A proposal that already knows it will become a program.
Blocks from your library, prices from your price book, margin in view for you and invisible to the client, and when they sign, the program exists. No retyping, no folder of PDFs, no second source of truth.
From the first block to a live program
Assemble
Cover, event and section blocks, headings, text, image, slideshow, gallery, video, audio, pulled from the Content Library or written in place.
Cost
Dual costing on every line: client price, operational cost, margin. Optional and hidden items, tax, management fee, named snapshots.
Send & watch
A branded, password-gated link with expiry. Open and view telemetry tells sales when to call: “viewed three times today” is a signal.
Sign & convert
E-signature with a full audit trail, countersign upload, and one click to create the operational program with the sold costing frozen as baseline.
Acceptance is an event in the database, not a meeting.
In most DMCs, a won proposal triggers a re-keying exercise: the itinerary into a spreadsheet, the costing into another, the vendor list into email. Here the accepted proposal is the program's starting state: events, services, costing and the client, carried over intact. The sold costing becomes the baseline Margin Defense watches, which is why margin drift can be traced to the change that caused it.
- Proposal Templates for the shapes you sell repeatedly
- Per-proposal branding: accent, text color, cover image
- Draft → sent → signed lifecycle with a searchable worklist
- Create the invoice from the same record
- Signed contracts indexed for Dispatch AI to answer from
- Included on every plan
Proposal questions
How does dual costing work?
Every line carries the client price and the operational cost side by side, with margin computed live. Line items can be optional (the client chooses) or hidden (internal only), and tax and management fee are first-class rows. The client link renders exclusively the client view: the cost column doesn't leave the tenancy.
Can we reuse content between proposals?
That's the Content Library: articles, products and packages authored once as rich blocks, with a price book carrying effective-from and effective-to validity windows. Proposals assemble from the library, so the October rate is the October rate everywhere it appears.
What does the client actually receive?
A branded link carrying your logo, colors and cover, optionally password-gated with an expiry, that reads like a designed document: covers, day-by-day events, galleries, video. At the end, a signature pad. You see open and view telemetry on your side.
Is the e-signature audit-grade?
Each signature records signer, date and time, IP address, device and a SHA-256 hash of the document as signed. You can upload the countersigned copy to the same record, and named costing snapshots preserve exactly what was agreed, revision by revision.
See it on your own programs.
A 30-minute walkthrough with the team, on data that looks like yours. Sales-led onboarding: we load your catalog, your vendors and your first programs with you.