ItemQtyUnit PriceTotal
Venue rental (8 hours)1FlatFlat
Catering (per guest)120Per unit120 × unit
Photography package Optional1FlatFlat
AV & lighting1FlatFlat
Calisto Proposals
Two-tier quoting and agreement engine.
Basic tier: contact, line items, send. Advanced tier: five section types, twelve line-item types, Good/Better/Best pricing, version history, change orders, and multi-step automation. 42 proposal configurations across 15 verticals.
TWO TIERS
Basic quick-quote. Advanced builder.
Basic tier: contact record, line-item list, branded public page, accept/decline, payment at acceptance — 30 seconds from blank to sent. Advanced tier: five section types, twelve line-item types, multi-option pricing, version history, change orders, and automation sequences. Keyboard shortcuts: N creates a proposal, S sends, D duplicates. Paid add-on.
Basic TierIncluded
Quick Quote
To:Sarah Mitchell
Pool maintenance (monthly)1 × Flat
Chemical treatment1 × Unit
Equipment inspection1 × Flat
Total3 line items
AcceptDecline
- Contact + line items + send
- Branded public page
- Accept / decline buttons
- Payment at acceptance
Advanced TierAdd-on
Wedding Packagev3
TEXT
PRICING
GoodBetterBest
FLOOR PLAN
Accept & Pay
- 5 section types + 12 line-item types
- Good / Better / Best pricing
- Version history + change orders
- Automation sequences
THE ADVANCED BUILDER
Five section types. One editor.
Live Summary
Subtotal4 items
TaxConfigurable %
TotalAuto-calculated
Five events fire on acceptance.
Payment collection. Signature workflow. Deal stage update. Ops task generation. Contact timeline entry. One acceptance event triggers the full downstream cascade in under three seconds.
THE ACCEPTANCE CASCADE
One event. Five downstream actions.
The acceptance event triggers a deterministic cascade: payment collection via POS, signature workflow via Sign, deal stage mutation via Deals, task generation via Ops, and contact timeline entry via Contacts. Cascade completes in under three seconds. Single event origin. Five system responses.
Client Accepts
One-click accept on branded page
Payment Collects
Deposit or full via 40+ gateways
E-Signature
Sign template triggers automatically
Deal Updates
Stage and revenue auto-update
Ops Activates
Tasks and schedules created
The Aggregation Hub
Three sources. Six statuses. One normalized view.
The Proposals Hub aggregates records from three origins: the Proposals product (Basic and Advanced tiers), operational quotes from Ops (rental quotes, treatment quotes, service estimates), and deal-linked proposals from Deals. Filterable by tier, source, status, and vertical.
DraftSentViewedAcceptedDeclinedExpired
ProposalSourceStatusTotalTier
Wedding Package — MitchellProposalsViewed4 itemsAdvanced
Pool Maintenance QuoteProposalsSent3 itemsBasic
Equipment Rental — GarciaOpsAccepted6 itemsOps
Enterprise SaaS — Acme CorpDealsViewed12 itemsDeal
Spa Treatment PackageOpsDraft5 itemsOps
Proposals
Records created directly in the Proposals product. Basic quick-quotes and Advanced builder documents. Two tiers, same hub entry.
Ops
Rental quotes, treatment quotes, and service estimates auto-promoted from operational verticals into the unified hub.
Deals
Deal-linked proposals with pipeline integration. Won proposals mutate the deal stage and revenue fields automatically.
Basic-tier records display a tier-promotion control. Conversion to Advanced tier preserves the contact record, line items, and status history.
The Vertical Layer
42 proposal configurations. Terminology mapped per vertical.
Hotels: Booking Proposal. Golf clubs: Membership Offer. Field services: Estimate. Label sets, document types, and pricing structures resolve automatically from the active vertical configuration.
42 PROPOSAL CONFIGURATIONS
Fifteen verticals. Label sets mapped.
Document type, field labels, and pricing structure resolve from the active vertical. Hotels: “Booking Proposal.” Golf clubs: “Membership Offer.” Field services: “Estimate.”
