Proposals and engagement letters in minutes
Build clear proposals and engagement letters from your service templates, send them for e-signature and track who has viewed and accepted.
$57.60 per user / year
What Proposal Builder does
Service templates
Your services, scopes and fees ready to drop in.
AI first draft
A draft proposal from the qualification notes.
E-signature
Clients accept online in a couple of clicks.
View tracking
Know when a proposal is opened.
Follow-up nudges
Reminders for proposals not yet accepted.
Linked to CRM
Accepted proposals update the client record.
Where firms get value first
- Send engagement letters before busy season
- Price advisory work consistently
- Close more proposals with timely nudges
Firms that use Proposal Builder
Questions about Proposal Builder
When will Proposal Builder be available?
Proposal Builder is planned after our first modules. Join the waitlist to be told when it opens and to help shape it.
How much does it cost?
$57.60 per user per year ($4.80 per user per month, billed yearly). The minimum for any firm is $470.40 per year across all modules.
Is there a free trial?
No free plan or trial. Clients of our growth services can choose one module, such as this one, free for 6 months.
Does it work with other modules?
Yes. Every module shares the same client records, so adding more modules later needs no setup or data moves.