Proposal & E-sign
Generate a branded proposal, preview, and send for signature with tracking.
Branding & template
Choose template, theme, locale, and add a cover note.
Proposal template
Changing template updates the preview instantly (static demo).
Brand theme
Pulled from account + region defaults with override.
Language / locale
Cover letter snippet 0/480
Variables supported: {{AccountName}}, {{QuoteTotal}}, {{StartDate}}
Proposal preview
PDF-like preview with inline edits for allowed fields.
v3
Edit terms
Healthcare — Security & Compliance Proposal
Nimbus Health • Quote Q-10493 • Generated Dec 11, 2025
Section: Pricing
| Item | Qty | Term | Unit | Total |
|---|---|---|---|---|
| Platform Core | 450 | 12 mo | $68.00 | $367,200.00 |
| Data Retention Add-on | 1 | 36 mo | $1,200.00 | $1,200.00 |
| Premium Support (Gold) | 1 | 12 mo | $6,500.00 | $6,500.00 |
| Total | $405,580.75 | |||
Section: Key terms
Payment terms: Net 30
Data residency: US
Section: Signatures
Customer signer
Change summary: v3 generated after pricing exception approval • locks v2 as immutable.
Scroll/zoom represented as a static panel in this prototype.
Send for e-sign
Add recipients, compose email, set reminders and expiration.
Signer
Contacts typeahead supported in product (static preview).
CC
Subject
Message
Expiration date
Delivery method
Sending runs compliance checks (required clauses, signature blocks) and creates a tracked envelope.