Everything included in Proposals

Start immediately with conversion-optimized templates designed for every industry and deal type.

Assemble and rearrange any proposal visually without writing a line of code or touching a style sheet.

Pre-built blocks for every proposal section mean you never need to build common layouts from zero.

Define your brand kit once and every proposal reflects your colors, fonts, and logo automatically.

Centralized asset storage lets your whole team pull approved images and files into proposals without hunting through email threads.

Embed a personal video introduction or product demo that plays directly in the proposal to create a memorable first impression.

Save proven sections, blocks, and full proposal templates to your library so every new proposal starts with your best content.

Override any default style with your own CSS for pixel-perfect proposals that match exacting brand standards.

Let clients configure their own package by selecting options and watching the total update in real time, reducing negotiation cycles.

Maintain a central catalog of your services and products with standard pricing so quotes are always accurate and consistent.

Apply line-item or total discounts with clear visibility so clients see exactly what they are saving.

Calculate the correct tax for each client automatically based on their location and the taxability of your products.

Quote clients in their local currency so they evaluate value on familiar terms rather than doing mental conversion math.

Define milestone-linked payment terms directly in the proposal so payment expectations are agreed at signing.

Present subscription and retainer pricing with per-period and total contract value displayed side by side for full transparency.

Require manager sign-off before discounted or custom-priced proposals leave the building, protecting margin at scale.

Clients sign proposals with a few clicks using legally binding e-signatures that close deals without printing, scanning, or mailing.

Collect signatures from every stakeholder on a deal in a single workflow without sending separate documents.

Control who signs first so approvals and counter-signatures flow in the correct hierarchical sequence.

Every view, edit, comment, and signature is timestamped and recorded with IP addresses to create a legally defensible activity log.

Place signature, initial, date, and text fields at any exact location in the proposal so signers know precisely where to act.

Signatures meet the legal standards of every major jurisdiction so your signed proposals hold up in court worldwide.

Require signers to verify their identity with email confirmation or SMS code before signing high-value agreements.

Add remote online notarization for documents that legally require a notary, without scheduling an in-person appointment.

Get notified the instant a client opens your proposal so you can follow up while the content is fresh in their mind.

See exactly how long clients spend on each section to learn which content creates engagement and which sections are being skipped.

An AI-generated engagement score ranks each open proposal by close probability so your team focuses effort on the deals most likely to convert.

Track win rates across proposals, reps, and deal types to identify what separates your best proposals from those that lose.

Compare proposal activity, response rates, and win rates across every team member to identify top performers and coaching opportunities.

See your entire proposal pipeline in one view with stage-by-stage breakdowns and revenue forecasting to run a tighter sales operation.

Test two versions of a proposal against each other to let real buyer behavior — not opinions — determine which approach wins more deals.

Build reports on any metric combination and schedule automated delivery to stakeholders who need proposal data but never log into the tool.

Give each client a branded hub where they can access every proposal, signed document, and communication history in one organized place.

Clients highlight and comment on specific sentences or sections so feedback is contextual, actionable, and keeps negotiation inside the document.

Proposals render perfectly on any screen size so executives reviewing on their phone get the same professional experience as desktop viewers.

Share proposals by secure link, embedded email, or forwarding-tracked URL so you know exactly who has seen the document and when.

Set expiration dates to create decision urgency and protect your pricing from being used as leverage in a future negotiation months later.

Download any proposal as a professionally formatted PDF for clients who require a traditional document or for internal archiving.

Host proposals on your own domain so clients see your brand in the URL, not a third-party platform name.

Remove every trace of StackBloom branding from client-facing content so proposals feel entirely native to your own product or agency.

Sync contacts, opportunities, and proposal outcomes with Salesforce, HubSpot, Pipedrive, and more so your CRM always reflects reality.

Collect deposits and invoice payments directly inside the proposal the moment the client signs, compressing time-to-cash to a single step.

Receive instant Slack alerts when proposals are viewed, commented on, or signed so your team can respond immediately without polling a dashboard.

Connect proposal events to 5,000+ apps through Zapier and automate the workflows that happen every time a proposal is sent, viewed, or signed.

Sync signed proposals directly to QuickBooks, Xero, or FreshBooks so invoices are created automatically without re-entering data.

Import content from Google Docs to build new proposals faster, and export signed proposals to Drive for permanent archiving.

Programmatically create, manage, and retrieve proposals via a fully documented REST API for deep integration with your own systems.

Push real-time proposal lifecycle events to any HTTP endpoint so your systems react to deal activity the instant it happens.

Password-protect any proposal so only the intended recipient can open it, preventing pricing and strategy from reaching competitors or unintended parties.

Automatically stamp every page with the viewer's name and email so unauthorized sharing can be traced directly back to the source.

Set proposals to auto-expire on a specific date so outdated pricing and terms cannot be accepted or referenced months after they are no longer valid.

Require proposal viewers to verify their email address before the document unlocks, confirming the right person is reading the document.

Export or permanently delete client data on request to meet your obligations under GDPR, CCPA, and equivalent data protection regulations.

Capture every view, scroll event, pricing interaction, comment, and signature with exact timestamps and IP addresses to create an immutable record of client intent.

Assign admin, member, or viewer roles to control exactly who on your team can create, edit, send, approve, and delete proposals.