DescriptionQtyUnit Price
General labor and supervision40Billable
Material markup at 15%1Billable
Premium finish upgrade1BillableOptional
Calisto Proposals
Interactive proposals your clients open on any device. Not PDFs they download.
Five section types with photos and embedded floor plans. Twelve line-item types with multi-option pricing tiers. A pricebook with margin controls. View tracking with section-level engagement data. One-click acceptance with payment, e-signature, deal update, and ops handoff.
The Proposal Builder
Five section types. Twelve line-item types. Photos. Floor plans.
Text, pricing, terms, custom, and floor plan sections. Drag into order. Add photos to any section. Live preview renders exactly what the client receives.
The Proposal Builder
Five section types. Photos. Floor plans. A proposal that tells a story.
Each proposal is built from structured sections — narrative text, pricing tables, contract terms, custom content, and embedded floor plans. Drag sections into order. Add photos to any section. The live preview shows exactly what your client will see.
Editing
ABC Property Renovation Draft
Summary
SubtotalSubtotalBillable
Tax (8.5%)Tax (8.5%)Billable
TotalTotalBillable
Section types
Text
Rich narrative with headers and formatting. The approach, the process, the scope — structured narrative content with inline media support.
Pricing
Structured line-item table with twelve item types — Product, Service, Labor, Material, Expense, Fee, Subscription, Asset, Treatment, Activity, Accommodation, F&B. Good / Better / Best tiers let clients choose their level. Optional line items with live recalculating totals.
Terms
Contract terms and conditions with formatting. Auto-populate from templates or write custom per proposal.
Custom
Freeform content for specifications, timelines, scope statements, case studies — anything the proposal needs that doesn't fit a standard type.
Floor Plan
Embedded venue layouts via Seat Designer. Clients see exact seating, table configuration, and capacity inside the proposal. For venues, event spaces, and hospitality.
12 line-item types
ProductServiceLaborMaterialExpenseFeeSubscriptionAssetTreatmentActivityAccommodationF&B
Design features
Photos per section — property photos, work samples, renders, before/after shots. Inline visual content per section.
Live preview — the exact rendering the client receives, updated as sections are built.
Vertical-aware terminology — labels, section defaults, and template libraries auto-adapt across 15 verticals. A hotel sees "BEO" where a contractor sees "Scope of Work." 42 configurations in total.
Draft generation — provide a brief and tone, receive professional section text.
The Pricing Connection
Pull a quote from Deals. Or enter pricing directly.
Two paths to pricing. Connect a live quote from Calisto Deals, or enter line items manually with cost-to-price calculator and pricebook guardrails. Financing terms for installment payment plans.
The Pricing Connection
Pull a quote from Deals. Or type it in.
When your proposal needs pricing, two paths. Connect a quote from Calisto Deals and the pricing section populates from the deal record — line items, quantities, prices, discounts, all live. Or enter pricing manually within the proposal itself. Either way, the pricing section supports multi-option tiers and optional line items.
What the Client Sees
A branded page. On any device. Interactive pricing. Section-level view tracking.
Clients browse sections, select pricing tiers, comment inline, and accept with payment. Public links and tokenized booking links with configurable expiry. Every interaction tracked.
The Acceptance Cascade
Client clicks accept. Payment collects. Signature launches. Deal updates. Ops receives the handoff.
The Acceptance Cascade
They click accept. Five things happen.
One acceptance event triggers five downstream actions.
Accept Proposal
Client clicks accept
01
Payment collects
Deposit or full amount through the configured gateway. Receipt sent to client.
02
E-signature launches
Calisto Sign workflow triggers automatically. Client signs on the same device, same session.
03
Deal updates
If connected to Deals, the linked deal record moves to the accepted stage. Pipeline and revenue forecast update.
04
Ops receives the handoff
Tasks, schedules, and resource allocations create in Calisto Ops automatically. Operations picks up without asking what was sold.
05
Timeline records everything
Acceptance, payment, signature status, and ops handoff all appear on the contact timeline.
The Toolkit
Templates. Content library. Pricebook. Job templates. Financing.
Proposal templates with pre-configured sections and vertical defaults. A reusable content block library with version history. A master pricebook with margin controls and discount guardrails. Job templates that bundle pricebook items into repeatable scopes. Financing terms for installment plans.
The Toolkit
Templates. Content library. Pricebook. Job templates. Financing.
Four authoring tools and a master pricing catalog. Templates define pre-configured proposal structures. The content library stores reusable blocks. The pricebook enforces pricing guardrails. Job templates bundle line items into scopes.
Templates
Proposal templates with pre-configured sections, content, and pricing structures. Vertical-specific defaults. One template per vertical for auto-selection.
Content Library
Reusable content blocks — text, images, tables, lists — with version history. Drop into any proposal section. Version-tracked with rollback.
Pricebook
Master catalog with cost, margin, price, and guardrails per item. One source of truth for every pricing section. Maximum discount enforcement.
Job Templates
Bundle multiple pricebook items into a repeatable scope. "Kitchen Renovation" includes labor, materials, fixtures, and fees as one selectable package.
