Build a proposal your client signs and pays on.
A proposal builder that works with all of your operational data inside Calisto Pro. Drag sixteen blocks onto a multi-page canvas and price it as you build.
The Proposal App for Clients
A multi-page canvas, sixteen blocks, and live pricing as you build. Published as a branded link your client reads, signs, and pays on.
Price Book
What you sell, what it costs, and what is still unpriced.
Builder
Lay out every page the way you want it read.
Pricing
Cost, margin, and the tiers they choose between.
Sending
Approved, published, and followed up.
Your client
The four screens they see on the link.
After the yes
Orders, change orders, and every version kept.
Connections
Send one document. Six other things move with it.
What you sell, what it costs, and what is still unpriced.
The catalog every proposal draws its lines from, reading live offers from Sync rather than a copy of them. Priced and draft are visible states, so nothing reaches a client at a number nobody set.
Lay out every page the way you want it read.
Start from a template Purview governs, or from nothing at all.
A multi-page canvas with a palette
Cover, headers, text, images, pricing, tiers, terms, signature, team.
Property work has its own blocks
Subject-property, comparable-grid, trend-chart, price-recommendation.
On-brand, from the kit Studio holds
Your palette, your fonts, your corner radius, on every block you drop.
Change the theme, re-skin the document
A brand-check button beside the paintbrush names whatever drifted.
0
block types in the visual builder
Four
option tiers the client chooses from
Six
follow-up triggers, from sent to signed
One
price book reading live offers
Two
ways to collect: in full or a deposit
Zero
manual data re-entry on acceptance
Every line carries its margin.
The numbers are computed while you are still deciding, which is when the decision is made.
Work up from cost
Set a target margin and the price computes. Or set the price and watch the margin.
Tiers they choose between
Up to four options in one document. What they pick is what gets accepted.
Tax and currency, not guesses
Tax computes on save through the governed pricing engine, in the proposal’s own currency.
The proposal is ready. Now put it in front of them.
Internal approval, a branded public link, and follow-ups that fire on what the proposal does.
The review queue every proposal passes through, with the value sitting in it.
Every link that went out: whether it was opened, when it expires, whether it still works.
Flows triggered by what the proposal does after it lands, not by someone remembering.
What they open on the link.
No login, no attachment, nothing to download.
Accepted is not finished.
The order opens, the scope changes get their own paper, and every revision is kept.
The order opens itself
What was accepted becomes an order in Orderflow, carrying the tier’s line items.
The deal advances
Accepting writes to the deal timeline in Deals and moves it toward contract.
Change orders carry the delta
One-time value, recurring value, total and end date, routed for approval and signed.
Where Proposals touches everything else.
6 of these 8 connections are in your plan today. The rest stay visible so you know the instrument is there before you need it.
Deals
Accepting a proposal writes to the linked deal timeline and advances its stage toward contract.
Orderflow
An accepted proposal opens an order in Orderflow with the line items of the tier the client chose.
Sync
The price book reads live offers from Sync by theme and keeps no copy of their prices.
Payments
A proposal paid online charges through your own connected gateway, verified with the provider before it is marked paid.
Sign
Change orders are signed through the shared signing surface rather than a second signature stack.
Pulse
A market analysis presentation seeds its comparables and price recommendation from Pulse.
Purview
Purview governs the proposal template library and the brand the builder checks every page against.
Depot
Images drop into a proposal page from the same media library every other app writes to.
No setup cost. Pay when you start using.
Proposals for teams that pitch.
Included with Calisto Commerce when payment runs through the platform.
Recommended for you
Works well together.
Calisto Deals
Calisto Orderflow
Calisto Sync
Calisto Payments
Calisto Commerce
Catalog, pricing, payments, proposals, contracts, and CRM
Learn more →Calisto Sign
Calisto Pulse
Calisto Purview
Included with every Calisto account
Account configuration and data rules.
Learn more →Calisto Depot
Everything included in Calisto Proposals.
- Multi-page canvas with block palette
- Sixteen block types: cover, headers, text, images, pricing, tiers, terms, signature, testimonials, team, CTA
- Property blocks: subject-property, comparable-grid, trend-chart, price-recommendation
- On-brand by default from brand kit
- Theme change re-skins entire document
- Brand-check button beside the paintbrush, run on demand, naming what drifted
- Version snapshots with restore and side-by-side comparison
- Up to four option tiers (good, better, best)
- Work from cost and target margin, or set price and watch margin
- Margin colour-grading for thin margins
- Optional line items per tier
- Tax computed by governed pricing engine on save
- Currency resolved, never defaulted
- Price book reads live offers from Sync
- Job templates for recurring line-item bundles
- Internal approval chain before send
- Branded public link with QR code
- Expiry with set, revoke, and restore
- Client-facing page with tier selection
- Accept or decline with rendered pages
- Booking link, so a client can book time straight off the proposal
- Consultation request form for prospects asking for a proposal
- Post-send follow-up sequences, fired on sent, viewed, accepted, declined, expired and signed
- Analytics on conversion: win rate and pipeline value
- Reports over the live performance feed
- Approvals queue for proposals awaiting internal review
- Per-status pipeline counts: drafts, open, pending approval, won
- Optional signature requirement before acceptance
- Full payment or deposit percentage
- Charge on the operator's own connected gateway
- Provider verification before marking paid
- Currency refusal over assumption
- Raise against original proposal
- Delta on one-time value, recurring value, total, and end date
- Approval routing for changes
- Sign and execute
- Governed templates from shared library
- Reusable content library
- Market analysis blocks with comparables from Pulse
- Images from shared media library
- Job templates for recurring line-item bundles, on the Price Book
- Buy-now-pay-later provider configuration
- Collaborative workspaces for teams working a proposal together
- Deal context carries into proposal
- Acceptance updates deal timeline and advances stage
- Order opens in Orderflow with accepted tier line items
- Sign captures contract signature
- Brand kit from Studio sets the theme
- Completed documents file into Depot
Questions about Calisto Proposals
The proposal reads your catalogue and your rate card, so the numbers are computed rather than typed. Margin shows on every line while you are still building it, which is when the decision actually matters.
Up to four option tiers, presented as a choice rather than as three separate documents. What they pick is what gets accepted.
On a branded link, where they can accept and pay. Sign handles the signature where one is needed, so acceptance, signature and payment are one flow.
Yes, from sixteen blocks in the visual builder. What changes is that the rebuilt version reads live pricing rather than the numbers that were correct when the template was made.
The pricing section on this page reads the live catalogue and is the authority. There are no per-proposal fees, and Proposals works without the rest of Calisto Commerce.
Yes, with their versions, acceptance state and the payment that followed, exportable in standard formats.