Proposals That Convert. Signatures That Stick.
Create professional proposals from your catalog. Get legally-binding e-signatures. Stop wondering "did they see it?"
The Problem
Creating proposals takes forever. You're copying and pasting from old documents, rebuilding pricing tables, and formatting everything by hand. Then you email it and... silence. Did they open it? Did it go to spam? Are they comparing you to someone else?
And when they finally say yes? "Can you send me a contract?" Now you're sending another document, waiting for another signature, and tracking everything across email threads.
The FinOpps Difference
Build Once, Propose in Minutes
Your catalog holds your items, packages, and pricing. Creating a proposal is just selecting what the client wants and adding event details. No rebuilding from scratch.
Event Details Front and Center
Date, time, venue, setup requirements—everything the client needs to understand the scope, right alongside the pricing.
Legally-Binding E-Signatures
Clients sign directly in the proposal. No separate contract. No DocuSign. No "print, sign, scan, email back." One document, one signature, done.
Know When They're Looking
See when your proposal was viewed. Follow up with confidence instead of guessing.
Client Portal Experience
Your clients view and sign proposals in their own branded portal—not a generic email attachment. Professional from first impression to final signature.
The Flow
- Select items from your catalog
- Add event details (date, time, venue)
- Include terms and signature fields
- Send to client
- Track views and status
- Receive signature — proposal becomes a binding agreement
- Convert to invoice with one click when ready
FinOpps supports event vendor proposal software, e-signature for event businesses, wedding vendor contracts, proposal templates for decorators, electronic signature for small business, and event proposal and contract software.