Proposals 6 minUpdated Apr 28, 2026

Building an interactive proposal

From blank canvas to a recipient-ready proposal with pricing, ROI, video, and an accept-and-sign block.

Step-by-step

Open Proposals → New proposal and pick a template (or start blank).
Edit the hero with the client's name and headline.
Drop in blocks: pricing table, ROI calculator, embedded video, scheduler, team bios.
Add an Accept & sign block at the bottom. Optionally enable Stripe pay-on-accept.
Click Preview, then Send. Email-gate it for analytics.

Variables. Use {{client.company}}, {{rep.name}}, etc. — auto-filled from your CRM at send-time if you've connected HubSpot, Salesforce, or Pipedrive.

What changes from a PDF proposal

The recipient lands on a fast, mobile-first page that re-calculates pricing live as they toggle add-ons. The accept block doubles as the order form — sign and (optionally) pay the first invoice without leaving the page.

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