Proposal software that automates proposals, quotes, invoicing, and payments in one platform
AI coworker for month-end close in QuickBooks Online
Stage
Not given
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Founded
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Based in
US
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Pricing model
Freemium
Freemium
Pricing
Free trial: 14 days, no credit card required. Paid plans: Essentials and Growth plans available in USD, GBP, and AUD. USD: Essentials $9/month billed annually or $13/month billed monthly; Growth $12/month billed annually or $18/month billed monthly. GBP: Essentials £8/month billed annually or £12/mo
Starter: free forever for 1 client. Basic: $149/month (includes up to 4 companies) or $1,788/year. Advanced: $299/month (includes up to 15 companies) or $3,588/year. Extra companies: $25/month or $300/year each. Tax Seat: $60/month per login (4 tax clients included, $5/mo per extra). 7-day free tria
Key features
Electronic signatures with multiple signer support
Sales pipeline and deal management
Automated invoicing from proposals
Automated payment collection
Accounting software integrations
Proposal renewal automation
Multiple payment method support
Client billing dashboard and visibility
Close Command Center with live auto-status for multiple clients
Bank Feed Agent that categorizes transactions with confidence scores