Professional proposals ready in minutes, sent in a few clicks.
Create reusable blocks, assemble your proposal, and send it. Your client only needs to sign.
Every proposal starts with your reusable content blocks: service descriptions, terms, pricing, introductions. Assemble them in the order you want, adjust what changes from one client to the next, and send. No need to start from scratch each time. You save time, your presentation stays consistent, and your client receives a clear, polished proposal, ready to be accepted.
Dynamic content with merge tags
The proposal editor supports rich content: formatting, sections, images, and
tables. Go further by inserting merge tags like {{crm.company}}
or {{crm.firstname}} to automatically personalize each proposal
from your CRM data. One template, a tailored presentation for each client.
Built-in electronic signature
Your client receives a secure link to view the proposal directly in their browser. If they are ready to move forward, they sign electronically in a few seconds, with no account to create, no software to install. You receive a notification as soon as it is done, and the signed proposal is stored in your records.
Discussion built into the proposal
If your client has questions or wants to modify certain elements before accepting, they can leave comments directly in the proposal. You reply in the same place. No scattered email exchanges. Every discussion stays linked to the document and visible to both parties when they need it.
Automatic follow-ups if no action
A sent proposal should not go unanswered for lack of a reminder. If your client has not opened or acted on the proposal after a set period, Parle automatically sends them a reminder email. You stay on their radar without following up manually. You maximize your chances of getting a response.
The proposals module relies on your CRM, included free
The proposals module is directly linked to the Parle CRM: every proposal is associated with an existing contact or automatically creates a new one. Since the CRM is included free of charge in all Parle applications, you get a complete history of your exchanges with each client: proposals sent, accepted, and declined, with no additional configuration. You can then trigger an email sequence upon acceptance, assign a tag, or start an automation to move to the next step without delay.
Workflow automation: the engine behind Parle
At the heart of the platform sits the CRM, included free of charge. All your contacts are centralized in one place: visitors, clients, subscribers, learners. Build custom queries to segment your list by any criteria, and add custom fields to store the information that actually matters to your business. Tags play a central role across all of Parle: they trigger email sequences, control access to content, and power all your automations. Adding a tag to a contact sets a gear in motion and lets Parle do the work for you.
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Combine your proposals with invoicing for a frictionless client workflow.