Action Proposal lets you build, send, and track professional proposals — with built-in digital signing and a live status dashboard.
No credit card required · Unlimited proposals on free plan
Create professional proposals with cover pages, line items, and your branding. Clients can view on any device.
Clients can sign proposals directly from their browser — no accounts, no downloads required.
See when clients view, sign, or decline. Real-time notifications so you can follow up at the right moment.
Save product/service catalog items with prices. Build proposals in minutes with pre-filled line items.
Proposals move from Draft → Sent → Viewed → Signed automatically. No manual tracking needed.
Proposals sync with Action CRM. Convert signed proposals to invoices with one click.
From first draft to signed deal in four steps — no PDFs, no printing, no follow-up emails.
Start from a blank canvas or a saved template. Add sections, line items, images, and your branding. Pricing tables calculate totals automatically.
Your client gets a clean link — no account required. They open, read, and sign directly in their browser on any device.
See the moment your proposal is opened. Get notified when the client views specific sections, leaves comments, or requests changes.
Once signed, convert the approved proposal to an invoice with one click. No data re-entry — amounts, line items, and client details carry over automatically.
Any business that sends proposals, quotes, or scopes of work — across every industry.
Marketing agencies, web designers, and consultants use Action Proposal to send branded project scopes, retainer agreements, and service packages. Real-time open tracking tells you when a client is reading so you can call at exactly the right moment.
General contractors, electricians, HVAC companies, and landscapers send itemized job estimates and project proposals. Add photos, scope descriptions, payment schedules, and get client signatures on-site from a phone.
SaaS companies and IT service providers use Action Proposal for software scopes, enterprise contracts, and onboarding agreements. Tiered pricing tables let clients choose their own package before signing.
Real estate agents, property managers, and developers send listing agreements, buyer representation contracts, and renovation scopes. Proposals link directly to Action CRM contact records and deal pipelines.
Clinics, wellness centers, and healthcare consultants send service agreements, care plans, and equipment supply proposals. E-signature compliance ensures every signed document is audit-ready.
Independent photographers, writers, coaches, and developers close projects faster by replacing emailed PDFs with trackable, signable proposal links. The free plan includes unlimited proposals.
3×
faster close rate
Proposals with digital signing close 3 times faster than PDF attachments. Clients sign in minutes instead of printing, scanning, and emailing back.
100%
open visibility
Know exactly when your proposal is opened, how long the client spent on each section, and when they forwarded it to a decision-maker.
0
manual data re-entry
Signed proposals become invoices automatically. Line items, client details, and amounts flow through to billing without copy-pasting a single number.
Works with Action Sign, CRM, Invoicing, Calendar, and 60+ other aicente tools.
Join thousands who use Action Proposal to close more deals.