Proposal Builder

Build Proposals That Move.
Send, Track, Accept, Sign.

Create client proposals, add pricing, share a secure client link, track viewed and accepted status, duplicate winning proposals, and connect proposal acceptance to signing workflows.

mamasign.com/products/proposal-builder

Website redesign proposal

Client link, total value, and workflow status

Viewed
ClientAcme Corp
Total amountMulti-currency totals
StatusDraft, sent, viewed, accepted
WorkflowProposal to signature
Share tokenSecure client portal

From Proposal Draft to Signed Client

MamaSign keeps proposal creation, delivery, tracking, and signing status in one workflow.

01

Create or upload

Build a proposal or upload a PDF proposal document for client review.

  • Proposal builder
  • Uploaded PDF proposal support
  • Client and pricing fields
02

Share with client

Send the proposal and give the client a secure portal link to review it.

  • Secure share token
  • Client portal route
  • Sent timestamp tracking
03

Track and sign

Track views, acceptance, decline, and contract-signed workflow status.

  • Viewed, accepted, declined
  • Signed workflow status
  • Activity timeline

Proposal Workflows With Real Status

The proposal dashboard is built around pipeline visibility: totals, statuses, activity, and follow-up.

View Tracking

See when a proposal moves from sent to viewed.

Acceptance Status

Track accepted, declined, and signed proposal outcomes.

Proposal Value

Show proposal totals by currency and calculate accepted value.

Duplicate Proposals

Reuse a proposal structure instead of starting from scratch every time.

Pipeline Filters

Filter proposals by draft, sent, viewed, accepted, signed, or declined.

Accept Rate

Dashboard cards summarize proposal count, win rate, total value, and won value.

Close the Step After Booking

Send the proposal, track client interest, and move accepted work into signing without leaving MamaSign.