Proposals and quotes your clients open, sign and pay.
Build it from a template, price it from your catalog and send it by email, text or WhatsApp. See when it is opened and what is read, while your client chooses, signs and pays on one link.
One record from the first draft to the signed contract
The pages your client reads, the prices they choose from, and everything that follows their yes.
Bygg
Templates, themes and the deck.
Pris
A quote from your catalog.
Skicka
Email, text, WhatsApp or a link.
The Client’s Link
Choose, accept, sign and pay.
Följ upp
Reminders that stop at an answer.
After the Yes
Contract, payments and change orders.
Analysverktyg
What was opened, won and lost.
On a Phone
Remind, call and extend from the tray.
Start from a template and make it your own
Pick a pitch deck by type, industry, style and color, then change any page. Pages, sections and themes you save are kept in your Library, and Save as Template keeps the whole deck for the next proposal.
Mallar
Förslag för din bransch, redo att skickas.
Every Part of the Look
Colors, fonts, spacing, buttons and cards adjusted on the proposal itself, over the theme it wears.
Price it with a quote from your own catalog
A proposal’s pricing is its quote: lines from the Price Book, options, optional extras and quantities the client may change within your limits, tax worked out for you, one-time and recurring totals kept apart. Send a quote on its own with Quick Quote.
Citat
Vad du prissätter och de alternativ kunden väljer mellan
| Artikel | Antal | Kostnad | Enhetspris | Målsmarginal | Rabatt | Totalt |
|---|---|---|---|---|---|---|
| Onboarding3 lines · $10,480.00 | ||||||
| Network and device audit | 1 | $1,900.00 | $3,400.00 | 44% | 0% | $3,400.00 |
| Microsoft 365 migrationMail, files and Teams for 48 people | 48 | $38.00 | $65.00 | 42% | 0% | $3,120.00 |
| Firewall, configured | 2 | $1,450.00 | $2,200.00 | 34% | 10% | $3,960.00 |
| Monthly service3 lines · $6,720.00 | ||||||
| Managed seatHelp desk, patching, backup · Månadsvis | 48 | $61.00 | $115.00 | 47% | 0% | $5,520.00 |
| Server monitoringMånadsvis | 3 | $70.00 | $140.00 | 50% | 0% | $420.00 |
| After-hours coverMånadsvis · Frivillig | 1 | $420.00 | $780.00 | 46% | 0% | $780.00 |
Avsnitt
Work grouped into parts the client approves or declines one by one. Declined work stays on record to offer again.
Citat
Vad du prissätter och de alternativ kunden väljer mellan
Alternativ
Good, Better and Best for the client to choose between, each with its own lines.
Citat
Vad du prissätter och de alternativ kunden väljer mellan
| Artikel | Antal | Enhetspris | Totalt |
|---|---|---|---|
| Office cleaning, 6 daysMånadsvis | 26 | AED 640.00 | AED 16,640.00 |
| Day porter, 8 hoursMånadsvis | 26 | AED 260.00 | AED 6,760.00 |
| Washroom service, 4 a dayMånadsvis | 26 | AED 95.00 | AED 2,470.00 |
| Consumables and suppliesMånadsvis | 1 | AED 1,030.00 | AED 1,030.00 |
Draft the Quote
Lines drafted from an inquiry, a site visit’s notes and photos, or the job in words, only from what you sell.
Start from what the client asked for. The draft uses only what you sell, and nothing is added until you say so.
Rooftop solar on a flat concrete roof, 42 kWp, with a 60 kWh battery and a backup board for the cold rooms.
123456What the Photos ShowFlat concrete roof, about 410 m², no shading after 9:00Main board in the plant room, space for a second boardCable route along the parapet to the plant roomFrom a Purchase Order
Upload the order a buyer sent you, and its lines are matched to your products at that buyer’s prices.
Purchase Order SAF/IT/2026/0418
Dated 11/11/2026 · Emailed by purchase@sahyadriagro.in
Price Book and Job Templates
Everything you sell at its price, and the jobs you quote often, saved with their lines and hours.
