Quotes in 30 seconds. Proposals with impact.

Proposals in progress. Not yet sent to any client. Resume editing or discard.

Delivered to client via email or public link. View tracking activates on first open.

Client has opened the proposal. Section-level analytics begin recording time spent.

Client accepted. Payment collected (if configured). E-signature triggered. Deal stage updated.

Client declined with optional reason. Sequence automation stops. Record preserved for win/loss analytics.

Validity period elapsed without response. Expiring trigger fires automation before deadline.

Select contact

Search existing contacts or create inline. Name, email, company auto-populate from contact database.

Add line items

Description, quantity, unit price, and cost basis per item. Add as many as needed. Live total updates as you type.

Set validity and currency

Configure expiry window and currency. Optional deposit or full payment collection on acceptance.

Send

Client receives branded public page with line items, total, and accept or decline buttons. No login required.

Text

Rich text narrative with headers, bullets, and formatting. Tell your story, explain approach, outline process.

Pricing

Structured line-item table with SKU, description, quantity, unit, cost, margin, price, and discount. Live totals.

Terms

Contract terms and conditions with formatting. Auto-populate from templates or write custom. Scroll-to-bottom required.

Custom

Freeform content blocks for specs, timelines, scope statements, and anything not fitting standard section types.

Floor Plan

Embedded visual venue layout powered by Seat Designer. Clients see exact seating, table configuration, and capacity.

Build reusable templates with default sections, merge fields, approval rules, and linked e-signature templates. Set one template as default per vertical. Usage counts and last-used dates track adoption.

Pre-written blocks ready to drop into any proposal. Four block types: Text, Image, Table, and List. Version history per block with search and tag filtering.

Master catalog of every product, service, and labor rate your team quotes. SKU, category, unit price, cost basis, and auto-calculated margin. Price guardrails prevent rogue discounting.

Pre-bundle multiple pricebook items into a single job template. Drop an entire job into a proposal with one click. Pricing auto-calculates from component items.

Clients view proposals on any device. Expand line items, view photos, select options. Branded experience with public URL. No login required.

Accept with one click. Optional deposit or full payment collects at acceptance through 40+ payment gateways. No separate invoice.

Clients can decline with an optional reason. Decline event feeds win/loss analytics and stops active automation sequences.

Inline comment thread on public proposal page. Clients ask questions without leaving the proposal. Notifications to proposal owner.

Version History

Every save creates a new version. Full history with timestamps and author attribution. Restore any previous version with one click.

Side-by-Side Diff

Compare any two versions in a split view. Sections added, removed, and modified highlighted with line-item price deltas.

Change Orders

Post-acceptance amendments tracked formally. Items added, removed, or modified recorded with original versus revised totals and net change.

Sequence starts when proposal is delivered to client via email or public link.

Fires when client opens proposal for the first time. View tracking timestamp triggers the sequence.

Fires when proposal approaches its validity expiry date. Configurable lead time before deadline.

Conversion rates across proposal types, verticals, and team members. Track acceptance, decline, and expiry ratios over configurable time periods.

Total pipeline value by status. See revenue in draft, sent, and accepted stages. Compare current period against previous for trend analysis.

Average time from sent to first view, and from first view to decision. Identify proposals that stall and intervene earlier.

View tracking aggregates: average time on proposal, sections most viewed, return visit rates, and option selection patterns.

Organize into workspaces for agencies, multi-team brokerages, or franchise groups. Each workspace maintains its own template library, pricebook, and content blocks.

Four roles: Owner, Admin, Member, Viewer. Default workspace per account. Member and proposal counts tracked per workspace.

Configure branding, default currency, payment gateway, email templates, and proposal defaults. Settings cascade to all proposals unless overridden.

Embeddable consultation request form powered by Calisto Forms. Captures client details and project scope to pre-populate new proposals.

Proposals link to deal records. Won proposals auto-update deal stage and revenue forecasting. Pipeline value reflects proposal acceptance in real time.

Link e-signature template to any proposal. After client acceptance, signing workflow launches automatically via Calisto Sign. Completion updates proposal status.

Collect deposit or full payment at acceptance through 40+ payment gateways configured in POS. Multi-installment schedules. No separate invoice required.

Accepted proposals create tasks, schedules, and resource allocations in Ops automatically. Zero manual handoff from sales to operations.

Every proposal linked to contact record. Acceptance, decline, view, and payment events appear on contact timeline. Signer autocomplete from contact database.

Venue floor plans from Spaces embed directly in proposal Floor Plan sections via Seat Designer. Clients see seating, table configuration, and capacity.