Proposal management
Proposals that close themselves
Build a proposal from your service library, set the fee in CAD, brand it with your firm’s logo, and send it for digital signature — all in under five minutes. When the prospect signs, the engagement letter populates and the jobs create themselves.
How it works
Three steps. No rekeying.
The proposal feeds every module downstream. The fee becomes the letter, the letter becomes the jobs, and the jobs carry the fee to invoice.
Build from your service library
Pick the services, set the fee structure — fixed, recurring or hourly — and the proposal assembles itself. Fees in CAD, with GST/HST shown where required. Your firm’s logo and colours on every page.
Send for digital signature
Your firm’s brand, your language. The prospect reviews on any device and signs digitally — no printing, no scanning. Average time from send to signature: under three minutes.
Letter and jobs auto-create
When accepted, the engagement letter populates with the agreed terms and the jobs create themselves — ready for the team to start work. The fee carries to the invoice automatically.
Service library
A price the engine computed, not a price somebody typed.
Your service library holds every engagement type your firm offers — T1, T2, GST/HST, bookkeeping, CAS, payroll — each with a fee structure, a scope description, and a set of deliverables. Pick the services, and the price computes itself.
Connected modules
One accepted proposal is the record four other modules read from.
The proposal feeds the engagement letter, the compliance check, the jobs and the invoice. Nothing is re-entered.
Send your next proposal in under five minutes.
See the service library, the fee builder and the digital signature flow — all on your screen.