Proposals your clientssign in minutes.
From the first enquiry to a signed, onboarded client. Your pipeline, proposals and onboarding live in one calm workspace.
- 14-day free trial, no credit card
- Built on Microsoft Azure
- Auckland, New Zealand
No login
Clients review and sign on any device
Minutes
From a blank draft to a sent proposal
One place
Pipeline, proposals and onboarding together
14 days
Free trial, no credit card required
Everything you need to win and onboard clients
One place for your pipeline, proposals, e-signatures and client onboarding. From the first enquiry to a signed, onboarded client.
Automated client emails
Proposals, onboarding links and reminders sent for you.
Reminders & follow-ups
Nudge clients who haven't signed or onboarded, in one click.
Built on Microsoft Azure
Reliable hosting with secure storage for your documents.
Ready to see it on your own proposals?
Start free trialOne workspace for the whole client journey
Each part of Proffa connects to the next, so an enquiry becomes a proposal, a signature, and an onboarded client without ever leaving the platform.
A pipeline that captures every enquiry
The moment a client calls or emails, create a deal. Proffa tracks it through clear stages, flags what is overdue, and shows the value and owner of every opportunity.
- Stages from Open to Won, updated as you send proposals and onboarding
- Active and overdue filters so nothing is forgotten
- Deal value, expected close date and owner on every card
- Sync a deal contact into a full client record in one click
Proposals built in a guided wizard
Build a proposal step by step from the services you offer. Group them into options and packages your client chooses from, and let Proffa handle the maths.
- Pull services straight from your saved templates
- Offer options and packages clients pick between
- Automatic subtotal, discount and tax
- Terms and engagement letters auto-filled with client details
- Publish and email a secure link in one step
Signed online, onboarded without paperwork
Clients review and sign on any device with no login. Then collect everything you need to take them on with a branded onboarding form.
- Sign on any device, accept or decline, get a signed PDF
- Drag-and-drop onboarding form with file uploads and signature
- Secure link emailed to the client, with reminders
- Submitted details flow into the client record automatically
Built for professional services firms
If you win clients with proposals and bring them on board with paperwork, Proffa is built for the way you work.
Accountants & tax firms
Send engagement proposals, collect signatures, and onboard clients with the details and documents you need for compliance.
Bookkeepers
Package your services, agree scope and price up front, and start new clients without the back-and-forth.
Consultants & advisors
Turn enquiries into signed engagements with proposals that present options and pricing clearly.
Agencies
Win projects faster with proposals clients sign online, then onboard them with a branded intake form.
From first enquiry to onboarded client, in three steps
Proffa keeps the whole journey in one calm workspace, so nothing slips between the cracks.
Start your first proposalCreate and send
Build a proposal from your saved services, set pricing and terms, then send it to your client in minutes.
Client reviews and signs
Your client opens a secure link, reviews the proposal on any device, and signs online. No account, no printing.
Onboard and get started
Send a branded onboarding form to collect everything you need. The details flow straight into the client record.
Explore Proffa before you buy
Use our demo account to click through the real product, no sign-up required. Create deals, build proposals, sign online and send an onboarding form, just like a paying customer.
- A fully set-up account with example data
- Nothing to install, no sign-up needed
- See the whole workflow, deals to onboarding
Demo account
demo@dragonhill.ai
Password
demo@123
Please do not store real client data in the demo. It is shared and may be reset periodically.
Questions, answered
Everything you need to know about getting started. Need more? Our team is happy to help.
Talk to our teamNo. Your client opens a secure link and reviews and signs the proposal on any device, with no login or password. Everyone receives a signed PDF.
Configure your services, branding and templates once, and you can build and send your first proposal in minutes. After that, every new proposal reuses what you set up.
Yes. You can group services into options and packages inside a proposal, and the client selects the one they want before signing.
The status updates to signed and everyone gets a signed PDF. You can then send a branded onboarding form to collect the details and documents you need to take the client on.
Yes. You can start a 14-day free trial with no credit card required, and cancel any time.
Proffa is built on Microsoft Azure, with secure cloud storage for your documents and data.
You are about to put your client contracts in here. Here is who we are.
A real company, with an address
Proffa was founded in 2025 and is built in Auckland, New Zealand, from 19e Blake Street, Ponsonby.
About usYour documents stay yours
Client data and signed proposals are stored on Microsoft Azure. Our privacy policy sets out exactly what we hold and why.
Read the privacy policyNo lock-in, no surprises
A 14-day free trial with no credit card. Published prices, monthly billing, and you can cancel any time.
See pricingPeople who answer
Email support@dragonhill.ai and a person replies. We are online Monday to Friday, 9am to 5pm New Zealand time.
Contact usStart winning and onboarding clients with Proffa
Create your first proposal today. It takes minutes to set up, and your clients can sign without ever logging in.
Translate