Proposals & Contracts

    Win More Deals with Stunning Proposals

    Create beautiful proposals, send contracts for e-signature, and track everything in one place. Close deals faster than ever before.

    Document Builder

    Create Beautiful Proposals

    Design stunning, branded proposals and contracts with our intuitive document builder.

    SmartFlow Proposals & Contracts - Document builder interface
    Document Types

    Every Document You Need to Close Deals

    From initial quotes to signed contracts, manage your entire sales document workflow.

    Proposals

    Win more business with stunning proposals

    Contracts

    Legally binding agreements with e-signature

    Quotes

    Professional quotes that convert to deals

    Agreements

    Service agreements and terms of service

    Features

    Everything You Need to Win Business

    Powerful tools to create, send, track, and sign documents seamlessly.

    Beautiful Templates

    Start with professionally designed templates or create your own. Add your branding, images, and custom content.

    E-Signature Built-In

    Clients can sign documents electronically from any device. Legally binding and fully compliant.

    One-Click Sending

    Send proposals and contracts via email with tracking. Know when clients open and view your documents.

    Real-Time Tracking

    See exactly when clients view your proposals. Get notified the moment they sign or have questions.

    Automated Follow-Ups

    Set up automatic reminders for unsigned documents. Never let a deal slip through the cracks.

    Analytics & Insights

    Track proposal performance, win rates, and average time to signature. Optimise your sales process.

    Benefits

    Why Use SmartFlowCRM for Proposals?

    Stop juggling multiple tools. Create, send, and sign all in one platform.

    • Close Deals 3x Faster

      No more printing, scanning, or mailing. Clients sign in seconds from anywhere.

    • Look More Professional

      Impress clients with polished proposals that reflect your brand quality.

    • Never Lose Track

      All your documents in one place with full audit trails and version history.

    • Stay Legally Compliant

      E-signatures are legally binding and meet ESIGN, UETA, and eIDAS requirements.

    Recent Documents

    This week
    Marketing ProposalSent 2 hours ago
    Signed
    Service AgreementViewed 30 min ago
    Viewed
    Website QuoteSent yesterday
    Pending
    12

    Sent

    8

    Signed

    67%

    Win Rate

    How It Works

    From Proposal to Signed Deal

    A streamlined process that gets deals done faster.

    1

    Create

    Build a stunning proposal in minutes

    2

    Send

    Share via email with one click

    3

    Track

    Know when they view and engage

    4

    Sign

    Collect e-signatures instantly

    Legally Binding E-Signatures

    Our e-signatures are fully compliant with ESIGN Act, UETA, and eIDAS regulations. Every signature includes a complete audit trail, timestamp, and IP address for legal validity.

    ESIGN CompliantUETA ComplianteIDAS ReadyFull Audit TrailEncrypted Storage

    Ready to Win More Deals?

    Start creating professional proposals and collecting e-signatures today. Close deals faster than ever before.

    View Pricing
    Related Features

    Explore More Capabilities

    Discover other powerful features that work seamlessly together.

    Advanced Workflow Automation

    Build complex automation workflows with our drag-and-drop builder. Trigger actions based on customer behaviour, time delays, or custom conditions.

    Explore Workflow Automation

    Contact & Lead Management

    Centralise all your contacts in one place. Track interactions, segment audiences, and never lose a lead again.

    Discover Lead Management

    Real-Time Analytics

    Monitor your business performance with live dashboards. Track conversions, revenue, and team productivity at a glance.

    View Analytics Features