Features
Client e-signatures
Propelio lets clients sign your proposals directly from their browser, on any device, without creating an account. Each signature is timestamped and tied to a sealed record of exactly what was agreed, giving you a clear audit trail from the moment a client accepts.
What you get with Propelio
Everything you need to get proposals signed without friction.
No client account required
Clients open a link, read your proposal and sign. Nothing to download, no password to set, no barrier between them and yes.
Full audit trail built in
Every signature records the signer's name, email, and a sealed fingerprint of exactly what they agreed to at the moment of signing.
Instant team notification
Your workspace receives an email the moment a client signs, so you can follow up while the conversation is warm.
Required pricing selections lock in
If your proposal includes a pricing table with required choices, clients cannot sign until they have confirmed their selection. That choice becomes part of the signed record.
Why it matters
The simplest way to get a proposal accepted.
Chasing a client to print, sign and scan a document back to you is one of the most avoidable frustrations in running a business. With Propelio, clients follow a link, read your proposal and sign directly on the page. No download, no account, no barrier between them and a yes.
Every signature automatically records the date, time and a secure fingerprint of exactly what was agreed, so you always have a clear record if anything is ever questioned.
- No client account required
- Full audit trail built in
- Instant team notification
- Required pricing selections lock in
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