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.