Prisbok
Ditt säljbara katalog. Lägg till artiklar och ställ in deras priser här.
| Artikel | Kategori | Beskrivning | Pris | Prisning |
|---|---|---|---|---|
| Menú degustación, 6 tiempos | Menús | Por invitado | 94,00 € | Prisbelagd |
| Cóctel de bienvenida | Menús | Por invitado, 45 minutos | 22,00 € | Prisbelagd |
| Barra libre, 4 horas | Bebidas | Por invitado | 38,00 € | Prisbelagd |
| Maridaje de vinos | Bebidas | Por invitado, 4 copas | 29,00 € | Prisbelagd |
| Montaje de mesas imperiales | Montaje | Por mesa de 12 | 145,00 € | Prisbelagd |
| Mantelería de lino | Alquiler | Por mesa | Inget pris |
| Mall | Kategori | Rad artiklar | Beräknad tid | Totalt värde | Använd |
|---|---|---|---|---|---|
| Boda, 150 invitados | Bodas | 14 | 32 | 21.480,00 € | 9 |
| Cena de empresa, 80 | Empresas | 9 | 18 | 8960,00 € | 14 |
| Cóctel, 200 invitados | Empresas | 7 | 12 | 9400,00 € | 6 |
Cost and Margin
Cost and margin on every line and job template, for the people your money settings allow.
Citat
Vad du prissätter och de alternativ kunden väljer mellan
| Artikel | Antal | Kostnad | Målsmarginal | Pris (från marginal) | Totalt |
|---|---|---|---|---|---|
| Förstudie och platsbesök | 1 | 18 000 kr | 40% | 30 000 kr | 30 000 kr |
| Skissförslag, tre alternativ | 1 | 54 000 kr | 45% | 98 182 kr | 98 182 kr |
| Bygglovshandlingar | 1 | 96 000 kr | 38% | 154 839 kr | 154 839 kr |
| Konstruktörssamordning, timmar | 40 | 720 kr | 30% | 1 029 kr | 41 160 kr |
| Byggledning, besök | 8 | 4 800 kr | 35% | 7 385 kr | 59 080 kr |
| Ljusberäkning | 1 | 12 500 kr | 40% | 20 833 kr | 20 833 kr |
| Interiörskisser, kök och bad | 1 | 28 000 kr | 42% | 48 276 kr | 48 276 kr |
| Slutbesiktning, medverkan | 1 | 6 500 kr | 30% | 9 286 kr | 9 286 kr |
Prisregler
A default markup, a minimum margin and a maximum discount, checked on every quote and again when it is sent.
Inställningar
| Artikel | Antal | Enhetspris | Rabatt |
|---|---|---|---|
| Campanha de lançamento | 1 | R$ 96.000 | 18% |
| Produção de vídeo, 3 filmes | 3 | R$ 28.000 | 0% |
| Gestão de mídia, mensal | 3 | R$ 14.500 | 0% |
| Influenciadores, 12 publicações | 12 | R$ 2.400 | 0% |
| Relatório de resultados | 1 | R$ 6.800 | 0% |
Snabbpris
A price on its own, sent without a proposal.
Ny offert
Radartiklar, priser och totaler. Spara och skicka sedan e-post eller dela en länk till kunden.
| Artikel | Beskrivning | Antal | Enhetspris | Radsumma |
|---|---|---|---|---|
| 翻訳 日本語→英語 | Per 1,000 characters | 86 | ￥12,500 | ￥1,075,000 |
| ネイティブチェック | Per 1,000 characters | 86 | ￥4,200 | ￥361,200 |
| DTP組版 | Per page | 64 | ￥1,800 | ￥115,200 |
| 用語集の作成 | 1 | ￥45,000 | ￥45,000 | |
| 特急料金 | Delivery in 5 days | 1 | ￥120,000 | ￥120,000 |
Citat
Vad du prissätter och de alternativ kunden väljer mellan
Send it on the channel your client reads
Email from your business, a text from your own number, WhatsApp from your phone, or a copied link. Proposals over your set amount wait for review first. Send dates the offer, freezes its terms and look, and every reminder and resend is kept on its timeline.
