Everything you need to win and onboard clients
One connected platform for your pipeline, proposals, e-signatures and client onboarding. From the first enquiry to a signed, onboarded client.
Pipeline
Track every enquiry through to Won
Guided
Build proposals step by step
No login
Clients sign on any device
Onboarding
Collect details with a secure form
A pipeline that captures every enquiry
The moment a client calls or emails, create a deal and never lose track of it. Watch every opportunity move from first contact to a signed, onboarded client.
- Clear stages from Open through to Won and Lost
- 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
Reviewed and signed online, on any device
Your client opens a secure link and signs without an account. Accept or decline, and everyone receives a signed PDF for their records.
- No login or password for your client
- Works on phone, tablet and desktop
- Accept or decline, with a signed PDF on completion
- The deal stage updates automatically as they respond
Onboard new clients without the paperwork
Build your own onboarding form, send a secure link, and collect everything you need to take a client on. Their answers flow straight into the client record.
- Drag-and-drop form builder with the fields you choose
- File uploads and a digital signature
- Secure link emailed to the client, with reminders
- Submitted details captured against the client automatically
Every client in one place
Keep contact, company, address and status together, and generate engagement and client letters from templates, personalised for each client.
- A single record for each client
- Engagement and client letter templates
- Letters auto-filled with the client's details
- Download or email finished letters
Set up once, reuse everywhere
Configure your services and prices, templates, branding and team roles once. Everything you set up flows into every deal, proposal and letter.
- Service templates grouped by category
- Your logo and details on every document
- Role-based permissions for your team
- Reusable letter and onboarding templates
Start 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.
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