Demo This is a scaled-down, working version of the end product, built for demo purposes. Nothing is saved or sent anywhere.
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Live demo · Blueprint No. 9918

Proposal to paid. Without the Word docs.

A mini version of the system we'd build for your consultancy. Build a proposal from your templates and rate card, see when the client reads it and watch the signature turn into a project, a budget and a deposit in Xero. Price scope creep before anyone does the work, log time as you go and let the invoices raise themselves. Have a play: every button works.

  1. 01Check today
  2. 02Send a proposal
  3. 03Get it signed
  4. 04Price a change
  5. 05Log some time
  6. 06Run billing

This is the scaled-down version.

The real one is built around how your consultancy runs: your engagement templates, rate cards and packages, your deposit and expiry rules, e-signing through DocuSign or Adobe Acrobat Sign, deposits through Stripe and invoices straight into Xero, MYOB or QuickBooks. We hook in HubSpot or Pipedrive for the pipeline, Calendly for discovery calls, Microsoft 365 or Google Workspace for files and Teams or Slack for budget alerts, with associate logins for your specialists. It's hosted and looked after by the people who built it.

Talk to us about the real one →