Förslag
Skapa, spåra och avsluta förslag
| Förslag | Klient & Leverantör Inkorg | Värde | Status |
|---|---|---|---|
| Pricing Strategy Review | Martin Veltheim | CHF 148'000 | Visad |
| Sales Incentive Redesign | Nora Baumann | CHF 86'000 | Skickad |
| Distributor Margin Audit | Felix Gerber | CHF 54'500 | Utkast |
| Market Entry, Austria | Claudia Moser | CHF 212'000 | Godkänd |
| Procurement Benchmark | Thomas Frei | CHF 39'000 | Visad |
Vem det är för
Mottagare
Vem det är för, vem som skriver under, och vem som betalar
The client, other signers in order, your countersignature, copies and who pays.
Approval Before Sending
Inställningar
A proposal at or over your limit for its currency waits for the people you name in Approvals before it can go out.
Guard the Link
Publiklänkar
Offentliga länkar skapas automatiskt när du skickar ett förslag. De visas här för administration.
| Förslag | Status | Tillgång | Skyddat av | Tittare | Utlöpande | |
|---|---|---|---|---|---|---|
| Brand and Website Retainer14 Visningar | Live | Full | Email domains | 3 / 10 | 30/11/2026 | Ångra |
| Rebrand, Phase Two6 Visningar | Live | Endast läsning | Lösenord | 2 / 5 | 21/11/2026 | Ångra |
| Annual Report 202621 Visningar | Live | Full | IP list | 4 / 4 | 16/11/2026 | Ångra |
| Packaging System3 Visningar | Utlöpna | Full | Lösenord | 1 / 3 | 06/11/2026 | Ångra |
| Investor Deck Refresh5 Visningar | Återkallad | Shared by client | Email domains | 2 / 10 | 23/11/2026 | Återställ |
| Website Care Plan2 Visningar | Live | Full | Lösenord | 1 / 2 | 07/12/2026 | Ångra |
View only, a password, allowed email domains or IP addresses, a viewer limit and an expiry date. Revoke and restore any link.
Förhandsgranska som Klienten
| Artikel | Antal | Enhet | Totalt |
|---|---|---|---|
| Campanha de lançamento | 1 | R$ 96.000 | R$ 96.000 |
| Produção de vídeo, 3 filmes | 3 | R$ 28.000 | R$ 84.000 |
| Gestão de mídia, 3 meses | 3 | R$ 14.500 | R$ 43.500 |
| Influenciadores, 12 publicações | 12 | R$ 2.400 | R$ 28.800 |
| Relatório de resultados | 1 | R$ 6.800 | R$ 6.800 |
The client’s own page, opened before it goes out, with nothing tracked or charged.
Your client chooses, accepts, signs and pays in one place
The proposal opens as designed pages or as a web page, whichever you set to open first. What the client picks becomes the contract. Every open, the time on each page and every comment are on its record.
Välj
An option, the extras to keep, quantities and which Sections to approve.
Chase every open proposal until the client answers
Reminders run on sequences built inside Proposals, enrolled when a proposal is sent, opened or nears expiry, and stopped the moment the client accepts or declines. Every proposal gets warnings before it lapses. Turn follow-up off for one proposal at send or later.
Expiry warnings (included)
Påminner kunden innan ett förslag löper ut. Inkluderat i varje förslag. Sätt paus för att stoppa påminnelserna, eller redigerera stegen för att följa upp på annat sätt.
{{proposal.name}} is valid until {{proposal.validUntil}}2Steg 2 · +4d · E-post{{proposal.name}} expires in a few days3Steg 3 · +2d · E-post{{proposal.name}} expires tomorrowFörfallodatum
A proposal lapses on its date. Extend it in one tap.
Rooftop Solar, 42 kWp
Pieter van Wyk · R 912 000
Meddelanden
Opened, commented, countered, signed, paid and expired, each a rule you can change with Automations.
Notifikationer
On Each Proposal
Each proposal shows its next reminder and when it goes, with Pause, Stop, or follow-up turned off for that proposal alone.
