Turn your prospects into repeat customers with professional proposals that encourage trust. When people like you, they'll listen to you. When they trust you, they'll work with you.
Templates and dynamic content makes it incredibly fast efficient to create proposals.
Mange your proposals your way using custom fields, filters, grouping and more.
Proposals are linked to everything else, including contracts, invoices, timesheets and projects.
Automagically create projects, invoices and more when proposals are signed.
I’ve been a happy Plutio customer since 2018. Then and now, Plutio has helped me keep my projects organized and effortless. My clients love it too - they feel more important and involved than ever before.
From design to localization preferences, everything you need to create on-brand proposals that create trust and increase sales.
Easily customize every aspect of your proposals to match your company's brand.
Instantly create a proposal from a template or create one using our intuitive drag and drop editor.
With powerful built-in features, workflows, integrations and automation, there's no software that can accomplish what Plutio can.
Inject dynamic content from your business, your prospect's business, or somewhere else.
Add custom fields like project type that can be used as dynamic content on any proposal.
Automatically create invoices and projects once a proposal is signed. Use prebuilt templates or your own.
Accomplish it all with our powerful API. Automatically send proposals based on any trigger.
Plutio Proposals were designed from the ground up to be easy to use for both businesses and their customers.
Clients can easily approve and sign proposals with legally binding online signatures.
Always know the status of your sent proposals and get notifications once they're opened and signed.
Share proposals with anyone without having them to signup or login.
Attach proposals to projects so you could keep track to where they belong.
Ready to Sign On New Clients?
Manage projects, communicate and collaborate in real-time, share files, create proposals, get paid and automate your workflow - all from one app.
Plutio Proposals comes with dozens of tools to make you more productive. Integrated with the entire Plutio suite, Proposals let you accomplish anything.
Get smart notifications any time a prospect opens and/or signs a proposal.
Add products, deliverables, or any other item in your proposals and save them as templates for future use.
Automatically create projects and invoices upon the signing of a proposal.
Include a legally-binding contract as part of any proposal and require it as part of the signing process.
Each proposal can have its own language, currency, and date format for a personalized experience.
Increase urgency by requiring a signature prior to a proposal expiration date.
Putting it simply, it's just a proposal to provide services to someone. It can be used for creative, construction, and many other types of services.
To create a business proposal, go to the proposals page and click New. Select a template or start from scratch. Choose your client or add a new client and click send.
Yes. All you need to send a proposal is the client's basic contact details. Choose a template (or start from scratch) and click the send button.
The send proposal button within Plutio will automatically email your client a link to the proposal. Optionally, you can also copy the link and send it yourself.
Every industry has it's own norms so Plutio comes with tons of proposal templates so that you have an easy launch-point.
While there's a lot of room for variation, all business proposals should include your company information, the services you are proposing, and a price for services.