan.

Get started with Proposals

Free tier. No credit card. Change or cancel any time.

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