Villa Ekudden, Tillbyggnad
Karin Lindqvist
Deposit Reminders
A deposit or a balance coming due is chased by its own included reminders until it is paid.
Deposit reminders (included)
{{instalment.name}} for {{proposal.name}} is due on {{instalment.dueDate}}2Steg 2 · +5d · E-post{{instalment.name}} for {{proposal.name}} is still open3Steg 3 · +7d · E-postA last reminder about {{instalment.name}} for {{proposal.name}}Turn the accepted proposal into the contract and the work
What the client bought becomes the contract’s terms. On acceptance your own rules move the deal, open a task, post to the team or raise the invoice with Ledger, and an order opens with Orderflow. Change a contract only by change order.
Förslag
Arbete du har vunnit, och vad som fortfarande är skuldsatt på det
Ändra order
Full Roof Replacement
| Rad | Ändra | Innan | Efter | Δ |
|---|---|---|---|---|
| Decking replacement, OSB | Lades till | $0 | $1,860 | +$1,860 |
| Ice and water shield | Ändrad | $1,416 | $1,888 | +$472 |
| Skylight replacement | Taget bort | $2,480 | $0 | −$2,480 |
| Disposal, extra dumpster | Lades till | $0 | $540 | +$540 |
| Ridge vent | Ändrad | $1,120 | $1,290 | +$170 |
See how proposals are opened, won and lost
From created to sent, opened and accepted, with win rate, time to close, accepted value by period, owner and template, and the reasons clients gave for declining. Save any view as a report. Figures follow your money settings.
Analysverktyg
Så här går dina förslag: skickade, öppnade, vunna och vad de var värda. Spara varje vy som en rapport.
Arbetsplatser
Proposals grouped by team, each with its own members.
Arbetsplatser
Organisera förslag och team i arbetsutrymmen
| Arbetsplats | Beskrivning | E-post | Status | Uppdaterad |
|---|---|---|---|---|
| ERP PracticeKalpaka Cloud Partners | Implementations and rollouts | erp@kalpakacloud.in | Aktiv | 11/11/2026 |
| Managed CloudKalpaka Cloud Partners | Hosting and support contracts | cloud@kalpakacloud.in | Aktiv | 10/11/2026 |
| Public SectorKalpaka Gov Services | Tenders and framework bids | tenders@kalpakacloud.in | Aktiv | 08/11/2026 |
| Mumbai OfficeKalpaka Cloud Partners | West region clients | mumbai@kalpakacloud.in | Aktiv | 06/11/2026 |
| PartnersKalpaka Cloud Partners | Resold licences | partners@kalpakacloud.in | Inactive | 03/10/2026 |
Behöver dig
Countered, waiting for review or lapsing within a week, at the top of the list.
Förslag
Skapa, spåra och avsluta förslag
| Förslag | Klient & Leverantör Inkorg | Värde | Status |
|---|---|---|---|
| Lançamento VerãoUtlöpande om 6 dagar | Cacau Serra Fina | R$ 214.000 | Begärda ändringar |
| Rebranding CompletoUtlöpande om 14 dagar | Farmácia Bom Jardim | R$ 168.000 | Väntande godkännande |
| Campanha Dia das MãesUtlöpande om 2 dagar | Loja Tiê | R$ 72.500 | Visad |
| Gestão de Redes, 12 MesesUtlöpande om 3 dagar | Café Grão Paulista | R$ 96.000 | Skickad |
| Evento de LançamentoUtlöpande om 9 dagar | Bike Urbana SP | R$ 58.400 | Begärda ändringar |
By Owner and Template
Created, sent, accepted, declined and win rate for each person and each template, with the value each one won.
