Case Study ยท Proposal, contract, and e-signature platform
Proposals
Proposals is a platform for creating, sending, and closing custom project agreements. A client receives one polished link that holds the scope of work, the legal terms, a signature step, and payment, while the sender sees exactly how the client is engaging.
The Challenge
Where it started.
Custom project deals usually bounce between a document editor, a separate e-signature service, email threads, and an invoicing tool. Every handoff is a chance for the deal to stall.
The requirement was a single flow covering scope, protection, signature, and payment, with real visibility into client engagement.
What We Built
The platform.
Scope of work builder
Deliverables, phases, and milestones laid out clearly for the client.
Legal agreements
Standard protective terms attached to every proposal.
Engagement tracking
See when a proposal is first opened, how often, and for how long.
E-signature
Legally binding signatures captured inside the proposal itself.
Flexible payments
Deposits, payment plans, and phase based billing through Stripe.
Print ready records
Clean printable copies of every signed agreement.
Architecture and Security
- Tokenized client links with no account required for the signer
- Signature and acceptance records retained for every agreement
- Payment processing handled by Stripe, never stored on our servers
- Authenticated workspace for the team creating proposals
The Outcome
Clients review, sign, and pay in one sitting.
Senders know which deals are warm before they follow up.
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