Master Pricebook
24 items active
SKU
Category
Unit Price
Margin
LABOR-001
Labor
$85.00
47%
MAT-230
Material
$2,400.00
33%
FEE-MGMT
Fee
$500.00
100%
Features and configuration
Default sections pre-configured per template
Merge fields: client name, property, date, custom fields
Linked Calisto Sign templates for post-acceptance signatures
One default template per vertical for auto-selection
Version history per content block with rollback
Search and tag filtering for fast discovery
Minimum and maximum price limits per item
Maximum allowable discount percent with manager override
Manufacturer name, part number, and labor rate fields
Active and inactive toggle for seasonal items
Every Version. Every Change.
Version history. Side-by-side diff. Post-acceptance change orders.
Immutable version ledger. Compare any two versions with highlighted changes. Change orders create new versions with client re-acceptance. Six internal approval statuses.
Every Version. Every Change.
Version history. Side-by-side diff. Post-acceptance change orders.
Every save creates an immutable version. Compare any two versions to see what changed. After acceptance, change orders create new versions with full audit trail. Six approval statuses for internal sign-off before the client sees anything.
Version History
Immutable ledger of every revision. Restore any previous version.
Side-by-Side Diff
Two versions, changes highlighted. Pricing, scope, terms — see exactly what moved.
Change Orders
Post-acceptance modifications as new versions. Client re-accepts. Audit trail preserved.
Version History
Ver.DateAuthorStatusChange
v5May 7, 2:14pYouCurrentPricing updated
v4May 6, 10:42aSarahApprovedAdded section
v3May 5, 3:28pYouSentInitial proposal
Click any version to restore or compare side-by-side.
Change Order
ItemTypeOriginalRevised
Premium finish upgradeAddedN/ABillable
Material markupModifiedBillableBillable
Early start discountRemovedCreditN/A
Net ChangeNet Change
Client must approve change orders before revised proposal goes live.
Approval statuses
Not Required
Pending
In Review
Approved
Rejected
Changes Requested
Define approval rules per template or per proposal type
Proposals locked from sending until internal approval is granted
Notification sent to configured approvers on submission
Full audit trail of approval decisions with timestamps
The Proposals Pipeline
Six statuses. Automation sequences. Win/loss analytics.
Draft, sent, viewed, accepted, declined, expired. Three sequence triggers. Four step types. Conversion funnel by type, team member, and time period.
The Proposals Hub
Every proposal. Six statuses. One pipeline.
Dashboard view with KPI tiles. List view with status, client, value, and date. Six lifecycle statuses track every proposal from first draft through acceptance or expiry. Automation sequences follow up on sent, viewed, or expiring proposals.
Draft (6)
Sent (6)
Viewed (6)
Accepted (6)
Declined (6)
Expired (6)
NameClientStatusValueDate
ABC Property RenovationSmith CorpViewed$24,800Jun 12
Marina Event PackageHarbor LLCSent$18,500Jun 10
Office Buildout Phase 2Apex IncDraft$67,200Jun 8
Draft
Proposals in progress. Not yet sent to any client. Resume editing or discard.
Sent
Delivered to client via email or public link. View tracking activates on first open.
Viewed
Client has opened the proposal. Section-level analytics begin recording time spent.
Accepted
Client accepted. Payment collected (if configured). E-signature triggered. Deal stage updated.
Declined
Client declined with optional reason. Sequence automation stops. Record preserved for win/loss analytics.
Expired
Validity period elapsed without response. Expiring trigger fires automation before deadline.
Hub capabilities
Dashboard view with KPI tiles: drafts, sent, accepted, expired counts
List view with status, client, value, and date columns across all proposals
Status badge counts in sidebar navigation for at-a-glance pipeline health
Automation sequences
Three triggers (sent, viewed, expiring). Four step types (email, SMS, wait, conditional). Five exit conditions. Automated follow-up sequences per proposal lifecycle event.
Proposal Sent
Sequence starts when proposal is delivered to client.
Proposal Viewed
Fires when client opens the proposal for the first time.
Proposal Expiring
Fires when proposal approaches its validity expiry date.
EmailSMSWaitConditional
Win/loss analytics
Conversion funnel by proposal type, team member, and time period
Loss categories track why proposals fall through
Pipeline value by status with trend analysis
Average response time from sent to decision
Everything. One Price.
The full builder. The full platform. Nothing extra.
The Builder
Five section types
Twelve line-item types
Multi-option pricing
Optional line items
Photos per section
Floor plans
Live preview
Vertical-aware terminology across 42 configurations
Client Experience
Interactive proposals on any device
Accept with payment (40+ gateways)
Decline with reason
Inline comments
Public links
Booking links
View tracking with section-level engagement
Workflow
Version history with side-by-side diff
Change orders
Six-status approval workflow
Automation sequences with three triggers
Toolkit
Pricebook with margin controls and discount guardrails
Proposal templates with vertical defaults
Content block library with version history
Job templates
Financing terms for installment plans
Workspaces with role-based access
Platform Integrations
Deals — quote connection + pipeline sync
Sign — e-signature on acceptance
POS — payment collection
Ops — task handoff
Contacts — timeline events
Spaces — floor plan embed
Pricing
Basic included free. Advanced from €5 per proposal.
42 proposal types across 15 verticals, 5 section types, 12 line-item types, Good/Better/Best multi-option pricing, version history, change orders, automation sequences, view tracking, and payment at acceptance via 40+ gateways.