Analysverktyg
Så här går dina förslag: skickade, öppnade, vunna och vad de var värda. Spara varje vy som en rapport.
| Ägare | Skapad | Skickad | Godkänd | Avslått | Vinstfrekvens |
|---|---|---|---|---|---|
| Dana Whitfield | 24 | 22 | 11 | 3 | 50% |
| Marcus Liang | 19 | 17 | 7 | 4 | 41% |
| Sofia Reyes | 15 | 15 | 8 | 2 | 53% |
| Owen Barrett | 12 | 10 | 3 | 3 | 30% |
| Priyanka Das | 9 | 8 | 4 | 1 | 50% |
| Ägare | Godkänd värde | |
|---|---|---|
| Dana Whitfield | $186,400 | |
| Marcus Liang | $121,900 | |
| Sofia Reyes | $98,300 | |
| Owen Barrett | $41,600 | |
| Priyanka Das | $57,200 |
Engagemang
How many clients open, how soon, how long they read and which pages hold them.
Analysverktyg
Så här går dina förslag: skickade, öppnade, vunna och vad de var värda. Spara varje vy som en rapport.
Förlustorsaker
The reasons clients gave for declining, counted.
Analysverktyg
Så här går dina förslag: skickade, öppnade, vunna och vad de var värda. Spara varje vy som en rapport.
Saved Reports
Any view saved by name, for you or shared with everyone in the business.
Analysverktyg
Så här går dina förslag: skickade, öppnade, vunna och vad de var värda. Spara varje vy som en rapport.
| Rapportnamn | Ägare |
|---|---|
| Bodas, temporada 2027Intäkter · År till datum | Lucía Ferrán |
| Empresas por comercialKonvertering · Senaste 90 dagar | Álvaro Rus |
| Motivos de rechazoLoss Reasons · All time | Lucía Ferrán |
| Lectura por páginaEngagemang · Senaste 30 dagar | Marta Gil |
| Resumen mensualÖversikt · Senaste 30 dagar | Lucía Ferrán |
Arbetsplatser
Organisera förslag och team i arbetsutrymmen
| Arbetsplats | Beskrivning | E-post | Status | Uppdaterad |
|---|---|---|---|---|
| ERP PracticeKalpaka Cloud Partners | Implementations and rollouts | erp@kalpakacloud.in | Aktiv | 11/11/2026 |
| Managed CloudKalpaka Cloud Partners | Hosting and support contracts | cloud@kalpakacloud.in | Aktiv | 10/11/2026 |
| Public SectorKalpaka Gov Services | Tenders and framework bids | tenders@kalpakacloud.in | Aktiv | 08/11/2026 |
| Mumbai OfficeKalpaka Cloud Partners | West region clients | mumbai@kalpakacloud.in | Aktiv | 06/11/2026 |
| PartnersKalpaka Cloud Partners | Resold licences | partners@kalpakacloud.in | Inactive | 03/10/2026 |
Answer a client from the notification tray
In the Calisto app, Proposals’ tabs are Proposals, Quotes, Payments and Signatures. A notice carries its own button: Reply, Remind, Call, Extend, Send Payment Link or Approve.
Genvägar
New Proposal, Quick Quote, Needs You, Payments, Analytics and Purchase Order.
No Signal
Proposals, Quotes and Signatures open with no signal once kept on that device. A new proposal waits and sends once.
Share to a Proposal
A PDF, photo or spreadsheet shared from another app lands in a proposal’s attachments.
Notifikationer
A notice carries its own button: Reply, Remind, Call, Extend, Send Payment Link or Approve.
Widgetar
Needs You and Recently Viewed on Windows 11, each opening Proposals.
Var Proposals berör allt annat.
7 of these 8 connections are in your plan today; the other is its own app.
Deals
Every quote is a version on a deal, and an accepted proposal makes that deal’s contract.
Sign
The client signs the document they read in place, and a proposal’s own signature is included in its charge.
Payments
A deposit or a full payment is taken through the providers connected in Payments.
Pulse
A Pulse market report goes into a proposal as an attachment, and a rental projection becomes a rental analysis deck.
Trades
A Trades quote is sent as a proposal, and its accepted Sections become the job.
Listings
A seller presentation is built from the agent’s market analysis of the listing.
Stays
A room block on a proposal is held in Stays when the client accepts.
Automations
What happens after a yes, and every notice Proposals sends, is a rule you can see and change in Automations.