Golf Clubs7
Properties / PM6
Hotels2
Short-Term Rentals3
Brokers3
Developers3
Venues3
Restaurants3
Tours & Activities2
Equipment Rental2
Wellness2
Local Professionals2
Artists & Talent2
Coworking2
Serviced Apartments1
42proposal types across 15 verticals
The Proposal Toolkit
Templates. Content blocks. Pricebook.
Three authoring subsystems. The template library stores reusable document structures with per-vertical defaults. The content block library indexes pre-written text, image, table, and list blocks with version history. The pricebook catalogs every SKU, cost basis, margin, and guard-rail constraint.
Template Library
Indexed proposal templates with usage count, last-used timestamp, and per-vertical default flag. Each template defines sections, merge fields, multi-option pricing tiers, approval rules, and linked e-signature templates.
Content Block Library
Four block types — text, image, table, and list — each with version history and usage count. Search, tag filtering, and drag-and-drop insertion into any proposal section.
Pricebook
Master catalog of every product, service, and labor rate. Eight fields per item: SKU, category, cost basis, margin, unit price, min price, max price, and max discount. Job templates bundle multiple items into single-action line-item insertion.
Pricebook ItemFull HVAC Service
SKUHVAC-SVC-001
CategoryService
Cost BasisBillable
Margin35%
Unit PriceAuto-calculated
Min PriceGuard rail
Max PriceGuard rail
Max Discount15%
Version Control & Approvals
Every revision tracked. Every change order audited.
Immutable version ledger with side-by-side diff comparison and single-action rollback. Post-acceptance change orders with line-item-level delta tracking. Six-state approval workflow enforces internal sign-off before send.
Version History
VersionTotalStatusAuthorChange Summary
v34 itemsSentSarah K.Added AV & lighting line item
v23 itemsDraftSarah K.Updated catering from 100 to 120 guests
v12 itemsDraftJames R.Initial proposal created
Side-by-side diff between any two versions. Single-action rollback preserves the full revision chain.
Change Orders
ItemTypeOriginalRevised
Live band (4 hours)Added—1 × Flat
Catering (per guest)Modified120 × Unit150 × Unit
Basic AV packageRemoved1 × Flat—
Net Change+1 item, −1 item, 1 modified
Approval Workflow
Not RequiredPendingIn ReviewApprovedRejectedChanges Requested
Approval rules configurable per template or proposal type. Send action gated until approval state resolves to Approved.
THE VIEW LAYER
Per-section engagement telemetry.
Open events fire via WebSocket within 200ms. Section-level dwell time, view counts, and timestamp-indexed access logs per proposal. Data feeds the automation sequence engine and the analytics pipeline. Hotkey V opens the view timeline for the focused proposal.
Real-time open events
WebSocket push notification on first open with timestamp and device metadata
Section dwell time
Per-section duration tracking in seconds with view count per session
Sequence trigger events
Sent, viewed, and expiring events propagate to the automation engine
Engagement AnalyticsLive
5Opens
8:29Total time
100%Sections viewed
SectionTimeViews
Introduction0:422x
Pricing3:185x
Floor Plan1:553x
Terms2:062x
Gallery0:281x
THE PRICING ENGINE
Good. Better. Best.
Three-tier pricing structure per proposal. Each tier defines independent line items and totals. Optional line items toggle inclusion with real-time total recalculation on the public document.
Good
3 line items
- Venue rental (8hr)
- Basic catering (100 guests)
- Standard AV
Select
Most Popular
Better
4 line items
- Venue rental (8hr)
- Premium catering (120 guests)
- Full AV & lighting
- Floral arrangements
Selected
Best
6 line items
- Venue rental (10hr)
- Premium catering (150 guests)
- Full AV & lighting
- Floral + decor
- Photography
- Live band
Select
The Sequence Engine
Three triggers. Four step types. Five exit conditions.
Event-driven automation sequences. Email, SMS, wait, and conditional branch steps. Trigger on sent, viewed, or expiring. Exit on accepted, declined, expired, manual stop, or any response.
THE SEQUENCE ENGINE
Three triggers. Four step types. Five exit conditions.
Event-driven sequence engine. Three proposal-lifecycle triggers initiate multi-step automation chains composed of four step types: email, SMS, configurable wait delay, and conditional branch. Five exit conditions terminate sequence execution deterministically.
