The AI drafts the proposal from the brief. The client signs with a real digital signature (signing.p12 certificate). The contract is archived with a timestamp and tied to the CRM. No DocuSign on the side.
Proposal-ai and proposal-generator take the brief, the client history and your offer — and hand you a proposal ready to review.
The client gets a unique URL — they can read it, request changes or accept in one click. You see when they open it and how often.
Not an embedded image or a checkbox. Cryptographic signature with a real certificate: the signed PDF embeds the signature and is verifiable.
Each contract has an expiry date, an advance reminder and a renewal draft. Retainers don't expire in silence.
Full funnel view: sent, opened, accepted, expired. Filters by amount, author, client and date.
Inventory of live contracts with status, signature date, annualised value and expiry by quarter.
Here's the actual cycle for a typical retainer, without changing tab.
"The client sends the brief. I hit 'generate proposal' and the AI gives me a draft with phases, hours and prices based on similar projects."
"I review, adjust and send. The client signs digitally 4 hours later. I get the signed PDF with timestamp."
"The contract has turned into a project with an hour budget. The first recurring invoice is already scheduled for the 1st."
The proposal is born from a client record and the signed contract is filed on the 360° timeline.
Explore the moduleA signed contract becomes a project with hour budget and phases already defined.
Explore the moduleFrom contract to recurring invoice. Verifactu and SII enabled by default, no duplicated data.
Explore the packWe'll set up an instance with 2 AI-generated proposals and a digitally signed contract.