Send proposals that clients can accept directly in their portal. When they say yes, convert to an invoice in one click — no re-entering line items, no back and forth.
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Prepared for TechStart SA · April 2025
Thandi accepted this proposal on 8 Apr 2025 at 11:43am
Line-item proposals
Same structure as invoices — descriptions, quantities, prices. Easy for clients to review.
Accepted in the portal
Clients accept (or request changes) directly in their portal. You're notified immediately.
One-click to invoice
Accepted proposals convert to a draft invoice with all line items pre-filled.
PDF download
Clients can download proposals as PDFs for their own records or approval chains.
Proposal history
Every version is stored. Track when it was sent, viewed, and accepted.
Branded header
Your logo and brand colour on every proposal. Looks like it came from a proper agency.
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