Inga inställningskostnader. Betala när du börjar använda.
One charge per proposal, its signature included.
Calisto Commerce
Designed proposals priced by a quote from your catalog, sent by email, text, WhatsApp or a link, then chosen, accepted, signed and paid on one link, with follow-up, change orders and analytics.
Nothing is due to start and there are no seats to buy. You are charged once, when a proposal is sent.
Rekommenderat för dig
Fungerar bra tillsammans.
Calisto Deals
Calisto Commerce
The CRM: leads routed and claimed, a pipeline on your own stages, quotes as versions and the contracts they become, people and companies, the day’s follow-ups, the handoff after the sale, commissions and the forecast.
Learn more →Calisto Sign
Calisto Commerce
Envelopes of one or many documents, sent to each signer in order, checked, chased until everyone signs, and sealed with a certificate anyone can verify.
Learn more →Calisto Payments
Calisto Commerce
The providers you connect in each country, every payment, refund and chargeback, payouts matched to the payments they pay out, what a buyer may pay with, pay links, fiscal providers and your devices.
Learn more →Calisto Pulse
Calisto Commerce
Rules that move the price of nights, tickets and time slots with demand inside a floor and a ceiling, reviewed or published on Autopilot, priced against the market, with seasons, adjustments, night rules and market reports.
Learn more →Calisto Trades
Inkluderade tillägg
Din Core-app visar allt som dina Commerce- och Ops-planer aktiverar.
Learn more →Calisto Listings
Listningar
Your listings, appointments, developments, rentals and the office, for each person who works in Listings.
Learn more →Calisto Stays
Inkluderade tillägg
Din Core-app visar allt som dina Commerce- och Ops-planer aktiverar.
Learn more →Calisto Automations
Calisto Ops
Rules that start from your Calisto apps, a schedule or a date and act across them all, every app’s automatic messages as rules, sequences that follow up until a person acts, and every run on record.
Learn more →Calisto Orderflow
Calisto Ops
One queue for every channel, stages moved one at a time, exceptions and service levels, picking, packing and shipping from the right place, carriers, couriers and your own drivers, returns, every floor that fulfills, and the floor worked from a phone with no signal.
Learn more →Calisto Ledger
Calisto Ops
Double-entry books set up your way, every Calisto app’s money posted to them, invoices and who owes, supplier bills read and matched, receipts as expenses, the bank reconciled, money held for others, and the statements your accountant files from.
Learn more →Calisto Velocity
Rekommenderas för
Branscherna som kör Proposals, och vad var och en kör den för.
Hotell och resortGruppera förslag
Prissatt från samma rateskalender som OTAs läser
Hotell och resort på Calisto →Serviserade lägenheterFörslag
Ett prissat erbjudande kunden kan acceptera
Serviserade lägenheter på Calisto →FastighetsmäklareListing presentations & CMA
Jämförbara försäljningar bakom priset innan mötet
Fastighetsmäklare på Calisto →FastighetsmäklareAnnonspresentationer
Bransad presentationer som hämtar live-listningsdata
Fastighetsmäklare på Calisto →FastighetsutvecklingReserveringserbjudanden
Erbjudanden som inte kan felanmäla enhetspriset
Fastighetsutveckling på Calisto →Live Music & FestivalsSponsorförslag
Publikdata som fyller i sponsorförslaget
Live Music & Festivals på Calisto →Marathons & EnduranceFörslag
Ett prissat erbjudande kunden kan acceptera
Marathons & Endurance på Calisto →Artister och talangErbjudsblad
Erbjudsblad genererat från artistprofilen
Artister och talang på Calisto →Idrottsagenter & idrottareFörslag
En rekommendation eller uppträdandeerbjudande som sponsorn kan acceptera
Idrottsagenter & idrottare på Calisto →Venue ManagementFörslag
Live katalogpriser som konverteras till ett avtal
Venue Management på Calisto →Händelse & ProduktionsuthyrningOfferter
En ren uthyrningsavtal utan levande katalogpriser
Händelse & Produktionsuthyrning på Calisto →Rekreation och hyra av fordonFörslag
Ett prissat erbjudande kunden kan acceptera
Rekreation och hyra av fordon på Calisto →Turer & UpplevelserFörslag
Ett prissat erbjudande kunden kan acceptera
Turer & Upplevelser på Calisto →Attraktioner & parkerFörslag
Ett prissat erbjudande kunden kan acceptera
Attraktioner & parker på Calisto →Hem & FälttjänsterOfferter
Godt, bättre, bäst med tillbehör prissatta från delskatalogen
Hem & Fälttjänster på Calisto →Fastighets- och bostadsinspektionKommersiella offerter
Lagrade uppskattningar för fastighetsbedömningar
Fastighets- och bostadsinspektion på Calisto →Videograf & FotograferOfferter
En länk innehåller paketet, villkoren och depången
Videograf & Fotografer på Calisto →Grafiska designers och konstnärerFörslag
Förslagspriset är webbplatspriset
Grafiska designers och konstnärer på Calisto →In-Person RetailersFörslag
Ett prissat erbjudande kunden kan acceptera
In-Person Retailers på Calisto →Allt inkluderat i Calisto Proposals.
