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From Quote to Signed Contract in One Click

Creating proposals shouldn't take 30 minutes. Auto-generate from deal data, get e-signatures, and collect payment — all in one flow that cuts close time from a week to 48 hours.

Atellier Team
1/5/2026

Your client says "I love it, let's do it." What happens next? In most shops: you manually create a PDF, email it, wait for a signature, send a payment link, wait for payment, then update your CRM. That's 30 minutes of admin for a 30-second decision.

Atellier turns the moment of "yes" into an instant, frictionless workflow.

The Old Way (5-7 Steps)

  1. Calculate the price manually (or with a spreadsheet)
  2. Create a PDF proposal in Word or Canva
  3. Email it to the client
  4. Wait for them to print, sign, scan, and email back
  5. Send a separate payment link
  6. Wait for payment confirmation
  7. Manually update your CRM with the deal amount

The Atellier Way (1 Click)

  1. Generate proposal — Click "Create Proposal" on the deal. Pricing, specs, and terms auto-populate from the deal record.
  2. Client receives a beautiful, signable proposal — Digital signature + integrated payment in one step
  3. On signature + payment — Deal stage auto-updates to "Proposal Signed," amount is confirmed, factory order preparation begins

Speed to contract is a competitive advantage. The first shop to send a polished, signable proposal wins the deal 78% of the time.

What's Included in Every Proposal

  • Itemized pricing — Base price, feature add-ons, installation, and total — all transparent
  • Design mockup — The approved visual attached directly to the proposal
  • Terms and conditions — Your standard terms, customizable per organization
  • Digital signature — Legally binding e-signature, no printing required
  • Integrated payment — Deposit or full payment collected at signature via Stripe

Stop losing deals to slow proposals. From quote to signed contract in one click.

proposals
sales
payments