Proposal software that automates proposals, quotes, invoicing, and payments in one platform
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Stage
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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
Free: 8 pages forever, no credit card required. Basic: $5/month for 25 pages/month. Pro: $20/month for 500 pages/month. Business: $75/month for 2,000 pages/month. Annual plans available with 20% discount.
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
Converts multi-page PDFs in under 15 seconds
99.4% accuracy on amounts, dates and references
Supports 400+ global banks
Files processed in memory and deleted immediately
Handles password-protected PDFs
Free QuickBooks bulk tools included on all plans
Complies with GDPR and CCPA data protection standards
Supports OCR for scanned PDFs on Business plan
Team seats available on Business plan
What makes it different
Save 40+ hours per month on billing and payments
All-in-one platform combining proposals, billing, and payments
Cost-effective starting at just $8 per user per month
27% more revenue with impressive and automated proposals
Send customized proposals in less than 10 seconds
Instant conversion in under 15 seconds with no queuing or manual processing required
Files never stored on servers; data processed in memory and deleted immediately
Supports 400+ banks worldwide including regional and digital banks
34 free QuickBooks tools included with every plan, no upgrades required
Export directly to QuickBooks, Xero and Google Sheets in one tool