Signed today, billed right for the life of the deal
Write the proposal from your own templates and send it for signature. Once it's signed, its fees, milestones and retainer are set up for billing to confirm, and every invoice points back to the clause it bills.
Fees
Signers
How it runs
From the proposal to every invoice it produces
Write it from your own templates
You write the proposal on the page your client will sign. The client's name and address fill in from their record. Totals work themselves out from the fee table, and an optional phase appears only when you include it.
Checked before it goes
A proposal whose standard wording was changed, or that meets a rule you set (a discount over 10%, a fee over $50,000), waits for someone you name to approve it. Change it after the approval and it asks again.
Signed online, by everyone who needs to
Each signer gets their own link by email and fills only the fields placed for them. They can all sign at once or in an order you set, and you countersign inside duebird. Reminders go out on their own, and a link stops working after the date you chose.
A sealed copy for everyone
When the last person signs, the proposal is in force. Everyone receives the signed PDF with a certificate listing every step. It's filed on the client's record, and anyone can check that a copy hasn't been changed.
Brought into billing, with you
A signature doesn't start billing on its own. Press Bring into billing and duebird reads the signed copy, the same way it reads a contract a client sends you. It proposes the prices, the rules and a billing schedule, and you confirm them with the proposal open beside you.
Invoices follow the engagement
Mark a milestone reached and its invoice is drafted. The retainer bills every month and extra hours bill the month after. Every draft comes to your team to approve and send.
What it handles
Proposals that turn into revenue
Your templates
A template for each kind of engagement, with your standard wording and the details a person fills in each time.
SOWsproposalsengagement letters
Locked sections
Standard clauses can't be edited until a billing manager unlocks them, and an edited one asks for approval.
lockedapproval
Fee tables that add up
Rows of fees, milestone shares and totals, worked out from what you enter.
formulasrepeating rows
Optional sections
A phase, a clause or a field that appears only when a condition holds.
conditions
Built-in e-signature
A link for each signer, signing order, countersignature, reminders, expiry and handing it on to a colleague.
signing orderreminders
Revisions and comparison
Revise a sent proposal and compare any two versions, figure by figure and paragraph by paragraph.
versionscompare
A record of every step
Sent, opened, commented, signed, reminded: each step is recorded in a chain, and the signed copy is sealed.
certificatesealed PDF
Anyone can verify
A public page checks whether a PDF is the sealed copy duebird produced, unchanged.
verify
Drafted from a conversation
Ask duebird for a proposal from one of your templates and it fills in a draft for you to finish and send.
chatdraft only
Which one fits
Quote, proposal or contract?
Quote to Cash
You sell products. The customer accepts a price online, often with a PO number, and the order is made from what they chose.
goodsaccepted online
Proposal to Cash
You sell work. Scope, fees and milestones are agreed in a document both sides sign before anything is billed.
servicessigned
Contract to Cash
The client sends their own agreement, or one is already in force. duebird reads it and keeps billing in step as it is amended and renewed.
their paperrenewals
30 minutes, your paperwork
Bring a proposal you sent last month
We'll show you the billing it sets up, milestone by milestone.