Create proposals that clients sign online
Enflow OS proposals combine a cover page, your written pitch and the pricing in one web page your client can read on any device. They choose optional add-ons, sign with a legally binding e-signature and pay the deposit, and the deal moves to won automatically.
Free on every plan (Estimates & Invoices module).
How it works
- Start from a template. Use a starter for your industry or one of your own, then write the scope with headings, lists and images.
- Price it and add options. Add line items and optional extras, set a deposit and an expiry date.
- Send and track. See when the client opens it, answer their questions, and get notified the moment it's signed.
What's included
Rich written content
A cover with title, subtitle and image, then your scope, timeline and terms with formatting and photos.
Optional add-ons
Extras the client can tick before signing, with the total updating live.
E-signature built in
Type or draw a signature, with an email code check, a signed PDF and an audit certificate.
View tracking
Know when a proposal is first opened. Views by your own team aren't counted.
Deposit on signing
Collect a percentage or flat deposit right after the client signs.
Automatic next steps
Signing marks the deal won, can create the invoice and starts any workflow you've set up.
Examples by industry
Agencies & consultants
Scope, timeline and retainer options in one proposal, signed before kickoff.
Event & rental companies
The event details, package and add-ons the client can pick, with a deposit to hold the date.
Construction & remodeling
Project scope with photos and a milestone payment schedule the client signs off on.
FAQ
Are proposals signed in Enflow OS legally binding?
Enflow OS uses ESIGN and UETA consent wording, verifies the signer's email with a code, and stores the signed content, a hash of it, the signer's details, IP address and browser, plus a certificate page in the signed PDF.
Can I see when a client opens my proposal?
Yes. You'll see when it was first viewed and how many times. Your own team's views don't count.
Can clients change what's included?
They can tick or untick the optional add-ons you offer. Anything else, they can ask about from the proposal page.
What happens after the client signs?
The chosen add-ons become part of the estimate, the deal moves to won, the signed PDF is saved, and any workflow you've set up, like sending the deposit invoice, runs.