Compose polished proposals from blocks — intro, questions, scope and pricing, terms, payment, signature, timeline — on one client-facing page they can approve instantly. Smart estimates from your past pricing, e-signature built in, and acceptance that books the job on the spot.
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.
Add labor, materials, and expenses as line items. Set cost and markup per line to see your margin before the client does.
Offer tiered packages with optional add-ons. Turn on the interactive configurator and clients pick their tier and extras right on the proposal page.
When a client accepts, the quote becomes billing automatically — a deposit invoice, a payment schedule, or a recurring subscription, depending on how you priced it. Milestones sync to your calendar and the lead becomes an active client.
Revise a sent proposal and the client sees exactly what changed since they last looked. They can request changes too (if you allow it) — negotiation without the email chain.
See how this fits your day-to-day — every industry has its own page and demo.
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.
The billing composes itself from how you priced the work: one-time items become an invoice, dated or milestone items become a payment schedule, and recurring items become a subscription. Milestones sync to your calendar, and the lead is promoted to an active client. No re-keying anything.
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.
