MountDev Ops Proposals Features

See every proposal you may view with its client, status, and when it was sent or answered.

Start a proposal from a deal or a copy, with sections, products, prices, and notes.

Lay out the work as dated steps and milestones that start the day the client accepts.

Set how the one-time amount is paid, with your usual split or a different one for this proposal.

Every sent version is kept, and you can download a PDF of any of them.

Write sections once and add them to any proposal.

Build proposals from your Subscriptions products or your own price lines.

Email a private proposal link, with a minute to undo before it goes out.

A project manager approves a draft, and it sends at your next opening.

Take back a proposal that is waiting on the client, then revise and send it again.

Remind clients who have not answered, from the proposal owner, during your business hours.

Clients read your proposal on a private page and see prices only if you allow it.

Clients accept or decline online, confirm their email with a code, and sign with their name.

An acceptance can move the deal, start a contract, add services, and invoice each payment.

Clients can add a bank account as they accept, so the first payment is ready.

A client can ask for a new proposal after one expires, and your team is told.

Set numbers, dates, the From address, the payment schedule, signing wording, and what happens on an answer.

See the emails Proposals sent or will send, including the reminders coming up.