Build polished proposals from past data. Smart estimates, line items with cost and markup, milestone timelines, and e-signatures — on one client-facing page they can approve instantly.
The depth you need, none of the noise you don't.
Pull pricing from past projects and catalog items. ClientCasa suggests line items and rates based on what you have actually charged before.
Save your best proposals as templates. Start from a proven structure and customize per client — no blank-page syndrome.
Every proposal gets a shareable link. Clients see a professional, branded page with line items, timeline, and terms — no PDF attachments.
Clients approve and sign directly on the proposal page. No third-party signature tool needed. Legally binding with full audit trail.
Add labor, materials, and expenses as line items. Set cost and markup per line to see your margin before the client does.
Attach milestones to proposals with relative due dates. When the proposal is accepted, milestones sync to your project schedule automatically.
One click turns an accepted proposal into a live project. Line items, milestones, event date, and client details all carry over.
Require a deposit on acceptance. Set payment schedule milestones — 50% upfront, 25% at proof, 25% on delivery — whatever fits your workflow.
Set an expiration date on proposals. ClientCasa tracks pending proposals and nudges you when follow-up is overdue.
See how your industry uses this feature day-to-day.
Yes. Clients receive a shareable link to a branded proposal page. They can review line items, timeline, and terms — then approve and sign — all without creating an account or downloading anything.
When you add line items, ClientCasa suggests pricing from your catalog and past proposals for similar work. You always set the final price — the suggestions just save you from looking it up.
One click converts it to a live project. Line items become your project scope, milestones sync to your schedule, and the client record is linked. If you configured a deposit, the payment schedule is created automatically.
Yes. Every line item has a cost field and a client-facing price. ClientCasa shows your margin per line and for the proposal total, so you know exactly what you will earn before the client ever sees it.
