Proposal Pro

Streamline your client engagement from proposal to onboarding with an all-in-one app.

Data types

  • Client
  • Proposal
  • OnboardingTask
  • TeamMember
  • ServiceTemplate
  • SalesProcessConfig
  • Audit
  • AppAccess
  • ProposalTemplate
  • Contract
  • Note
  • PricingTier
  • ProcessTemplate
  • PricingService
  • FAQTemplate
  • LeadCalculatorService
  • LeadCalculatorConfig
  • TimeTeamMember