Features

Interactive Proposal Builder

Create proposals with selectable service options. Clients can choose services, adjust quantities, and see real-time total calculations as they make selections.

Selectable service options
Real-time price calculations
Quantity selectors
Required option marking
One-time fee support

Options Library

Build a reusable library of service options that can be quickly added to any proposal. Save time and maintain consistency across all your proposals.

Reusable service options
Quick add to proposals
SKU and quantity unit tracking
Category organization
Bulk management

Invoice Ninja Integration

Seamlessly integrate with Invoice Ninja to automatically create invoices when proposals are accepted. Support for one-time and recurring invoices.

Automatic invoice creation
Recurring invoice support
Bidirectional client sync
Webhook integration
Real-time synchronization

Client Management

Dedicated client post type with full synchronization between WordPress and Invoice Ninja. Manage all client information in one place.

Custom client post type
Bidirectional sync
Automatic sync scheduling
Manual sync controls
Sync direction control

Email Notifications

Automated email notifications with customizable templates. Send professional emails when proposals are sent, accepted, or declined.

Customizable email templates
Rich text editor
Template preview
Brevo SMTP integration
Automated sending

Reminder System

Automated reminder emails based on proposal expiration dates. Never miss a follow-up with your clients.

Automatic reminders
Expiration-based triggers
Customizable reminder content
Reminder diagnostics
Testing tools

Access Control

Dual access methods for proposals. Use secure token-based links or client login portals for maximum flexibility.

Token-based access
Client login portal
Secure access links
Access logging
View tracking

Terms & Conditions

Configure separate terms and conditions for single and recurring invoices. Clients must accept terms before accepting proposals.

Separate terms for invoice types
Rich text formatting
Required acceptance
Customizable content
Professional presentation

Dashboard Widget

Get an overview of your proposal statistics, pending proposals, and sync status right from your WordPress dashboard.

Proposal statistics
Pending proposals list
Sync status indicators
Quick access links
Real-time updates

PDF Generation System

Generate professional PDF documents from your proposals with extensive customization options. Multiple template designs, brand colors, typography settings, and more.

Four professional PDF templates
Customizable branding (logo, colors, fonts)
Page size and orientation options
Content visibility controls
PDF caching for performance
Batch PDF generation
Email PDF attachments

Proposal Versioning

Complete version control system for proposals. Track all changes, compare versions, restore previous versions, and maintain a full audit trail.

Automatic version creation on save
Version history with notes
Side-by-side version comparison
One-click version restore
Version export as PDF
Configurable version limits
Auto-cleanup of old versions

Digital Signatures

Allow clients to digitally sign proposals when accepting them. Capture signatures via drawing or typing with full legal audit trail.

Canvas-based signature drawing
Typed signature support
Signature validation
Legal audit trail (timestamp, IP, user agent)
Signature display on accepted proposals
Mobile-friendly signature capture

Multi-Currency Support

Support for 20+ currencies with configurable formatting. Set default currency globally or per-proposal with proper symbol positioning and separators.

20+ supported currencies
Per-proposal currency selection
Configurable currency formatting
Symbol position customization
Invoice Ninja currency integration
Automatic currency mapping

Multi-Language Support

Per-proposal language selection with automatic locale switching. Support for all WordPress languages with proper localization.

Per-proposal language selection
Automatic locale switching
All WordPress languages supported
Localized JavaScript strings
Currency formatting per language
RTL language support

Proposal Template Library

Create reusable proposal templates for faster proposal creation. Save time by applying pre-configured templates with categories and quick access.

Reusable proposal templates
Template categories
Save proposals as templates
Apply templates to new proposals
Template preview
Template duplication
Premium feature

Client Portal

Full-featured client portal with an enhanced dashboard, documents, invoices, messages, profile, and proposals. Clients access everything in one place with WordPress user account linking.

Enhanced dashboard and views
Proposal access and viewing
Invoice viewing and PDF download
Client messages system
Document management (block-editor friendly)
User account linking
Multiple contact support

Enhanced Analytics

Comprehensive view history tracking with detailed statistics. Track who viewed proposals, when, and how many times for better insights.

Complete view history tracking
View statistics dashboard
Unique visitor tracking
Access type breakdown
First and last view dates
IP address and user agent logging