From first conversation to signed and delivered
Build the proposal, get it approved internally, send one link the client can read and accept, turn it into an agreement to sign — then hand the signed scope straight to delivery and billing.
Sales Hub
Create the deal, win it, sign it, bill it
Create it, win it, sign it, deliver it
Six steps that usually live in six tools.
Build the proposal
Typed sections and a priced list, started from a template or drafted by AI from the deal brief.
Get it approved
Value and discount rules decide whose sign-off is needed. Nothing reaches a client until the chain clears.
Client signs
One link to read, ask questions, tick the add-ons they want and accept — then sign the agreement it becomes.
They read it, choose, and accept
No account and no login — one unguessable link. Optional add-ons are theirs to tick, and the total re-prices as they do, so the number they accept is the number they chose.
- Questions asked against the exact section they are about
- Optional line items the client picks, priced live
- You see when it was opened, and how often
- Typing their name is the acceptance, timestamped
Signed, locked, and provable
Add signers, set the order, and each one gets their own link that stays shut until the people ahead of them are done. When the last signature lands the agreement locks and cannot be edited by anyone.
- Signing order honoured, each signer emailed at their turn
- Locked on completion — no edits, no deletion, ever
- A certificate with the time, name and address of every signature
- An append-only trail of everything that happened to the document
The part a proposal tool cannot do
A standalone signing app stops at the signature. This is the same workspace the work happens in.
Signed scope becomes a project
Deliverables turn into milestones and their bullet lines into tasks, so nothing agreed quietly fails to reach anyone’s list.
And a draft invoice
Raise the full amount or a deposit against the agreed total, in the same Billing module you already use.
Starts from a lead
Turn a lead into a deal and it carries a pointer back, so the conversation and the commercial record stay joined.
Reuses your price list
Line items come from the same products and tax rates invoices use, so a proposal and its invoice can never disagree.
Renewals that warn you
Record when an agreement ends and how much notice it needs. You hear about it before the window closes, not after.
An assistant that reads it
Draft a proposal from the brief, explain an agreement in plain language, flag risky clauses, or say what to do next.
Everything between the pitch and the payment
Built from the way agency deals actually run, not from a document-signing app with a CRM bolted on.
- Deals with stages, value and owner
- Proposals from templates or AI
- Optional and recurring line items
- Approval rules by value and discount
- A client link with comments and acceptance
- Contract generated from what was accepted
- Ordered e-signature with a certificate
- Project and invoice created from the signed scope
- Agreement repository and renewal reminders
- Conversion, time-to-sign and pipeline reporting
Frequently asked
For agency deals, yes — proposals, approvals, e-signature and a signed-document repository are all here. The difference is what happens next: the signed scope becomes a project and an invoice in the same workspace, instead of a PDF you then retype somewhere else.
No. If it crosses any approval rule you have set, sending is refused until the chain clears. Editing a proposal after it has gone out sends it back round and stops the old client link from opening.
Never. They get one unguessable link, rate-limited, that is not indexed. They read it, ask questions, tick the options they want and accept by typing their name.
No. It locks on the last signature and cannot be edited or deleted by anyone, including an admin. That is the point of signing it.
Only to raise the invoice. Deals, proposals, approvals, signatures, the repository and the project handover all work without it, and adding a client here uses the same client record Billing would.
Explore the rest of the platform
One workspace. Everything your agency runs on.
Win the deal, sign it, deliver it
Proposals, approvals, e-signature and the handover to delivery — joined up, in the workspace the work already lives in.