Proposals & estimates
Send professional quotes that prospects can review, sign, and approve — with follow-up built in automatically when they go quiet.
A quote in an inbox isn't working for you.
Service businesses send quotes every day. Most of them are PDFs attached to emails, reviewed once, and never actively followed up. The prospect either replies or they don't, and there's no visibility on whether they even opened it before you sent the chaser.
EveryCatch proposals are sent with a trackable link. When the prospect opens it, you know. When they sign electronically, the pipeline moves automatically and the next workflow fires — invoice generation, appointment booking, or an onboarding sequence. When the quote goes quiet, a follow-up sequence runs without anyone setting a reminder.
Proposals, estimates, and service agreements all sit inside the same contact record as every other interaction. Nothing gets lost in a separate quoting tool or email thread that only one person can see.
Sent, tracked, signed — and the next step fires automatically
Proposal built from template or from scratch
Create a proposal directly from the contact record. Use a saved template for standard work or build a custom quote. Line items, pricing, and terms all editable.
Sent with a trackable link — opens logged
The prospect receives a link to view the proposal online. When they open it, you're notified. No more wondering whether they received it or whether it's sitting unread.
Prospect signs electronically — pipeline moves
The prospect signs directly in the browser. No PDF, no printing, no scanning. On signature, the pipeline stage moves automatically and the next workflow triggers.
If it goes quiet, follow-up fires automatically
If the proposal is viewed but not signed within a defined period, a follow-up sequence runs. SMS, email, or both — timed and written to prompt action without being pushy.
What's included
Reusable templates for standard services — edit per job or use as-is for quicker turnaround.
Know when the prospect opens the proposal. Open events logged against the contact record.
Prospects sign directly in the browser. Signed documents stored against the contact permanently.
Signature triggers an automatic pipeline stage update — and any workflow that stage is configured to fire.
Configurable follow-up sequence for proposals that are viewed but not signed within a set timeframe.
Approved proposals can trigger invoice generation automatically — one step rather than two separate tasks.
Quotes that close themselves — or follow up when they don't.
Book a discovery call and we'll show you how proposals connect to your pipeline, your automations, and your invoicing process.
Book a free discovery call 30 to 45 minutes. No obligation.Stop losing leads tonight.
EveryCatch responds to every new enquiry in under 60 seconds, around the clock, without anyone on your team having to lift a finger.
AI-powered lead engagement built for UK service businesses. Every lead. Every time.
