We were tired of the proposal process.

Write in Google Docs, export to PDF, upload to a signing tool, lose track of which version was signed, chase clients by email, wonder if they’d even opened it.

One client complained about printing our terms and conditions – which they didn’t need to do, but the format made them think they should.

Every proposal meant hours of fiddling with templates, logos, formatting, and follow-ups. And at the end of it, we had no idea whether the client had read page one or page ten.

So we’re building our own proposal tool. It lives on our website, uses a consistent framework, and sends clients a magic link to view, review, and sign – no printing, no downloads, no accounts.

What it gives us:

• Consistent, professional proposals without the formatting struggle
• Tracking that shows whether a client has opened it, how long they spent, and which sections they focused on
• Online signing built in, so we know exactly which version (including T&Cs) was agreed
• Everything in one place instead of scattered across Google Drive, email, and a signing platform

We estimate it will save us more than ten hours a week – and give us insight into how prospects actually engage with what we send.

If your proposal process is held together with email and hope, we can build something that actually tells you what’s happening.

You might need something like this if:

• You’re copying and pasting from old proposals and hoping the details are still right
• Clients ask questions you’re sure you already covered in the document
• You’ve lost track of which version was actually signed
• Follow-up emails feel like guesswork because you don’t know if they’ve read it
• Your terms and conditions exist as a separate PDF that nobody opens