Proposals & contracts · Win clients
Quotes, proposals and contracts, signed and paid in one flow.
Design beautiful documents with a built-in page builder, send them with a secure link, and let clients accept, sign and pay the deposit in one visit. Then convert to a project or invoice without retyping a thing.
Proposals stall between three different tools
Write in a doc, export to PDF, upload to an e-sign service, then retype the numbers into an invoice. Every hand-off is a chance to lose the client. Cliezoo does the whole flow with its own document engine, no third party needed.
Built-in document engine
A page builder made for selling
Blocks for pricing tables pulled from your catalogue, timelines, team, testimonials, terms, payment schedules and accept buttons. Variables fill in client details, and a template library gets you started.
- Live preview, autosave, undo and redo
- Per-document currency, language and expiry
- Quotes with upfront deposits and delivery dates
E-signature with evidence
Signatures you can prove
Named signers, multiple client signers and countersigning. Draw, type or upload a signature. Every signature records timestamps, IP, device and SHA-256 hashes, and produces an audit certificate with a tamper-evident final document.
- Email one-time code or magic-link identity check
- Decline with reason, void and reminders
- Upload existing contracts as signed externally
Capabilities
What you get with proposals & contracts
Free features work with no limits. Pro features are marked.
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View tracking
See when a document was sent, viewed, signed and completed.
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Protected share links
Passcode, expiry, revoke and an access log on every public link.
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One-click conversions
Quote to invoice, project or contract. Proposal to contract or invoice.
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Internal approval
Submit for approval before sending; any owner or admin approves.
- Pro
Good / better / best packages
Optional items and client-editable quantities that lift deal size.
- Pro
Versions and section analytics
Compare and restore versions and see time spent per section.
- Pro ✦ AI
AI document writing
Proposal from a brief, clause help, pricing help and proposal score.
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Fillable fields
Text, date, checkbox and initials fields for clients to complete before signing.
- Pro
Renewals that sell themselves
A contract renewal automatically creates the renewal deal or proposal.
- Pro
Real-time co-editing
Edit documents together with block comments and suggestions.
✦ AI in proposals & contracts
Draft the proposal from the brief
Free gives you AI writing helpers inside the builder. Pro writes the whole document from a brief, helps with clauses and pricing, scores the proposal and drafts the follow-up.
- Rewrite any block
- Whole-document generation
- Proposal score and follow-up drafts
With Cliezoo Pro Pro
More automation and scale
- Good/better/best package options
- Advanced approval rules
- Time-on-section analytics
- Version history and compare
- Sequential signing order and SMS codes
- AI document generation
Frequently asked questions
Can’t find your answer? Read the docs or ask the Degird team.
Read the docs → Contact us →Are Cliezoo e-signatures legally binding?
Cliezoo records the evidence courts and auditors look for: signer identity checks, timestamps, IP and device, document hashes and an audit certificate. Whether a specific contract is enforceable depends on your jurisdiction, so check local rules for regulated documents.
Do I need DocuSign or another e-sign service?
No. Signing, the audit trail and the certificate are built into the free plugin.
Can clients pay a deposit when they accept?
Yes. Quotes and proposals can require an upfront deposit, as a percentage or a fixed amount, paid online when the client accepts.
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