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.
Build
Templates, themes and the deck.
Price
A quote from your catalog.
Send
Email, text, WhatsApp or a link.
The Client’s Link
Choose, accept, sign and pay.
Follow-Up
Reminders that stop at an answer.
After the Yes
Contract, payments and change orders.
Analytics
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.
Templates
Proposals for your industry, ready to send.
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.
Quote
What you are pricing, and the options the client chooses between
| Item | Qty | Cost | Unit price | Target margin | Discount | Total |
|---|---|---|---|---|---|---|
| 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 · Monthly | 48 | $61.00 | $115.00 | 47% | 0% | $5,520.00 |
| Server monitoringMonthly | 3 | $70.00 | $140.00 | 50% | 0% | $420.00 |
| After-hours coverMonthly · Optional | 1 | $420.00 | $780.00 | 46% | 0% | $780.00 |
Sections
Work grouped into parts the client approves or declines one by one. Declined work stays on record to offer again.
Quote
What you are pricing, and the options the client chooses between
Options
Good, Better and Best for the client to choose between, each with its own lines.
Quote
What you are pricing, and the options the client chooses between
| Item | Qty | Unit price | Total |
|---|---|---|---|
| Office cleaning, 6 daysMonthly | 26 | AED 640.00 | AED 16,640.00 |
| Day porter, 8 hoursMonthly | 26 | AED 260.00 | AED 6,760.00 |
| Washroom service, 4 a dayMonthly | 26 | AED 95.00 | AED 2,470.00 |
| Consumables and suppliesMonthly | 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 09/11/2026 · 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.
Price Book
Your sellable catalog. Add items and set their prices here.
| Item | Category | Description | Price | Pricing |
|---|---|---|---|---|
| Menú degustación, 6 tiempos | Menús | Por invitado | 94,00 € | Priced |
| Cóctel de bienvenida | Menús | Por invitado, 45 minutos | 22,00 € | Priced |
| Barra libre, 4 horas | Bebidas | Por invitado | 38,00 € | Priced |
| Maridaje de vinos | Bebidas | Por invitado, 4 copas | 29,00 € | Priced |
| Montaje de mesas imperiales | Montaje | Por mesa de 12 | 145,00 € | Priced |
| Mantelería de lino | Alquiler | Por mesa | No price |
| Template | Category | Line Items | Est. Hours | Total Value | Used |
|---|---|---|---|---|---|
| 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.
Quote
What you are pricing, and the options the client chooses between
| Item | Qty | Cost | Target margin | Price (from margin) | Total |
|---|---|---|---|---|---|
| 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 |
Pricing Rules
A default markup, a minimum margin and a maximum discount, checked on every quote and again when it is sent.
Settings
| Item | Qty | Unit price | Discount |
|---|---|---|---|
| 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% |
Quick Quote
A price on its own, sent without a proposal.
New Quote
Line items, prices and totals. Save, then email or share a link to the client.
| Item | Description | Qty | Unit Price | Line Total |
|---|---|---|---|---|
| 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 |
Quote
What you are pricing, and the options the client chooses between
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.
Proposals
Create, track, and close proposals
| Proposal | Client | Value | Status |
|---|---|---|---|
| Pricing Strategy Review | Martin Veltheim | CHF 148'000 | Viewed |
| Sales Incentive Redesign | Nora Baumann | CHF 86'000 | Sent |
| Distributor Margin Audit | Felix Gerber | CHF 54'500 | Draft |
| Market Entry, Austria | Claudia Moser | CHF 212'000 | Accepted |
| Procurement Benchmark | Thomas Frei | CHF 39'000 | Viewed |
Who It Is For
Recipients
Who it is for, who signs, and who pays
The client, other signers in order, your countersignature, copies and who pays.
Approval Before Sending
Settings
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
Public Links
Public links are created automatically when you send a proposal. They appear here for management.
| Proposal | Status | Access | Protected By | Viewers | Expires | |
|---|---|---|---|---|---|---|
| Brand and Website Retainer14 Views | Live | Full | Email domains | 3 / 10 | 28/11/2026 | Revoke |
| Rebrand, Phase Two6 Views | Live | View only | Password | 2 / 5 | 19/11/2026 | Revoke |
| Annual Report 202621 Views | Live | Full | IP list | 4 / 4 | 14/11/2026 | Revoke |
| Packaging System3 Views | Expired | Full | Password | 1 / 3 | 04/11/2026 | Revoke |
| Investor Deck Refresh5 Views | Revoked | Shared by client | Email domains | 2 / 10 | 21/11/2026 | Restore |
| Website Care Plan2 Views | Live | Full | Password | 1 / 2 | 05/12/2026 | Revoke |
View only, a password, allowed email domains or IP addresses, a viewer limit and an expiry date. Revoke and restore any link.
