Code Kits · Workflow Tools

Proposal and Approval Portal

Share an exact proposal revision and keep a record of the client decision.

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Planned · editable proposal and decision templates.

Planned · share revisions and record decisions.

Planned · role-based approval and export.

Planned proposal templates, revision history and client approval screen.

Client accounts and storage for live use. Payments and legally binding e-signature services are outside the planned kit.

This sample shows what you can evaluate before buying.

A feature and file list is available. An interactive preview is not ready.

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