Feature
Business Proposal Software
The only business proposal software you need to convert prospects faster. From first contact to signed contract.
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Engage and Onboard Clients Faster
Create professional quotes and proposals with customizable templates. Track real-time status and get documents signed electronically.
- Professional quote and proposal creation
- Real-time status tracking
- Electronic signature for approvals
- Branded email delivery from your domain
Streamline Information Gathering
- Web forms for instant client feedback
- Secure financial and personal data collection
- Real-time AML/KYC verification in 132 countries
- Payment collection with Stripe integration
Speed
Save time with automated proposal processes and faster engagement.
Security
Documents stay safe without email sharing risks.
Branded
Maintain your company branding throughout the client journey.
Frequently Asked Questions
Log in, navigate to Portals/Prospect Group, and assemble your proposal using predefined services and prices. Add Stripe integration for payments, upload contracts, and include questionnaires or verification tests as needed.
Yes, you can create custom templates and adjust them on-the-fly for each client. Add your company branding, use custom email domains, and personalize every aspect of the proposal experience.
Clients receive an email link to review the proposal. They can approve or reject directly without creating an account. Electronic signature options are available for formal acceptance.
Yes, you get real-time visibility on document views, approvals, rejections, and custom workflow statuses. Track exactly where each prospect is in the sales process.
Yes, documents can be edited and resent as needed. Update pricing, terms, or any other details and the client will receive the revised version.
Documents with electronic signatures and legal terms can be legally binding when they comply with applicable laws (eIDAS, ESIGN). MyDocSafe provides full audit trails and signing certificates for compliance.
MyDocSafe integrates with CRM systems, accounting software (Xero, QuickBooks), Stripe for payments, and productivity tools via our API and Zapier. Connect your existing workflow seamlessly.