Win the client before the kickoff call.
Build a priced proposal, send it for digital signature and collect the deposit in one flow. Every proposal tracked from first view to signed and paid. Part of Savvy Software, built by the team at Savvy Signature.
A proposal should not be a week of admin.
Here is where a traditional proposal goes between the first ask and the first payment.
Rebuilt from scratch
Every new quote starts life as a blank document and an old deck to cannibalise.
Silence after send
It left your outbox. Opened, forwarded, ignored? No way to know.
The signature chase
The contract crawls through inboxes, printers and scanners.
The yes creates admin
Work cannot start until the deposit is raised, chased and reconciled by hand.
Twelve days, four tools, zero visibility.
See how one flow replaces all of it ↓From draft to signed and paid, in one flow.
Proposal software should carry the whole journey: pricing, internal approval, digital signature and deposit collection, in one place.
Build the plan
Set the scope sections, total value and a payment schedule: deposit, installments and due dates, in the client's currency.
Approve and send
The proposal is approved internally, generated as a branded PDF and emailed to the client as a secure signing link.
Client views and signs
You see the moment it is viewed. The client signs digitally on any device, and every action is time-stamped in the audit trail.
Deposit in, plan active
Signing unlocks the deposit payment. Once it is paid, the plan activates and the installment schedule runs itself.
Run a proposal from draft to active, right here.
Sample data only. Nothing is sent and nothing is charged.
Website Rebuild Proposal
Horizon Interiors · $8,400 AUD total
One plan, two views.
The proposal your team builds and the schedule your client pays are the same record, always in sync.
The plan lives on the client record. Deposit, installments, due dates and status in one card. Hit Send and the branded PDF, signing link and tracking are handled for you.
A live billing page, not a PDF in an inbox. Project total, payment progress, Pay Now on the deposit and optional autopay. Work starts once the deposit lands.
Everything between the quote and the first payment, handled.
Built for agencies and service businesses that quote every week, whether the project is a website design build, an SEO retainer or a full digital marketing campaign.
Live status tracking
Draft, sent, viewed, signing, signed, declined or expired. You always know where every proposal stands, the moment it changes.
Digital signature and audit trail
Every signature is captured with timestamp, IP and device, on a document sealed with a tamper-evident hash.
Structured proposals
Scope sections plus an itemised schedule: deposit, installments and due dates, in any currency.
Automatic branded PDF
The proposal document generates itself, ready for signature. No design time.
Stripe payments built in
Deposit checkout on signing, automatic receipts, optional autopay for installments.
Automatic reminders
Due-date and overdue nudges at 3, 7 and 14 days. Nobody has to chase.
Connected to the tools around it.
The proposal editor, signing page and billing portal you saw above run inside the Savvy portal, wired straight into your stack.
Before you sign off.
The things agencies and service businesses ask us most about Proposal Builder.
Something specific to your setup?
Ask us directly →01How is the signature recorded?
Each signature is captured with a timestamp, IP address and device record. The document carries a tamper-evident hash, and every step from sending to signing is logged in an audit trail.
02What does the client receive?
An email with a secure, single-use signing link that expires after seven days. They review and sign on any device. No account or software needed.
03Can proposals include a deposit?
Yes. The first installment can be marked as a deposit that gates the start of work. The plan only becomes active once the deposit is paid.
04Can clients pay automatically?
Yes. Clients can enable autopay with a saved card, and each installment is charged on its due date with a receipt issued automatically.
05What happens when a payment runs late?
Reminders go out automatically on the due date and again at 3, 7 and 14 days. Failed charges are tracked with the failure reason so nothing slips silently.
06Can our own team sign before the client?
Yes. Multi-party signing lets you require internal signers to complete their signatures before the document is sent on to the client.
07What happens after the deposit is paid?
The plan activates and delivery starts. Teams on the full platform hand the project straight to Task Tracker, where it is broken into work items, tasks and timed subtasks.
From the agency that also does the work.
Savvy Signature is a full-service digital agency. Proposal Builder writes the quote, and these are the services that deliver it.
Win More Business With Professional Digital Proposals
Creating proposals shouldn't involve copying old Word documents or manually preparing quotes. Our Proposal Builder Software allows businesses to generate professional proposals, automate pricing, collect digital signatures and instantly convert accepted proposals into live projects. Connected with our CRM Integrations, Client Portal and Retainer Tracker, your sales process becomes faster, more consistent and easier to manage. It's everything your team needs from proposal software in Australia, as part of one connected business platform.
One of five connected modules.
Each module works on its own, and every one you add works with the rest.
Turn proposals into a growth engine, not an admin task.
See Proposal Builder working on a real client flow.