From a draft anywhere to a signed proposal.
Write the proposal wherever you like. PropoBox sends it as a page under your name, shows you when it is read and who to get back to, and takes it to signature and deposit. Here is each step.
- 1
Write it anywhere
Paste the proposal you drafted in ChatGPT, Claude or a document, or upload the PDF, and PropoBox fills in the form from your own wording for you to check. Or start from a template, copy one you sent before, or begin blank.
- Import a draft: paste the text or upload a PDF; a price or date it does not give stays empty
- Templates written for agencies, with real line items and terms
- Quick Mode for the essentials, Advanced Mode for cover, scope, timeline and deliverables
- Optional AI drafting from a few sentences about the project
- Using Claude? Connect PropoBox from Claude's connector directory and Claude can start the draft from a template or your last proposal for that client
- 2
Send it under your name
Your client receives an email from you with a link to the proposal page. They do not need an account, the page reads well on a phone, and their replies come back to your inbox.
- Sent as your name, replies go to your email
- A shareable link for any other channel
- Your logo on the page on paid plans
- A PDF they can download when they need one
- 3
Know who to get back to
Each proposal shows how far it got: sent, opened, read again, signed, paid. You are told when your client opens it, and your home screen lists who to write to today, with a suggested note and the reason for it.
- A notification when it is opened and when they come back to it
- Visits and reading time per proposal; the part they read longest on Pro and Business
- A suggested follow-up note you edit and send yourself
- A reminder email to your client before it expires
- 4
Get it signed and paid
Your client accepts on the proposal page with a typed or drawn signature, or declines and tells you what to change. If you attached your own agreement, the same signature accepts it too. If you added your payment link, a Pay button for the deposit appears right after signing, and the money goes straight to you.
- Typed or drawn signature, with consent, time, IP and browser recorded
- Your own agreement, as text or a PDF, accepted with that signature and kept in the record
- A signed PDF with a signature certificate, for both of you
- A deposit through your own payment link, as a percentage or a fixed amount
- Told when the payment link is opened; you mark the payment as received
Send your first proposal today.
Start on the Free plan, paste a proposal you already wrote, and see the page your client will receive before you send it.
Free plan · No credit card · 14 days of Pro