Proposals

Proposals that help you win more clients

Go from first meeting to signed proposal, with deposit capture, e-approvals, and real-time tracking built in.

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Proposals that help you win more clients

Create, send, and sign proposals — faster than ever

Ready-to-use templates

Flexible builder

Flexible builder

Client e-approvals

Client e-approvals

Deposit capture

Deposit capture

Read receipts

Custom branding

Custom branding

Automations

Integrated invoicing

Streamline your proposal workflows

Streamline your proposal workflows

Craft every proposal alongside your contacts, projects, and invoices. No more toggling between tools.
Track proposal status from “drafted” to “approved” in one dashboard.
Connect proposals directly to your Bonsai CRM so client history and deal context are always at your fingertips.

Close clients faster with beautiful proposals

Create polished proposals with professionally designed templates.
Track when a client opens your proposal to follow up at the right time.
Let clients sign off digitally with a link — no downloading required.

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Close clients faster with beautiful proposals

Head of Operations, Taylor Feero

 SWITCHBOARD.MN

From signed to paid, automatically

From signed to paid, automatically

Capture deposits in the proposal so clients can commit on the spot.
Turn your approved proposal into an invoice automatically.
Get paid faster with integrated online payments.

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