Preview as the Client
| Item | Qty | Unit | Total |
|---|---|---|---|
| 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.
Choose
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)
Warns the client before a proposal runs out. Included with every proposal. Pause it to stop the warnings, or edit the steps to chase differently.
{{proposal.name}} is valid until {{proposal.validUntil}}2Step 2 · +4d · Email{{proposal.name}} expires in a few days3Step 3 · +2d · Email{{proposal.name}} expires tomorrowExpiry
A proposal lapses on its date. Extend it in one tap.
Rooftop Solar, 42 kWp
Pieter van Wyk · R 912 000
Notices
Opened, commented, countered, signed, paid and expired, each a rule you can change with Automations.
Notifications
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}}2Step 2 · +5d · Email{{instalment.name}} for {{proposal.name}} is still open3Step 3 · +7d · EmailA 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.
Proposals
Work you have won, and what is still owed on it
Change Orders
Full Roof Replacement
| Line | Change | Before | After | Δ |
|---|---|---|---|---|
| Decking replacement, OSB | Added | $0 | $1,860 | +$1,860 |
| Ice and water shield | Changed | $1,416 | $1,888 | +$472 |
| Skylight replacement | Removed | $2,480 | $0 | −$2,480 |
| Disposal, extra dumpster | Added | $0 | $540 | +$540 |
| Ridge vent | Changed | $1,120 | $1,290 | +$170 |
See how proposals are opened, won and lost
From created to sent, opened and accepted, with win rate, time to close, accepted value by period, owner and template, and the reasons clients gave for declining. Save any view as a report. Figures follow your money settings.
Analytics
How your proposals are doing: sent, opened, won and what they were worth. Save any view as a report.
Workspaces
Proposals grouped by team, each with its own members.
Workspaces
Organize proposals and teams into workspaces
| Workspace | Description | Status | Updated | |
|---|---|---|---|---|
| ERP PracticeKalpaka Cloud Partners | Implementations and rollouts | erp@kalpakacloud.in | Active | 09/11/2026 |
| Managed CloudKalpaka Cloud Partners | Hosting and support contracts | cloud@kalpakacloud.in | Active | 08/11/2026 |
| Public SectorKalpaka Gov Services | Tenders and framework bids | tenders@kalpakacloud.in | Active | 06/11/2026 |
| Mumbai OfficeKalpaka Cloud Partners | West region clients | mumbai@kalpakacloud.in | Active | 04/11/2026 |
| PartnersKalpaka Cloud Partners | Resold licences | partners@kalpakacloud.in | Inactive | 01/10/2026 |
Needs You
Countered, waiting for review or lapsing within a week, at the top of the list.
Proposals
Create, track, and close proposals
| Proposal | Client | Value | Status |
|---|---|---|---|
| Lançamento VerãoExpires in 6 days | Cacau Serra Fina | R$ 214.000 | Changes requested |
| Rebranding CompletoExpires in 14 days | Farmácia Bom Jardim | R$ 168.000 | Pending Approval |
| Campanha Dia das MãesExpires in 2 days | Loja Tiê | R$ 72.500 | Viewed |
| Gestão de Redes, 12 MesesExpires in 3 days | Café Grão Paulista | R$ 96.000 | Sent |
| Evento de LançamentoExpires in 9 days | Bike Urbana SP | R$ 58.400 | Changes requested |
By Owner and Template
Created, sent, accepted, declined and win rate for each person and each template, with the value each one won.
Analytics
How your proposals are doing: sent, opened, won and what they were worth. Save any view as a report.
| Owner | Created | Sent | Accepted | Declined | Win Rate |
|---|---|---|---|---|---|
| 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% |
| Owner | Accepted value | |
|---|---|---|
| Dana Whitfield | $186,400 | |
| Marcus Liang | $121,900 | |
| Sofia Reyes | $98,300 | |
| Owen Barrett | $41,600 | |
| Priyanka Das | $57,200 |
Engagement
How many clients open, how soon, how long they read and which pages hold them.
