Part of CRM Business Hub

Offers & Proposals

Send smart proposals your clients can approve online

Offers & Proposals

With KIMISUITE CRM Business Hub, creating and sending professional offers has never been easier. Generate digital proposals in minutes and share them as secure links — no PDFs lost in inboxes, no back-and-forth confusion. Your clients can view the offer, comment directly on it, select or reject individual items, and approve everything with a single click.

Digital signing is built right in. Clients sign with a secure token — no extra software, no complicated setup required. A timestamp is automatically generated for every approved offer, giving you full traceability and legal confidence. Every interaction is logged so nothing slips through the cracks.

Once a proposal is approved, it doesn't just sit there. Convert it seamlessly into a project, invoice, or task within KIMISUITE — keeping your entire workflow connected and automated from first contact to final payment.

Key Benefits

1

Faster deal closure — clients approve proposals online in one click, eliminating slow email exchanges

2

Legally traceable — automatic timestamps and digital signatures ensure full audit trails for every deal

3

Less manual work — approved offers convert directly into invoices, projects, or tasks with zero re-entry

4

Professional client experience — interactive proposals with item selection and commenting build trust and clarity

Use Cases

Freelancers

Freelancers can send polished, professional proposals to potential clients in minutes. Clients review and approve online, sign digitally, and the job can be converted to a task or invoice automatically — saving hours of admin work per project.

Small Businesses

Small business owners can manage their entire sales proposal workflow in one place. Send offers, track client responses, collect digital signatures, and turn approved proposals into invoices — all without switching between tools.

Agencies

Agencies handling multiple clients and complex scopes can break proposals into selectable items, letting clients choose what fits their budget. With timestamps and digital sign-off, approvals are documented and projects can launch immediately.

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FAQ

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Manage Clients, Offers & Sales in One System