Proposals & Contracts
Create, review, and e-sign proposals; convert them into pre-filled contracts and manage related terms, approvals, and audit trails.
Create and send a proposal
Change what you call your documents
Set up default proposal wording
Customize your contract template with merge fields
Interactive quoting
Proposal settings
How notifications work in Apropos
Add your phone number to proposals
Mark a proposal as closed
Proposal lifecycle and statuses
Set up payment links for your clients
Log a customer change request
Add and share files with a proposal