AUTOMATED PROPOSAL SOFTWARE Make it easy for your prospects to say yes.
Put your scope, price, and next step in one branded proposal.
Share the link. Know when it’s opened. Keep the deal moving.
Don’t just send a proposal.Make an impression.
Start with a first impression.
A branded introduction, made for the person opening it.
Case Study: ClientYes powers interactive proposals for Sketch My Roof, Inc., an insurance technology and measurement company.
OUR PROPOSAL TO YOU
Let’s make the pitch a little easier.
You’ve had the conversation. You understand the job. Now give your prospect a clear reason to choose you: a thoughtful plan, a transparent price, and a proposal that looks like your business.
ClientYes keeps that story together, from the first page to the next conversation. Your client gets the whole picture. You can see when it’s opened and keep their response with the proposal.
Read a complete proposal03 / A FEW DETAILS
Good questions.
Clear answers.
Getting to know ClientYes?
Here’s a good place to start.
Who is ClientYes for?
Businesses that send a proposal or quote after talking with a prospect. ClientYes focuses on presenting the work, its price, and the next step, then keeping track of the response.
Is ClientYes available today?
ClientYes is in early access. The studio brings proposal editing, saving, sharing, and client responses into one workspace. We are developing it closely with early users.
Can I use my own brand and pricing?
Yes. Add your business name, write your content, upload photographs, and set the scope and pricing. Drag the proposal sections into the order that works for your pitch.
What about signatures and payments?
Clients can review a shared proposal and send their interest in moving forward. Electronic signatures, payment collection, and paid plans are still in development.
Will clients be able to get a PDF?
Yes. Open a shared proposal and choose Print / save PDF to keep a copy through your browser.
How much will ClientYes cost?
Early access is free. Our planned monthly plans are Starter at $29, Studio at $49, and Pro at $149 with AI agents and advanced tools. Explore the plans
YOUR NEXT GREAT CLIENT RELATIONSHIP
Make your next proposal
an easy yes.
Start with your brand. Add your scope and price.
Send something you’re proud to put your name on.
No card required.
What our clients say
This ERP revolutionized our operations, streamlining finance and inventory. The cloud-based platform keeps us productive, even remotely.
Implementing this ERP was smooth and quick. The customizable, user-friendly interface made team training effortless.
The support team is exceptional, guiding us through setup and providing ongoing assistance, ensuring our satisfaction.
This ERP's seamless integration enhanced our business operations and efficiency. Highly recommend for its intuitive interface.
Its robust features and quick support have transformed our workflow, making us significantly more efficient.
The smooth implementation exceeded expectations. It streamlined processes, improving overall business performance.
Our business functions improved with a user-friendly design and positive customer feedback.
They delivered a solution that exceeded expectations, understanding our needs and enhancing our operations.
Using this ERP, our online presence and conversions significantly improved, boosting business performance.