Kiandra – Sales Team
Can create contracts but needs approval to send them to clients.
Simple, Secure, and Powerful. Get the contract automation software that works for you
Zoom through your contract agreements with straightforward solutions for simplifying your workflow, boosting collaboration, and eliminating costly errors. We give you the best tools in the business for taking control of your contracts.
01
Say goodbye to “find-and-replace”
When it comes to contracts, delays are deadly. Proposify makes it simple to streamline your workflow and get your contracts out quick. Custom fields and variables let you save often-used information, like client and company names, and quickly populate your contracts with it. Eliminate errors, reduce manual entry, and start winning more contracts.
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1
Statement of Work & Contract
Effective {date_accenpted} (“Effective Date”), {company_name} (“Consultant”) and {client_name} (“Company”), a {client_state} corporation, agree to {proposal_name} (this “Agreement”) as follows:
1. Services & Payment
Consultant agrees to undertake and complete the Services (as defined in Exhibit A) in accordance with and on the schedule specified in Exhibit A. As the only consideration due Consultant regarding the subject matter of this Agreement, Company will pay Consultant in accordance with Exhibit A.
2. Ownership; Rights; Proprietary Information; Publicity
2.1. Company shall own all right, title and interest (including patent rights, copyrights, trade secret rights, mask work rights, trademark rights, sui generis database rights and all other rights of any sort throughout the world) relating to any and all inventions (whether or not patentable), works of authorship, mask works, designations, designs, know-how, ideas and information made or conceived or reduced to practice, in whole or in part, by Consultant in connection with Services or any Proprietary Information (as defined below) (collectively, “Inventions”) and Consultant will promptly disclose and
02
Smart workflow that keeps contracts moving
Tackle complex contracts with ease (and peace of mind) with approval workflows that reduce costs, eliminate errors, and make your team more effective. Lock down editing access with user roles and permissions, so everyone has the right tools to get contracts done, but can’t blow things up with unapproved changes.
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Nick – Team Lead
Can review contracts and approve them to send to clients, or send them back for edits.
Reject
Approve
Requires edits before approval
Approves contract
Approve
Can send to client
Send
03
Time-saving tools for faster, more versatile contracts
Make sure anyone on your team can reproduce your best contracts in a snap. Use our content library to easily save and reuse images, pricing tables, and text snippets from past contracts. Or, save entire documents as templates to better automate partnership agreements, NDAs, sales contracts, and more.
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04
Lock down your data with world-class security
Our world-class security protocols keep you and your clients’ most sensitive information protected with 256-bit, bank-grade encryption, and one-way password encryption. All our services are isolated inside a Virtual Private Cloud, and we perform daily, off-site backups.
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Encrypted Links
Proposals are sent using secure encrypted links and we never disclose your information to third parties.
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Daily Backups
Your data is kept safe and secure with daily, offsite backups.
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Legally Binding E-Signatures
Our e-signatures are binding and comply with the world’s strictest laws.
05
Works with all your favourite business tools
Whether you’re generating contracts from a CRM, keeping track of them through project management software, or generating invoices from closed contracts, Proposify is contract drafting software that gets the job done fast. We integrate with the best business tools on the market, so your workflow stays seamless and you can stay focused on closing the deal.
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PROPOSAL NAME
First Name
Last Name
Company Name
Date Submitted
Fee 01
$12,680.00
Fee 02
$9,995.00
Fee 03
$21,000.00
Total
$43,675.00
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Signature
User Name -
Signature
Client Contact
Your Mission? Close the Deal. Your Secret Weapon? Proposify.
Try Proposify free for 14 days. No credit card required. Plans start at $19/month.
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