Proposal software that automates proposals, quotes, invoicing, and payments in one platform
Your AP stack in one app
Stage
Not given
Startup
Founded
Not given
2024
Based in
US
GB
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: £0/mo (0 transactions/month, 1 user); Entry: £20/mo (10 transactions/month, up to 5 users); Mid: £100/mo (75 transactions/month, up to 25 users); Top: £250/mo (250 transactions/month, up to 250 users). All plans include every feature.
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
AI invoice data extraction validated against your ledger
Automated accruals and prepayments with forex handling
Multi-level approval hierarchies
Missing and due invoice tracking and alerts
Document search by reference or AI-extracted invoice number
Granular access control for vendors and expenses
Audit-ready reports and CSV or Google Sheets export
ERP integration with Xero, QuickBooks Online and Sage
Budget controls and expense limits
Slack Integration
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
Single comprehensive app replacing multiple disconnected tools
AI extraction with human oversight and ledger validation for financial accuracy
All features included in every plan with no feature gating
Automatic journal creation with accruals and prepayments in correct accounts and periods
Direct ERP integration running in minutes without manual exports
Cone
DayFive