- Calisto’s pitch decks in every industry, each in the theme library’s looks
- Templates filtered by type, industry, style and colors, with their counts
- Use This Template starts a proposal; Customize Template changes its look first; the template is never changed by use
- Save Template and Save as Template keep a deck in Mine; bought templates in Purchased
- Themes, Pitch Decks, Pages and Sections saved to the Library and inserted alike
- Every variable of the look adjusted on the proposal itself, over the theme it wears
- A design updated in the Library offered to the proposals that use it: Update or Keep
- Live co-editing, with who is where on the deck
- History: versions of the pages and the pricing, saved, compared with the current one and restored
- Merge fields filled for the reader, in the proposal’s currency and the reader’s words
- Write a Section drafts a section in your language and tone
- Read as designed pages or as one web page, the sender choosing which opens first
- A vector PDF of the same document, in any script
- Templates locked so only admins edit them, used by anyone
- A proposal’s pricing is its quote: one store of lines, never copied
- Quick Quote: a quote sent on its own, viewed, edited and sent from its own page
- The same quotes in Deals, fully editable in both
- Lines picked from the Price Book, priced in the proposal’s currency at your rate
- Option tiers, optional lines and quantities the client may change within set limits
- One-time and recurring totals shown apart, and what is due today
- Tax resolved by the pricing engine on every save
- Sections the client approves or declines one by one; a required Section cannot be declined
- Declined Sections kept with their lines, to offer again
- Draft the Quote from an inquiry, a site assessment’s notes and photos, or a description, from your catalog only
- Cost, margin and cost-up per line, shown by your cost setting
- Room blocks priced by the night in the proposal’s currency, held in Stays on acceptance
- An act’s offer as deal terms beside the show’s projection, with scaling from Tickets
- Conditions and a completion day carried into the contract
- Scope of the work: revision rounds, what the client owns, source files
- The account’s catalog, every item priced and edited in place
- Add Item, and No Price Yet on what has no price
- From prices for events, shows, sessions and meetups, priced on their own pages
- Job templates: catalog items with estimated quantities, hours and margin, read at today’s prices
- Retire a job template
- One New: from a template, from a theme, blank, from a quote, from a deal or a client
- Duplicate a proposal for another client
- Recipients: the client, other signers in order, your countersignature, copies and who pays
- A signer who signs for someone else, and in what capacity
- The company or brand a proposal is for
- Workspaces grouping proposals by team, with members; deactivate, never delete
- Review before sending, routed by amount in each currency, decided on the proposal or in Approvals
- Send by email from your business, by text from your own number or your phone, by WhatsApp from your phone, or as a link
- The email’s subject and message from your defaults, previewed exactly as sent
- Send dates the offer, freezes its terms and look, and mints the client’s link
- A message refused by its channel is no send: nothing moves and you are told
- Reminders and re-issues through the same send, each on the timeline
- Preview as the client, with nothing tracked or charged
- A sent proposal keeps its client
- Public Links: every link, live, opened, expired or revoked
- View only or full, password, allowed email domains, allowed IP addresses, a viewer limit and an expiry
- Revoke, restore and set a new expiry
- A client’s share to a colleague: view only, with every restriction of the link it came from
- Public links switched off for the whole account
- Booking Link: a stay a proposal quotes, booked by the guest with an optional deposit and discount, emailed from your mailbox
- Schedule Engine: a consultation booking page
- No account needed for an open link
