Proposals & Estimates
Build scoped proposals with optional add-ons, send one link, and collect an e-signature.
Build a proposal
Tour the proposal builder, from line items and add-ons to client pricing, discounts, and optional sections.
Use the AI proposal assistant
Draft a proposal's overview, line items, and pricing from the intake brief, then review before you send.
Estimates vs proposals
When to send a ballpark estimate versus a signed proposal, and how to convert one into the other.
Send a proposal and track opens
Send by email or link, see when your client opens it, and update a proposal after it's been sent.
How clients accept and e-sign
What your client sees when they open a proposal, how they sign it, and what happens once they accept.
Change orders after acceptance
Add scope after a proposal is signed, send it to your client for approval, and bill it separately.
Proposal expiration and stalled deals
Set an expiration date, see what a client finds when it passes, and let FirstSlate follow up automatically.