Branded Proposal Tool
Send on-brand proposals and quotes in minutes — and see when they're read.
Create proposals that look like they came from you — not from a proposal SaaS. Pull pricing from a shared product catalog, track opens, collect digital sign-off, and attach the whole thing to the customer record in one click.
How Branded Proposal Tool works for you
Proposals live next to the contact and deal in your pipeline. Start from a template, pull the customer's details from the CRM automatically, pick line items from your product catalog, and the numbers — including Finnish VAT — calculate themselves. No re-keying, no broken formulas.
Every proposal gets a unique secure link. Send by email or share the link directly — the customer opens it in a browser, reads it, and signs digitally right there. No PDF email attachments lost to spam filters, no DocuSign round-trip.
You see exactly when the proposal was opened, which pages were read, and when it was signed. Opens trigger a dashboard alert so your follow-up timing is right — not seven days late because you were waiting on email silence.
Why this exists
Word PDFs look amateur
Formatting breaks between Mac and Windows. Logos render fuzzy. Your prospect screenshots the ugly version to their boss.
Dedicated proposal SaaS is €€€
PandaDoc and Qwilr start at $50/user/month — a full stack by the time your team has three people. For a deal you haven't closed yet.
Proposals live outside your CRM
You send a quote, then you lose it. Was it opened? Was there a follow-up? Did someone else already send a newer version? No one knows.
From setup to first lead in four steps
Pick a template
Start from one of our default templates or save your own. Everything is on-brand: logo, colours, fonts, footer.
Autofill from CRM
Pull the company and contact from your pipeline. Name, address, VAT ID, billing terms — all filled in automatically.
Add line items
Pick from your saved product catalog or type custom rows. VAT and totals recalculate as you edit.
Send, track, sign
Share the secure link or send by email. You see every open, every page scrolled, and the digital signature arrives in the deal record.
The teams getting the most out of this
For Consulting & Professional Services
Track every proposal you send against the same customer record where you manage retainers. No more guessing which version is live.
See solutionFor Marketing & Digital Agencies
Send agency proposals, retainer renewals, and upsells from a shared product catalog — with your brand, not a proposal SaaS watermark.
See solutionFor B2B Founders
A proper proposal tool before you can justify paying €50/user for PandaDoc. Grows with you to 5+ seats without re-platforming.
See solutionConcretely, on every plan that includes this
- Proposal templates with your branding (logo, colours, fonts)
- Shared product catalog with live VAT calculation
- Autofill from CRM — customer details, pricing, terms
- Secure links + email delivery with open tracking per page
- EU-legal digital signatures with full audit trail
- Attached to contact and deal records automatically
What people ask before they buy
Different positioning. Proposals is part of Leadsment — it pulls from the same CRM, the same contacts, and the same deal history. PandaDoc is a standalone product with extra integration work and its own user licenses. If you need a dedicated proposal platform, use PandaDoc. If you want proposals as part of the B2B stack you already use to find and work leads, use Leadsment.
Yes. VAT rates are configurable per line item, reverse-charge is applied automatically for EU B2B, and the final PDF includes all the required VAT IDs and footer text. The default setup works out of the box for Finnish invoicing; the same system handles other EU countries.
Yes. Our digital signatures are SES (Simple Electronic Signatures) under eIDAS — legally binding for commercial proposals and services agreements across the EU. For contracts that require QES (Qualified Electronic Signatures), the proposal tool can still collect an SES signature and you attach the QES separately.
Detailed answers
Which plan includes the proposal tool?
Today, the proposal tool is included in the Done-for-You plan. We're evaluating an add-on tier for smaller plans; join the waitlist from the demo call.
Can I build custom templates?
Yes. The editor supports custom sections, your own branding, and reusable blocks. Templates can be saved as drafts and duplicated per deal.
How is pricing calculated across line items?
Each line item has a quantity, unit price, and VAT rate. Subtotals, per-rate VAT lines, and the grand total recalculate automatically. Recurring items (monthly, annual) are supported with a preview of the first year's total.
Can proposals include multiple languages?
Yes. Each template supports multiple language versions — English, Finnish, Swedish out of the box, plus any you add manually. You pick the language when you generate the proposal; customer-facing fields translate automatically.
Does it integrate with my accounting software?
Signed proposals can push to accounting platforms via webhook. Direct integrations for Finnish accounting software (Procountor, Netvisor) are on the roadmap.
What if the customer prefers a PDF?
Every proposal can be exported as a fully-branded PDF at any time. Open tracking is limited on PDF delivery (you won't see per-page scrolls), but opens and downloads are still logged when the secure link is used.
Built to work together
Built-in CRM
A simple CRM that lives where your leads are found.
Learn moreEmail Sending & Inbox Integration
Connect your mailbox, send from your own domain, sync replies — all inside Leadsment.
Learn moreICP-Based Contact Enrichment
Find the right decision-makers at every company you identify.
Learn moreStop losing deals to a broken proposal process.
Book a 20-minute demo. We'll build a proposal template for your brand live during the call — so you can send your next quote straight out of Leadsment.