Scope, fees and sign-off, on one page.
Lay out the engagement, collect the purchase order and the start date, and get sign-off from everyone who needs to give it.
Ask for what procurement needs
Add fields for a purchase order number, a billing contact or a start date, assigned to the right signer and marked as required. Answers go into the signed PDF and the audit trail.
- Required fields per signer
- Checked on the server
- Answers can fill your variables
Several signers, in the right order
Send to the sponsor, then the finance director, then legal, in order, with people who just need a copy alongside. The engagement is won once everyone has signed.
- Signing order
- Copies for people who don't sign
- SHA-256 fingerprint for every signature
Retainers and day rates
Mix one-off and monthly prices, offer extra days as optional items, and show the support terms only when support is chosen. Valid-until dates make sure an old quote can't be signed months later.
Confidential proposals
Add a six-digit access code, shared with the client some other way than email, for engagements that shouldn't be one forwarded email away from anyone.
Frequently asked
Can I collect a purchase order number?
Yes. Add a required field for it, assigned to the right signer. The answer goes into the signed PDF.
Can I protect a proposal with a password?
Yes. Add a six-digit access code; five wrong tries lock the link for 15 minutes.
Your next proposal, read properly.
Build it from what you already have, send a link, and see what happens next.