Proposals that set work in motion.
Send polished, personalised proposals with clear pricing, capture billing details, and take payment upfront, all before work begins.
Proposals capabilities
The proposal, modernised.
Scope, pricing, acceptance and payment in one flow for the client. Accountants and bookkeepers can send it as their engagement letter.
Build
- Packages and pricing
- Fixed, recurring or optional services, in one or several packages.
- Templates and cover pages
- Default bills, terms, attachments and a designed cover page.
- Renewals
- Keep prices, reset to your catalogue or raise by a percentage.
Send and sign
- Internal approval
- A chosen team member signs off before it goes out.
- Advanced signing
- Multiple signatories, with every approval captured digitally.
- Bulk send and reminders
- Send to many clients, chase by email or SMS, export to CSV.
After acceptance
- Payment upfront or scheduled
- Take payment on acceptance or set up repeating billing.
- Straight into onboarding
- Accepted proposals flow into onboarding, even for new clients.
- Jobs created automatically
- XPM, FYI, Karbon, FreeAgent or GreatSoft, with no double entry.
Benefits
Why businesses use Proposals
Win work faster
Send a proposal in minutes with clear scope and pricing and get acceptance without delays.
Get paid sooner
Collect billing details or take payment upfront as part of the proposal, before work starts.
Reduce admin and risk
Lock in scope, pricing and payment expectations early to avoid disputes and write-offs.
One connected flow
Once accepted and paid, move straight into Client Onboarding with no duplicate data capture.
Proposal builder
Build a proposal in minutes.
Start from a template, add services and packages, set billing and signatories, then send it in your branding. Clients review, pay and sign in one guided flow.
- Templates and cover pages
- Single or multiple packages
- Multiple signatories
- Internal approval before sending
Works with the rest of OnboardMe
Every module shares the same client record, so work moves from one step to the next without re-entering data.
Turn acceptance into action.
Once a client accepts, everything is already in motion: scope is locked in, payment is handled, and onboarding begins without re-entering data.
30-day free trial · Every feature included · No credit card required
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