Everything you need toclose deals faster
Powerful tools designed for professional services firms to streamline proposals, signatures, and client management.
2025
Founded
100%
Paperless
99.9%
Uptime
4.9/5
Rating
Six powerful modules, one platform
Everything works together seamlessly to transform your client engagement workflow.
Client Management
Centralized client records with engagement history, contact details, and document tracking all in one place.
Client Management
Centralized client records with engagement history, contact details, and document tracking all in one place.
Service Configuration
Flexible pricing models with recurring billing options and reusable service templates.
Engagement Templates
Professional templates with dynamic content fields and consistent branding across all proposals.
Proposal Management
Generate, send, and track proposals with real-time status updates and delivery confirmations.
Client Portal
Seamless experience for clients to review proposals, ask questions, and approve with confidence.
Digital Signatures
Legally-binding e-signatures with audit trails, timestamps, and compliance documentation.
From proposal to signature in 4 steps
Streamlined process that saves you hours every week
Create
Build proposals using templates with your branding and pricing
Send
Share instantly via email or unique client portal link
Track
Monitor views, engagement, and get real-time notifications
Sign
Collect legally-binding signatures in minutes, not days
Transform your client engagement
Built for professional services firms who want to modernize their workflow without the complexity.
Lightning Fast
Create and send proposals in under 5 minutes
Enterprise Security
Bank-level encryption and SOC 2 Type II compliance
Save Hours Weekly
Automate repetitive tasks and focus on your clients
Legal Compliance
ESIGN and UETA compliant digital signatures
Without Proffa
- Manual document creation
- Email back-and-forth
- Print, sign, scan
- No visibility on status
- Lost proposals
- Hours of admin work
With Proffa
- Templates in seconds
- One-click delivery
- Digital signatures
- Real-time tracking
- Organized dashboard
- 8+ hours saved weekly
Solutions for every professional service
Whether you're in consulting, legal, finance, or creative services, Proffa adapts to your unique workflow and compliance requirements.
Consulting Firms
Create detailed consulting proposals with scope of work, milestones, and retainer agreements.
Legal Services
Generate engagement letters, fee agreements, and legal service contracts with compliance.
Accounting & Finance
Professional audit proposals, tax service agreements, and financial advisory contracts.
Creative Agencies
Design proposals, branding packages, and creative service agreements with visual elements.
Real Estate
Property management agreements, listing presentations, and buyer/seller contracts.
Healthcare
HIPAA-compliant patient agreements, service contracts, and healthcare proposals.
Frequently Asked Questions
Everything you need to know about Proffa's features and capabilities.
How does digital signature work?
Our e-signatures are legally binding and comply with ESIGN, UETA, and eIDAS regulations. Each signature includes a complete audit trail with timestamps, IP addresses, and identity verification.
Can I customize proposal templates?
Yes! Create unlimited custom templates with your branding, dynamic fields, pricing tables, and rich content. Templates can be cloned and modified for different services or clients.
How do clients view and sign proposals?
Clients receive a secure link via email. No login required—they can view, comment, negotiate, and sign proposals from any device. You get notified of every interaction.
Is my data secure?
Absolutely. We use bank-level 256-bit encryption, SOC 2 Type II compliance, and enterprise-grade security. Your data is backed up in real-time across multiple secure locations.
Can I integrate with other tools?
Yes, Proffa integrates with popular CRMs, accounting software, and productivity tools. We also offer API access for custom integrations on Business and Enterprise plans.
What support is available?
All plans include email support. Professional plans get priority support, and Enterprise customers receive dedicated account managers and 24/7 phone support.
Trusted by professionals worldwide
4.9/5 rating from 500+ reviews
"Proffa has completely transformed how we handle client engagements. What used to take hours now takes minutes."
Sarah Chen
Partner, Chen & Associates
"The digital signature feature alone has saved us countless hours. Our clients love how easy it is to sign proposals."
Michael Torres
CEO, TechFlow Consulting
"Finally, a proposal tool that actually understands what professional services firms need. Highly recommended!"
Emily Watson
Director, Watson Advisory
Ready to transform your business?
Join professionals using Proffa to streamline their client engagement since 2025.