Sales · SHIPPING SOON

Proposals.
Quotes and e-signature on your agency's letterhead.

Build a proposal from a template, drop in line items, send a branded link, watch the signature land. Tied into Pipeline so a signed deal auto-advances to Won.

Get early access › All modules

What it does

The job, day one.

Per-tenant template library with reusable sections
Line items + tax + discount math, recalculated as you type
Branded preview link (no PDF download required)
E-signature with audit trail (IP, timestamp, name typed)
Auto-advance Pipeline on signature
Expiration dates + reminder cadence

Invisible white-label

How it fits the promise.

Proposals look like the agency wrote them in Pages. Your letterhead, your typography, your sign-off. The signer sees a clean review-and-sign experience without a third-party brand wedged in the corner.

Line by line

SaaSias vs Them.

What you getSaaSiasThem

Template builderVisual, reusable blocksHTML-only or DOCX export

E-signature add-onIncluded+$10/seat/mo

Audit trailIP + UA + signed nameSignature image only

Shipping soon

What's coming + when.

Drafted; ships after Payments so signed proposals can auto-invoice.

Get early access ›

White-glove onboarding

Let's set it up together.

A 20-minute concierge call — we configure your white-label, import your data from your old platform, and hand you the keys. First 10 agencies only.

Book a setup call ›

No free-trial dump into a blank dashboard. A real call, a working account.