Triggers
Proposal Sent
Fires on delivery confirmation to recipient
Proposal Viewed
Fires on first-open event with timestamp index
Expiring Soon
Fires when validity period enters threshold window
Step Types
Email
Subject and body with merge-field interpolation
SMS
Short message with merge-field interpolation
Wait
Configurable delay — hours or days
Conditional Branch
If/else logic for divergent execution paths
Exit Conditions
✓Accepted
✓Declined
✓Expired
✓Manual Stop
✓Any Response
Sequence execution terminates when any condition resolves to true.
THE ANALYTICS LAYER
Win rates. Loss reasons. Pipeline funnel.
Four KPI surfaces: win rate, revenue won, average deal size, and average days to close — each with period-over-period delta. Three-stage conversion funnel from Sent through Viewed to Accepted. Five-category loss-reason breakdown with percentage distribution.
68%
Win Rate
+4.2% vs prior period
193
Proposals Won
+12% vs prior period
8.4
Avg Line Items
+2 vs prior period
6.2
Avg Days to Close
-1.4 vs prior period
PARTITIONING & CMA
Team isolation. Role hierarchy. Market analysis.
Workspace partitioning scopes proposal libraries, templates, and pricebooks to discrete team boundaries. Four-tier role hierarchy controls create, edit, send, and approve permissions. CMA subsystem generates comparable-property reports with adjustment calculations and suggested list price.
Team Workspaces
Discrete workspace containers partition proposal libraries, templates, and pricebooks by team. Multi-tenant architecture supports agency, brokerage, and franchise structures.
Member Roles
Four role tiers: Owner, Admin, Member, Viewer. Permission matrix governs create, edit, send, and approve actions across the organization hierarchy.
Comparative Market Analysis
Real-estate CMA report engine. Comparable property data, line-item adjustment calculations, and suggested list price derivation. Four-state lifecycle: Draft → Complete → Shared → Archived. PDF export.
1Draft
2Complete
3Shared
4Archived
THE INTERCONNECT LAYER
Eight native product interconnects.
Beyond the acceptance cascade — POS, Sign, Deals, Ops — the proposal engine maintains bidirectional data links to eight additional Calisto products. Shared data layer. Zero-configuration binding.
Proposals
Events
Contacts
Pulse
Services
Spaces
Connect
Navigator
Studio
Calisto Events
Event proposals embed venue floor plans via Seat Designer. Acceptance triggers BEO generation and setup-task creation.
Event Proposal → Acceptance → BEO Generation → Setup TasksCalisto Contacts
Every proposal bound to a Contact record. Acceptance, decline, and view events write to the contact activity timeline.
Proposal Event → Contact Timeline → Activity LogCalisto Pulse
Booking proposals reference Pulse rate tables and availability index. Direct booking links resolve dynamic pricing from the Pulse engine.
Rate Lookup → Proposal → Dynamic Pricing → BookingCalisto Services
Treatment quotes from clinical verticals promote to proposals with contact record, notes, and validity period pre-populated.
Treatment Quote → Promote → Proposal → AcceptCalisto Spaces
Venue floor plans from Spaces embed directly inside proposal sections. Layout renders inline on the public document.
Floor Plan → Embed in Proposal → Client PreviewCalisto Connect
Proposal delivery, reminders, and follow-up sequences route through Connect channels — email, SMS, and push.
Send → Deliver via Connect → Reminder → Follow-upCalisto Navigator
Accepted proposals and payment links surface in the Navigator client portal. End-to-end document access from acceptance through settlement.
Acceptance → Portal View → Payment Link → SettlementCalisto Studio
Proposal templates inherit brand assets from Studio. Campaign-driven proposal sends tracked with source attribution.
