Before
A new document for every price change.
Proposals were made in a paid proposal tool. Every pricing change meant a new document, and a signature didn't tell the rest of the systems anything, so the deal was copied over by hand.
A proposal the client prices themselves, then signs and pays the deposit in the same flow. The signature opens the project in the CRM on its own.
Proposals were made in a paid proposal tool. Every pricing change meant a new document, and a signature didn't tell the rest of the systems anything, so the deal was copied over by hand.
The notes from the sales call become a draft proposal, and a person checks every line before it goes out.
Ticking an add-on moves the total, the deposit and the included list live.
The client types their name, agrees to the terms, signs and pays the deposit by card without leaving the page.
A PDF is saved before payment and after, both are emailed, and the CRM opens the project on its own.
The demo runs the real software on invented data.
The software does part of the work at 5 of 5 steps. A person still checks every proposal before it goes out.
Every proposal since May has gone out this way, and every signature lands in the CRM without anyone copying it over.
Proven services underneath, so the client owns the system and nothing is locked to us.
We'll build the proposal that closes the gap: priced by the client, signed and paid in one sitting, filed without anyone copying it.
Start with an AI audit. We'll map which system to build first.