Analytics
How your proposals are doing: sent, opened, won and what they were worth. Save any view as a report.
Loss Reasons
The reasons clients gave for declining, counted.
Analytics
How your proposals are doing: sent, opened, won and what they were worth. Save any view as a report.
Saved Reports
Any view saved by name, for you or shared with everyone in the business.
Analytics
How your proposals are doing: sent, opened, won and what they were worth. Save any view as a report.
| Report name | Owner |
|---|---|
| Bodas, temporada 2027Revenue · Year to date | Lucía Ferrán |
| Empresas por comercialConversion · Last 90 days | Álvaro Rus |
| Motivos de rechazoLoss Reasons · All time | Lucía Ferrán |
| Lectura por páginaEngagement · Last 30 days | Marta Gil |
| Resumen mensualOverview · Last 30 days | Lucía Ferrán |
Workspaces
Organize proposals and teams into workspaces
| Workspace | Description | Status | Updated | |
|---|---|---|---|---|
| ERP PracticeKalpaka Cloud Partners | Implementations and rollouts | erp@kalpakacloud.in | Active | 09/11/2026 |
| Managed CloudKalpaka Cloud Partners | Hosting and support contracts | cloud@kalpakacloud.in | Active | 08/11/2026 |
| Public SectorKalpaka Gov Services | Tenders and framework bids | tenders@kalpakacloud.in | Active | 06/11/2026 |
| Mumbai OfficeKalpaka Cloud Partners | West region clients | mumbai@kalpakacloud.in | Active | 04/11/2026 |
| PartnersKalpaka Cloud Partners | Resold licences | partners@kalpakacloud.in | Inactive | 01/10/2026 |
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.
Shortcuts
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.
Notifications
A notice carries its own button: Reply, Remind, Call, Extend, Send Payment Link or Approve.
Widgets
Needs You and Recently Viewed on Windows 11, each opening Proposals.
Where Proposals touches everything else.
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.
No setup cost. Pay when you start using.
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.
Recommended for you
Works well together.
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
Included With Your Plans
Your Core app shows everything your Commerce and Ops plans turn on.
Learn more →Calisto Listings
Listings
Your listings, appointments, developments, rentals and the office, for each person who works in Listings.
Learn more →Calisto Stays
Included With Your Plans
Your Core app shows everything your Commerce and Ops plans turn on.
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
Recommended for
The industries that run Proposals, and what each of them runs it for.
Hotels & ResortsGroup proposals
Priced from the same rate calendar the OTAs read
Hotels & Resorts on Calisto →Real Estate AgentsListing presentations & CMA
Comparable sales and live pricing in a branded link
Real Estate Agents on Calisto →Real Estate BrokersListing presentations
Branded presentations pulling live listing data
Real Estate Brokers on Calisto →Property DevelopmentReservation offers
Offers that cannot misquote the unit price
Property Development on Calisto →Live Music & FestivalsSponsorship proposals
Audience data filling the sponsor proposal
Live Music & Festivals on Calisto →Marathons & EnduranceProposals
A priced offer the customer can accept
Marathons & Endurance on Calisto →Artists & TalentOffer sheets
Offer sheet generated from the artist profile
Artists & Talent on Calisto →Sports Agents & AthletesProposals
An endorsement or appearance offer the sponsor can accept
Sports Agents & Athletes on Calisto →Venue ManagementProposals
Live catalog pricing that converts to a contract
Venue Management on Calisto →Stadiums & ArenasProposals
Live catalog pricing that converts to a contract
Stadiums & Arenas on Calisto →Event & Production RentalsQuotes
A clean rental agreement off live catalog pricing
Event & Production Rentals on Calisto →Recreation & Vehicle RentalProposals
A priced offer the customer can accept
Recreation & Vehicle Rental on Calisto →Home & Field ServicesQuotes
Good, better, best with add-ons priced from the parts catalog
Home & Field Services on Calisto →Property & Home InspectionCommercial quotes
Tiered quotes for property condition assessments
Property & Home Inspection on Calisto →Videography & PhotographersQuotes
One link holds the package, the terms, and the deposit
Videography & Photographers on Calisto →Graphic Designers & ArtistsProposals
The proposal price is the website price
Graphic Designers & Artists on Calisto →Everything included in 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.
A sent proposal keeps its client. Duplicate it to propose to someone else, which is a new proposal. Adding another person at the same client is included.
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.
