Proposals
Proposal software that turns into a signed contract
Proposal software lets you build a sales proposal with scope, pricing and terms, send it to the client and collect acceptance online. In Signee the proposal has a pricing table with optional items, goes through your internal approvals, and when the client accepts, it becomes the signed contract with its renewal date tracked.
- Pricing tables with optional items
- Client picks options before signing
- Approval rules for discounts
- Accepted proposal becomes the contract
| Item | Qty | USD |
|---|---|---|
| Brand audit and workshop | 1 | 3,900 |
| Logo and visual identity | 1 | 9,500 |
| Website design, 8 pages optional | 1 | 11,200 |
| Monthly content retainer optional | 12 | 1,400 |
The proposal and the contract are the same document
In many teams a proposal is a designed PDF, and once the client says yes, someone rebuilds the same scope and price in a separate contract. That second document is where mistakes appear: a line item drops out, an optional service the client ticked is missing, or the payment terms differ from what sales promised.
Signee keeps one source. The proposal is built from a template with variables, the client selects optional items, and on acceptance the selected lines, totals and terms flow into the services agreement that both sides sign. It is contract management software first, so the proposal is simply the first stage of the agreement rather than a separate file.
Templates, variables and CRM fields are the same ones used by our document assembly software, so a proposal and an order form for the same client never disagree on the company name, address or price.
Services Agreement, Juniper Dental
1. Services. Juniper Dental provides the services described in each statement of work to Fieldnote Studio.
2. Fees. The client pays 24,600 USD, invoiced monthly in advance, due 40 percent upfront, rest Net 30.
3. Term. This agreement starts on the effective date and renews automatically unless either party gives notice period missing.
4. Confidentiality. 5. Liability. 6. Data protection.
Parties
- Fieldnote Studio
- Juniper Dental
Key terms
- Scope
- Audit, identity, website
- Fee
- 24,600 USD
- Payment
- 40 percent upfront, rest Net 30
- Retainer
- Optional, not selected
Signing order
- 1. Dana Price Signed
- 2. Omar Reyes Awaiting signature
What you get
Built for proposals that end in a signature
Every feature below is about getting from a sent proposal to a signed agreement with fewer steps.
Pricing tables
Line items with quantity and price, recurring and one time fees, and a total that updates as the client selects options.
Optional items
Mark services as optional. The client ticks what they want, and only the selected lines move into the contract.
Draft from one sentence
Describe the engagement and let AI draft the scope and terms, then adjust the wording before sending.
Discount approvals
If a rep lowers a price below your limit, the proposal goes to an approver before the client ever sees it.
Accept and sign
The client accepts and signs in the browser. No account, no app, and the signed PDF carries the audit trail certificate.
Retainers tracked
Recurring services get a renewal date and notice deadline, with email alerts before the retainer renews.
How it works
From first draft to signed scope
-
1
Build
Pick a proposal template, pull the client and deal from your CRM, or draft from one sentence.
-
2
Price
Add line items and optional services. Discounts beyond your rule go to approval.
-
3
Send
The client receives a link, compares options and selects what they want.
-
4
Accept
Accepting turns the proposal into the agreement, which both sides sign in order.
Signing works the same way as every other agreement in Signee: signing order, reminders, expiry dates and a check for missing fields before anything is sent. The electronic signature software page covers the signing side and the audit trail in detail.
Who uses proposals in Signee
Agencies and consultancies
Every new client gets a proposal, then a statement of work, then a retainer that renews. In Signee that is one thread: the proposal becomes the SOW, and the retainer renewal appears in the renewals view months later with the notice deadline.
B2B sales teams
Reps build proposals from the CRM deal, managers approve discounts by rule, and accepted proposals update the deal stage. Sales leaders see what is out, what is accepted and what is waiting for an approver.
Service businesses with recurring work
Maintenance, managed services and support contracts often renew quietly. Because the proposal is the contract, the renewal date is captured at signature instead of being typed in later.
4
Next 60 days
1
Under 14 days
204k
USD renewing
-
40 days left
Juniper Dental content retainer
Notice by Nov 20, 16,800 USD
-
14 days left
Halden Bikes SEO retainer
Notice by Oct 25, 21,600 USD
-
65 days left
Northwind support plan
Renews Dec 15, 9,000 USD
-
7 days left
Kestrel Outdoor care plan
Notice by Oct 18, 7,800 USD
Plans and how this compares
Proposals with pricing tables, CRM data merge from HubSpot, Pipedrive or Salesforce, and discount approvals are included in the Business plan: 149 USD a month, or 74 USD a month billed yearly, for 10 users and 150 documents sent per month. Company adds 30 users, bulk send and SSO for 499 USD a month, or 249 USD billed yearly. Users are included in the plan price rather than charged per seat.
If you are weighing a dedicated proposal tool, our PandaDoc alternative page compares the two honestly, including where a design focused proposal editor is the better fit. Signee is the stronger choice when the proposal must become a contract you keep track of after signature.
Proposal software questions
Can the client choose between options
Does the client need an account to accept
Can I pull deal data from my CRM
What if a rep gives too big a discount
Is a proposal counted as a sent document
Which plan includes proposals
Keep reading
Send a proposal that ends in a signed contract
Build the scope, let the client choose options, approve discounts by rule and track the renewal after signature. Business starts at 74 USD a month billed yearly.