Proposals & Contracts
Manage customer agreements.
Combine proposals and contracts with e-signatures and payment so you close deals in one flow.
OmniSuite
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What is Proposals & Contracts?
The business problem it solves
Manage customer agreements. Without it, the work that proposals & contracts handles tends to slip through the cracks — missed calls, forgotten follow-ups, and disconnected records.
Key benefits
- Connected flow
- E-signatures
- Payment attached
Three simple steps
Combine proposal and contract.
Customer reviews and signs.
Payment processes on acceptance.
Where it fits your business
How it connects with the rest of OmniSuite
Every feature shares one CRM, one inbox, and one automation engine — so actions flow across your business automatically.
Proposals & Contracts reads from and writes to the same customer records, calendars, and workflows as every other OmniSuite capability. When something happens here, the rest of your business responds automatically.
Related features
Frequently asked questions
Some Proposals & Contracts capabilities are included in standard plans, while others are add-ons, integrations, or services depending on your configuration. Availability is confirmed during onboarding.
Most features connect to others automatically inside OmniSuite. Some require a supported integration or provider — we'll disclose any setup, usage, or third-party requirements before you enroll.
Yes. Book a free demo and we'll walk you through a live demonstration using sample data, then recommend a configuration for your business.
Ready to put Proposals & Contracts to work?
Book a free demo and we'll show you this feature — and the connected system around it — using sample data.