Proposals | ClientManager.io
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Impress Your Clients With Professional Proposals

Easily create good-looking, professional proposals in minutes with ClientManager.

PROPOSALS

HOW IT WORKS

Impress your clients from the beginning with fast and professional proposals

1

Create Or Upload Proposals

You can decide if you want to create or upload a proposal you already have in pdf format.

2

Select Client

Choose the client in your workspace you want to prepare the proposal for.

3

Send And Track Proposal

Keep track of your proposal status in the dashboard.

Create Or Upload Proposals

Build your high-quality proposals with an easy to use proposal builder in minutes.

Select Client

Customize your proposal by selecting the client you want to prepare your proposal for in the proposal builder.

Send and Track Proposals

Keep track of what's happening to your proposal and what the next step need to be. Be on top of your projects.

Explore ClientManager's Features

Proposals

Create proposals with e-signing and send a URL to the client to sign.

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Contracts

Create contracts with e-signing and send a URL to the client to sign.

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Invoices 

Create once-off and recurring invoices in under 5 minutes.

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Tasks

Manage projects with ease. Like Trello + Notion having a baby.

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Team Collaboration

Tag and assign team members to tasks and clients.

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Client Dashboard

All you need to manage each client, in one simple dashboard.

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Client Onboarding

Send a URL to your client to get their information.

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Time Tracking

Track your time per task to ensure you're profitable.

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Calendar Dashboard

Clean calendar dashboard to get a bird's eye view of events/tasks.

Learn More

Onboard & manage your clients with ease.

Take control of your business. Save time and money - and actually enjoy the process, with ClientManager.

GET STARTED TODAY

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