The Best Proposal Software + Estimates [Free Templates]

The Best Sales Proposal Software to Quickly Close More Sales

Get Docs e-Signed in Advance
Powerful, Simple e-Waiver Forms
Complex Sales Proposals
If-then Branching Logic
PDFs
Exportable CSV Data

Executive Summary

You can e-signed docs over the web or in person on a kiosk, tablet, phone, or computer. Your e-waivers allow you to embed webcam photos and use if-then logic. You can create sales proposals that are as complex as you need them, and you can get signed PDFs right to your email. You can export your data, and even get customized configurations. Our e-sign technology lets you get contracts, waivers, and more signed by the hundreds, thousands, or even millions.

1. Create Customizable Docs

Create sales contracts, e-waivers, forms, and more that you can completely customize within minutes.

2. Auto-Create Shared Workroom

When your docs get e-signed, they create a social shared workroom between you and your signer(s) that you easily search, add notes to, and more.

3. Integrate with SwiftCloud Tools

Decide which tools best suit your needs. Get payments, e-commerce, invoices, contract management, and more.

We know that the future of sales lies in automation and our software reflects that. Our dynamic features can save time by allowing you to set approval rules with defined roles (like when a manager needs to sign-off on a proposal), a social shared workroom, and options for automatic notifications.

Potential sales can be lost if too much time is given between a proposal and a contract. So, stop chasing down your sales. Instead, increase them by getting new clients and customers their customized, interactive proposals in minutes — and then get them to e-sign before you're ever even off the phone.

Our reusable templates allow your sales to make beautiful proposals in no time at all. Our drag-and-drop interface makes it easy to include images, videos, pricing, and more. Save your sales team time and give them the tools they need to not only generate proposals but also complete the sale.

It's easy to get started and we can help with whatever you need. Everything is handled electronically so there's no more need to deal with the hassle of paperwork getting damaged or misplaced. Everything is right there at your fingertips.

Easily Clone Powerful Sales
Proposals

Our Shared Social WorkRooms

All electronic signature docs will auto-create a Social Shared Workroom. This is a cloud-based folder and collaboration workroom shared between you and the signer(s). Add private notes or comments, store files, complete information forms, upload and download docs, e-sign bundles of related docs, and much more. All workrooms have a time-stamped history of the file, sharing and permission tools to add or remove people, and commenting tools to easily see account history. Each party gets a PDF of their e-signed docs right to their email.

Integrated to SwiftCloud & Ready to Grow your Business

Dive into the SwiftCloud ecosystem for automatic options for payments, e-commerce, invoices, sales contract management, external integration and more. Utilize easy to use tools such as envelopes for multiple documents, multi-party signatures, file export, notifications, and more. export all signed documents to your system and trigger automation for marketing, sales, accounting, and task management for real-world results.

SwiftCloud Sales Proposal Software Made For You

Create Beautiful Proposals in Minutes

Create good looking proposals that are customized with your branding and colors within minutes. Make them as complex as you need them to be, or as simple as the sale itself. Save templates for instant reuse that you can easily change the data in to fit your quote.

Easy, Instant Electronic Signatures

Turn any document into a secure, signable, and legally binding form that you can complete over the web using a computer, tablet, or smartphone.

Action Based, Human-First Design

Rely on software that conforms to you and your business. Customize labels and get crystal clear guidance for the next step of any sale and put your systems on autopilot.

Guaranteed Value Investment

We aren't happy unless you're happy. Our software should give your company 100% ROI — in fact, we guarantee all service for 60 days with an unconditional money-back guarantee.

Let’s get started.

What sales proposal do you want to create?

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Frequently Asked Questions

Are electronic signatures legally binding?

Yes! Electronic Signatures are 100% legally binding in nearly every jurisdiction around the globe, including the U.S. and E.U.

Furthermore, electronic signatures are actually MORE difficult to forge than a traditional ink signature, because of the digital “fingerprinting” left at time of signature.

For all paying accounts, expert witnesses are available for court appearance or deposition in the highly unlikely event enforcement assistance is needed.

Each e-Signature done on the Swift Signature platform also carries an audit trail, and optional SwiftCloud-account security requirements.

For some exciting reading, we encourage you to review specific laws for your area, such as…

United States: ESIGN Act of 2000, UETA (Uniform Electronic Transactions) Act European Union: Electronic Signatures Directive of 1999 & 1993 Various other countries

UPDATED: Country-specifics list started:

Brazil

Practically speaking, enforcement for most civil contracts requires a subscriber’s willingness to sue and take the matter to court. For our part, we are frankly looking forward to making a few examples of anyone attacking the status and legal authenticity of the signatures, and have a lot to gain (both publicity as well as direct financial damages) by proving this matter.

To aid in enforcement, we have available both expert witnesses and attorneys, and in addition have substantial safeguards in place not ...

What exactly is if-then logic and how can it help?

If-then logic can ask questions and offer information based on the answer. For example, if your user clicks option X, they will be prompted to answer option Y. If they do not select option X, the system will not prompt them to answer option Y. This keeps your waivers simple, clean, fast, and detailed.

Can I collect payments with e-signatures?

Electronic Signature & Payment is easy.

In short, you have two options:

Get Money then e-Signature or Get e-Signature then Money

Either is fine and which option is right for you depends on the nature of your sale. If you have a smaller amount to collect (and thus more frequent), we recommend collecting money first, then getting signature.

If you have a higher dollar amount, the value of the contract is increased but the contract is usually not in force until consideration (aka payment) is made and thus for more complex contracts you probably want the contract signed first.

Either is fine, and there’s no real wrong answer – in the end, the result is the same – you need both.

To setup e-signature then payment via paypal, create your form as usual (at http://swiftcloud.io/form/create-form ) and on the right side you’ll see some options under “User Flow” like this:

There you can choose an e-commerce product or service to auto-redirect the user after signature for payment. In this example, the user will flow from (1.) Your website, to >> (2.) the signature page, then >> (3.) payment page, then (4.) back to your site for a receipt and thank you ...