Brand Assets → Template → Campaign Send → AttributionThe Architecture Comparison
Fragmented quoting tools vs. unified engine
Legacy Stack
Separate proposal tool (per-user pricing)
Separate e-signature platform (per-envelope pricing)
Separate payment processor for deposits
Separate CRM for deal pipeline tracking
Manual copy-paste between quote and contract
No version history — overwrite or duplicate files
No pricebook — retype pricing from memory or spreadsheet
No multi-option pricing — one price per proposal
Separate analytics tool for win/loss reporting
No view tracking — no insight into client engagement
Multiple vendor contracts and billing cycles
No vertical-specific terminology or templates
Calisto Proposals
Two-tier proposal engine: Basic + Advanced, native
E-signature triggers on acceptance: native
Payment collection at acceptance via POS: native
Deal stage and revenue auto-mutation: native
One acceptance event fires five downstream actions
Immutable version ledger with side-by-side diff
Pricebook with 8 fields per item and margin guard rails
Good / Better / Best three-tier pricing per proposal
Win/loss dashboard, pipeline funnel, loss categories: native
Per-section dwell time and WebSocket open events
One platform. One contract. 2% of processed revenue.
42 configurations across 15 verticals with label resolution
Proposal Stack Calculator
See how many tools Proposals replaces.
Toggle the systems currently used separately. See how many Calisto Proposals replaces natively and how many manual handoffs per proposal cycle are eliminated.
5Tools Replaced
5Vendor Contracts Eliminated
40Manual Handoffs Eliminated per Cycle
30minData Entry Saved per Proposal
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.
Technical Specifications
Calisto Proposals is built for Pros.
The Document Engine
Proposal Tiers2 (Basic quick-quote, Advanced multi-section builder)
Section Types (Advanced)5 (Text, Image, Table, List, Pricing)
Line-Item Types12 (product, service, labor, flat fee, percentage, discount, tax, subtotal, optional, bundle, recurring, custom)
Pricing StructuresGood / Better / Best three-tier selector per proposal
Optional Line ItemsClient-side toggle with real-time total recalculation
Merge FieldsContact, company, proposal, and custom-field interpolation
Proposal Configurations42 across 15 verticals
Vertical Label ResolutionDocument type, field labels, and pricing structure resolve from active vertical
Version Control & Approvals
Version HistoryImmutable ledger — version, total, status, author, timestamp, change summary
Diff ComparisonSide-by-side between any two versions
RollbackSingle-action restore preserving full revision chain
Change OrdersLine-item delta tracking — Added, Modified, Removed with net-change calculation
Approval States6 (Not Required, Pending, In Review, Approved, Rejected, Changes Requested)
Approval ScopeConfigurable per template or proposal type
Send GateSend action locked until approval state resolves to Approved
Automation & Analytics
Sequence Triggers3 (Proposal Sent, Proposal Viewed, Expiring Soon)
Step Types4 (Email, SMS, Wait, Conditional Branch)
Exit Conditions5 (Accepted, Declined, Expired, Manual Stop, Any Response)
View TrackingPer-section dwell time, view count, timestamp-indexed access logs
Open EventsWebSocket push notification with timestamp and device metadata
KPI Surfaces4 (Win Rate, Revenue Won, Avg Deal Size, Avg Days to Close)
Pipeline FunnelThree-stage: Sent → Viewed → Accepted
Loss Categories5 (Price, Timing, Competitor, No Response, Other)
Connectivity
Acceptance Cascade5 downstream actions (Payment, E-Signature, Deal Update, Ops Activation, Contact Timeline)
Native Interconnects8 additional products (Events, Contacts, Pulse, Services, Spaces, Connect, Navigator, Studio)
Payment Gateways40+ via POS integration
E-SignatureLinked Sign template triggers on acceptance
Deal PipelineStage and revenue auto-mutation on acceptance
Communication ChannelsEmail, SMS, and push via Connect
Client PortalAccepted proposals and payment links surface in Navigator
Platform
Hub Sources3 (Proposals, Ops, Deals)
Hub Statuses6 (Draft, Sent, Viewed, Accepted, Declined, Expired)
Workspace PartitioningIsolated libraries, templates, and pricebooks per team
Role Hierarchy4 tiers (Owner, Admin, Member, Viewer)
Template LibraryPer-vertical defaults with usage count and last-used timestamp
Content Block Library4 block types with version history and tag filtering
Pricebook Fields8 per item (SKU, Category, Cost Basis, Margin, Unit Price, Min Price, Max Price, Max Discount)
CMA ReportsComparable properties, adjustment calculations, suggested list price, PDF export