Proposals that become contracts, invoices, and onboarding without retyping.
FIRMA Proposals turn a pitch into operating work. When a client accepts, the proposal can become a contract, an invoice, and onboarding tasks, all linked to the same client record, so the sale and the delivery share one source of truth.
Create a proposal from the client record, send it, and track acceptance.
An accepted proposal becomes a contract, an invoice, and onboarding work without re-entering the client.
Work the pipeline by client, status, or value to see what is open and what just closed.
Proposals stay attached to the client, contract, and portal so context follows the work forward.
See sent, viewed, and accepted states, with reminders for follow-up.
Pipeline values and statuses reflect current state on load.
Proposals are issued under the right entity and convert into that entity contracts and invoices, so multi-entity operators keep clean separation while selling from one place.
It can convert into a contract, an invoice, and onboarding tasks linked to the same client record.
No. The client record carries forward from proposal to contract to invoice to portal.
Prepare, send, and track agreements as part of the client lifecycle, with version history and operational reminders.
Create, send, track, and connect invoices to payments, contracts, clients, and ledger review.
Book client work, coordinate follow-up, and connect time-sensitive work to billing and client communication.