Collect client onboarding details online, now built into Proffa.
    Updates & status

    What is changing, and when

    Planned maintenance, what we have just shipped, and what we are working on next. Worth a look before you plan a busy proposal day.

    Maintenance windowsRelease notesRoadmap

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    Maintenance and downtime

    Planned work is announced here first, with the window in New Zealand time. We schedule it outside business hours wherever we can.

    Planned

    Scheduled database maintenance

    Proffa will be unavailable for up to 90 minutes. Proposals already sent stay open, but clients cannot sign during the window.

    Affects: Proffa app, Client signing links

    Recently resolved

    • Delayed proposal emails

      . Proposal and onboarding emails were delayed by up to an hour. No proposals or signatures were lost, and every delayed email was delivered.

    What we have shipped

    Everything below is live in Proffa now. Nothing here needs an upgrade or a new plan; it arrives in your account automatically.

    Client onboarding forms

    Collect the details and documents you need to start a client, in the same flow as the signature.

    • Drag-and-drop onboarding form builder with your own fields
    • File uploads and a digital signature on the form
    • Submitted answers are captured against the client record automatically
    • Reminders for forms that have not been returned

    Options and packages in proposals

    Give clients a choice inside one proposal, and let Proffa handle the maths.

    • Group services into options or packages the client picks between
    • Automatic subtotal, discount and tax on the selected option
    • The signed PDF records exactly which option was accepted

    Deals pipeline filters

    Find the work that needs attention without scrolling the whole board.

    • Active and overdue filters on the deals list
    • Deal value, expected close date and owner on every card
    • Sync a deal contact into a full client record in one click

    What is coming next

    Our current thinking, not a promise with dates attached. If one of these would change how your firm works, tell us and it moves up the list.

    Building now

    Reminders you control

    Choose when Proffa chases an unsigned proposal, and how many times, per template.

    Up next

    Xero contact sync

    Push a signed client straight into Xero as a contact, so the details are keyed once.

    Up next

    Team roles and approvals

    Require a partner to approve a proposal above a value you set before it can be sent.

    Exploring

    Proposal analytics

    See which proposals get opened, how long clients spend reading, and where they stop.

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    Ask us anything

    Start winning and onboarding clients with Proffa

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