Documents & Contracts

    Estimates & Proposals

    Build professional estimates and proposals that clients can review, approve, and sign electronically in one seamless flow.

    What we build/Documents & Contracts/Estimates and proposals

    Proposal follow-up is painful

    You spend hours building proposals in Word or Google Docs. You email them and hope for the best. Follow-up is manual. Converting an approved proposal into a project is another manual step.

    The SpinFlow way

    Build proposals with templates and pricing rules. Clients review online, ask questions, and approve with an e-signature. Approved proposals auto-create projects and invoices.

    Key features

    Proposal builder

    Professional templates with line items, pricing, and terms

    Client review portal

    Clients view proposals online with comment and approval capability

    Built-in e-signature

    Approve and sign proposals without leaving the platform

    Auto-conversion

    Approved proposals auto-create projects, milestones, and invoices

    Related capabilities

    See what this looks like for your business

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