- Choose an option, keep or drop extras, change quantities, approve Sections
- Accept; decline only, decline with a reason, or counter at their own price, by your setting
- A counteroffer becomes the quote’s next version; Send a Revised Proposal answers it
- Comments and replies, without your internal notes
- Sign in place with Sign; service agreements signed in the same envelope
- Pay a deposit or in full through your providers in Payments
- A booking step for the date the proposal is for
- Download the PDF, and what happens next in your words once accepted
- Sequences built inside Proposals: on sent, opened, expiring, expired, accepted or declined
- A sequence stops the moment the client accepts or declines
- Warnings before a proposal lapses, included, editable
- Follow-up turned off for one proposal, at send or later
- A proposal expires on its date; Extend reopens it
- Notices for opened, read, an option picked, commented, countered, signed, paid, shared and expired, each a rule in Automations
- Opens, time on each page and every delivery on the proposal’s record
- What the client chose settled into the quote, which becomes the contract
- Rules pinned to a proposal on acceptance: move the deal, open a task, post to the team, raise the invoice with Ledger
- An order opened with Orderflow from the accepted lines
- Change orders: priced against the contract, approved, signed as an addendum with Sign
- A change order moves the project’s budget and milestones with Velocity, and its payment and invoice
- Payments: every payment collected, per currency; record a payment by hand
- Send Payment Link for what is due, and instalments on their dates
- Signatures: every envelope of a proposal and its change orders
- Archive and restore; a sent proposal is never deleted
- Seller presentation from a listing’s market analysis, with Listings
- Rental analysis from a Pulse projection: the owner’s revenue, fees and net by month
- A Pulse market report attached to a proposal still being assembled
- Created, sent, opened and accepted, with win rate and time to close
- Accepted value by period, owner and template, per currency
- Loss reasons from declines
- Saved views of Analytics as reports, shared with the account
- The list: Boxes, Table, Contracts and Change Orders, with Needs You
- Every figure follows your money settings; withheld ones read Not shared with you
- Tabs: Proposals, Quotes, Payments and Signatures
- Shortcuts: New Proposal, Quick Quote, Needs You, Payments and Analytics
- Reply, Remind, Call, Extend, Send Payment Link and Approve on a notice
- Needs You and Recently Viewed widgets on Windows 11
- Proposals, Quotes and Signatures open with no signal once kept on a device
- Files and contact cards shared to a proposal
- Calisto’s search finds a proposal by title or client
Questions about Calisto Proposals
Once, when it first reaches the client: on its first send, or the first link a client can open. Every reminder, version, re-send and signer after that, and the signature itself, are included. Drafting costs nothing.
Verifying a signer’s identity, where you switch it on, is priced on its own. A change order signed after the client accepts is its own envelope, at Sign’s price.
No. A quote is the priced lines, and it costs nothing to build or send, here or in Deals, where the same quote appears. A proposal is the designed document a quote is sent in, and its pricing is that quote.
Yes. Offer options, optional extras, quantities they may change within your limits, and Sections they approve or decline one by one. What they choose is what they accept.
No. An open link needs nothing. A link you protect asks for its password, or a code sent to an allowed email address.
Ett skickat förslag behåller sin kund. Duplicera det för att föreslå till någon annan, vilket är ett nytt förslag. Att lägga till en annan person hos samma kund ingår.
It moves to Expired on its date and its link stops accepting. Extend it to reopen it for your usual number of days.
No. A proposal a client has seen is archived instead: off your list and restorable, and the client can still open it.
