Product · Proposals and invoices

From proposal to paid.Each step starts the next.

Draft a proposal from the lead's calls and emails, let the client pick options and sign online, then turn the acceptance into a contract and an invoice. Clients pay by card through Stripe or Razorpay, and the invoice marks itself paid.

Get startedBook a demo

Invoices and online payments on every plan · Proposals, contracts and estimates on Essentials, Growth and Scale

How it works

From first draft to paid invoice in four steps

One record carries the deal, so nobody retypes the value between documents.

01

Draft the proposal

Pick the lead and let AI draft the sections from its calls, emails, notes and deals. Edit any section, add line items and attach the final PDF.

AI Generate
02

Send it for a yes

The client gets a link to a page with the proposal, the price table and Accept or Decline. Accepting takes a typed or drawn signature.

Send
03

Turn yes into a contract

Generate a draft contract that carries the proposal's sections and accepted value, then send it for signature.

Generate Contract
04

Invoice and get paid

Send a branded invoice with the PDF attached. Clients pay online in the client portal, or you record the payment.

Record Payment
One deal, proposal to paid

Send, sign, invoice, paid. The lead keeps the paper trail.

Scroll to follow the proposal Nina Alvarez sends Orbit Payments, with Acme Sales Co.'s automation switches on.

01
SentNina sends the proposal. The status moves to Sent.
02
ViewedOrbit opens the link and keeps the optional workshop.
03
AcceptedA drawn signature. The deal moves to Won and a contract is drafted.
04
PaidThe invoice goes out with a payment link and comes back paid.
Proposal · Payments Platform RolloutPaid
O
Orbit PaymentsNina Alvarez
$24,500
Price tableClient can edit
Platform licence · 20 seats
Integration setup
Onboarding workshop · Optional · kept by the client
On acceptance
Deal → WonContract draftedInvoice + payment linkPaid via Stripe
Orbit PaymentsActivity
Invoice · INV-0042 · Paid via StripePaid
Proposal · Accepted · $24,500Won
Deal moved to WonContract for Payments Platform Rollout (draft)
Proposal · ViewedToday
Proposal · Sent by Nina AlvarezToday
Call · Nina Alvarez · InterestedThu
Email · Pricing page link openedYesterday

sample values

What's in Proposals and invoices

Everything between "send me pricing" and "paid"

AI-drafted proposals

Draft sections from the lead's calls, emails, notes and deals, then edit or regenerate any one of them.

Price table the client can shape

Mark items optional or let the client change quantities. The accepted value follows what they keep.

Sign online

Clients accept with a typed or drawn signature. Status runs Draft, Sent, Viewed, Accepted or Declined.

Contracts

Start from an accepted proposal or a template, fill variables, place signature blocks and send.

Estimates

Numbered estimates the client accepts or declines in the portal, converted to an invoice in one click.

Branded invoices

Your numbering, branding, per-line tax, discounts and payment terms, sent with the PDF attached.

Online payments

Connect your own Stripe or Razorpay. Clients pay in the portal and the invoice updates itself.

Collections dashboard

See what is owed and how late, then send reminders to every overdue client at once.

A closer look

Three things teams switch for

AI proposals

A first draft that already knows the deal

AI Generate reads the lead's calls, emails, notes and opportunities. Add the scope, pricing tier, timeline and start date if you have them. If it needs more, it asks follow-up questions before it writes.

  • Regenerate one section without touching the rest
  • Pick a look such as Modern or Executive
  • Preview or download the PDF before sending
  • Accepted and declined proposals lock; duplicate to revise

Essentials, Growth and Scale.

Hand-offs

Accepted, signed, delivered. Each yes starts the next step.

Three switches under Settings → General → Automation decide what happens when the client says yes. All are off by default, so the next step happens on a button until you turn them on.

  • Proposal accepted: auto-draft the contract
  • Proposal or estimate accepted: auto-create the invoice and email a payment link
  • Contract signed: auto-create the delivery project
  • Contracts stay drafts until a person clicks Send
Getting paid

Invoices that chase themselves

Status updates itself from Sent to Viewed, Partial, Paid or Overdue. Turn on automatic reminders before and after the due date, and they stop the moment the invoice is paid.

  • Up to 5 automatic reminders per invoice
  • Record bank transfers, cards, cash and cheques, including partial payments
  • Refund against a payment
  • Credit notes on Essentials and above
Works with the rest of Pitch2Sale

A signature is never a dead end

Pipeline An accepted proposal moves its linked deal to Won.Calling AI proposal drafts pull context from call transcripts.Projects A signed contract becomes the delivery project, with its budget.Timesheets Bill approved hours from the project's Invoicing tab.Workflows Trigger on proposal accepted, contract signed or invoice overdue.Client portal Clients accept, sign and pay in one place.Clients Payment history feeds each client's health score.Email Proposals and contracts go from your connected mailbox.
FAQ

Questions about Proposals and invoices

Which plans include proposals and invoices?

Invoices and online payments are on every plan. Proposals, contracts, estimates and credit notes are on Essentials, Growth and Scale.

How do clients sign?

A proposal is accepted on its public page with a typed or drawn signature. A contract is signed in the client portal by typing the full legal name.

Which payment providers work?

Stripe and Razorpay, connected with your own accounts. Money goes straight to you and their fees apply. Invoices in Indian rupees go to Razorpay, other currencies to Stripe.

Which currencies can I invoice in?

USD, EUR, GBP, INR, CAD, AUD, SGD and AED. Proposals and estimates are in US dollars unless the currency is set through the API.

Does accepting a proposal send the contract automatically?

No. With the switch on, a draft contract is created at once, but a person always reviews it and clicks Send.

Do you support recurring invoices?

Not from the invoice editor yet.

Can I add GST numbers or HSN codes?

There are no dedicated fields yet. Add them to line descriptions or notes. Tax lines such as CGST and SGST can be set up with their rates.

Does sending an estimate email the client?

Not yet. Send makes it visible in the client portal; let the client know it is there.

Send the next proposal from the lead.

Get started, connect your mailbox and a payment provider, and your first signed proposal can turn into a paid invoice.

Get startedBook a demo