Proposal Software and Quotation Software That Sells the Value in Minutes
- Voice it once
- Brand it beautifully
- Personalise the offer
- Explain the value
- Quote created
- Get it accepted
- Connect the next step
- Templates you reuse
- Packages already priced
- Attached to the client
- Signature where enabled
- Invoice-ready
Is this you?
Why Building Proposals and Quotes Without Quotation Software Wastes Unpaid Hours
All three have the same problem: the document is built by hand and then lives away from the client, the sale and the money.
You build every proposal yourself
You spend hours moving boxes, finding images and trying to make the document match the rest of your brand.
You send a number without selling the value
Your quote explains the cost but not the problem, process, outcome or expertise behind it—leaving the client to judge everything on price.
Your documents live in another app
The proposal, signature, CRM, quote, invoice and client information are all stored in different systems that do not speak to each other.
Proposals + Quotes walkthrough
Watch the Quotation Software Turn One Voice Note Into an Accepted Proposal and Quote
Watch one prompt pull the client from your CRM, add the right package or job, apply your branding, write the sales copy, create a clear quote and come back accepted.
- Giving a voice or text prompt
- The client chosen from your CRM
- The right package, job or service added
- Your brand styling applied
- Sales copy written for the offer
- Pricing and inclusions appearing
- Terms or an expiry date added
- The proposal previewed before sending
- The client receiving the document
- Acceptance or signature recorded
- The CRM stage updated
- The next task created
Prefer to speak to someone? Book a Live Walkthrough
Are you currently doing this?
A proposal should help close the sale—not create hours of unpaid work.
The price is the easy part, and any quoting app can add up numbers. What decides whether they say yes is everything around it—and that is usually built from scratch. Quotation system software should carry the value, the price and the approval together.
Writing it
- Not knowing what to write
- Rebuilding every document manually
- Documents that do not match your brand
- Generic quotes that never explain value
Moving information around
- Copying prices between systems
- Retyping client details again
- Searching for the latest version
- Inclusions forgotten under pressure
What it costs to keep running
- Separate proposal software
- Paying extra for digital signatures
- Design help for every document
- Time spent on unpaid sales admin
After you press send
- Manually updating the CRM
- Follow-up nobody remembered
- Accepted quotes rebuilt as invoices
- Clients getting an inconsistent experience
You can stop building proposals in one app and quoting in another. The whole sale—proposal, quote, invoice and follow-up—can live in one place.
Introducing
Proposals + Quotes inside Alive24.
It works from the brand, services, packages, pricing and client information already set inside Alive24—so a document arrives looking like your business and leaves the sale connected to what happens next.
Prefer to speak to someone? Book a Live Walkthrough
Voice it once
Brand it beautifully
Personalise the offer
Explain the value
Quote created
Attached to the client
Get it accepted
Templates you reuse- Options presented
Nothing forgotten- Approved pricing
Scope and inclusions- Expiry dates set
- Signature where enabled
- CRM stage updated
- Follow-up created
- Invoice-ready
- One connected journey
Voice it once
Explain the job in a sentence and the document is built around it.
Brand it beautifully
The same look as your website and everything else you send.
Personalise the offer
The opening speaks to what this client actually told you.
Explain the value
Problem, solution, process and outcome—not just a number.
Quote created
Approved package pricing, options and payment terms.
Reusable templates
Common services saved once, personalised for each client.
Get it accepted
Approval or digital signature where you have enabled it.
Attached to the client
The document stays on the lead or client record.
Nothing forgotten
Scope, inclusions, exclusions and terms all presented.
Connect the next step
Accepted work carries into invoicing, onboarding and delivery.
- Voice it once
- Brand it beautifully
- Personalise the offer
- Explain the value
- Quote created
- Get it accepted
- Connect the next step
- Templates you reuse
- Attached to the client
- Invoice-ready
How it works
You choose the client, say what you need, Alive24 builds it, you send it and the sale moves forward.
One clear process, five stages, with quotation management software built in. Click through to see exactly what a proposal uses and what it connects to.
You voice-note one thing…
“Create a proposal for this consulting lead using our six-month package.”
One voice note — the proposal, the quote and the next step all build themselves around it
Step 1 · Choose the client and opportunity
Choose the client and opportunity
Open the relevant lead, job, package or sales opportunity already inside Alive24.
- The lead or client record
- The job or opportunity
- The package or service
- What was discussed
- Their stated problem
- The sales stage
Then the proposal, the quote, the client record and the next financial step all agree—without another document tool in the middle.
Solved, in one place
Meet the proposal app and quotation software that already knows what you’re selling.
Alive24 uses the approved business, branding, package, pricing and client information already inside the system. One voice or text prompt can create a polished proposal, a detailed quote, or a combined document—then keep it connected to the sale, the invoice and the delivery.
Your proposal builder
Your brand. Your packages. Your pricing.
Voice note → Your brand updated
Your brand
The same colours, type and feel as your website and everything else you send.
Your voice
Your approved tone, so the writing sounds like you rather than a template.
Your packages
The offers you already built, with the inclusions and scope attached.
Your pricing
Approved prices used as they are—no rekeying numbers between apps.
The client’s problem
The opening explains what they told you, so they know they were heard.
The solution
Why this approach suits them, what is involved and what it delivers.
The process
The stages, the timeline and what happens once they say yes.
Acceptance
Approval or digital signature where you have enabled it on the document.
The CRM
The document stays on the lead or client record it belongs to.
The next step
The accepted information carries into invoicing, onboarding and delivery.
Prefer to speak to someone? Book a Live Walkthrough
Built for real businesses
Whatever you sell, present it like it matters.
Some need a one-page quote, others a full proposal—both built from the packages, pricing and client information already inside Alive24.
Massage therapist
Personal trainer
Beauty and skin therapist
Yoga and pilates teacher
Naturopath and nutritionist
Counsellor and psychologist
Physio and chiropractor
Health coach
Massage therapist
Personal trainer
Beauty and skin therapist
Yoga and pilates teacher
Naturopath and nutritionist
Counsellor and psychologist
Physio and chiropractor
Health coach
Electrician
Plumber
Builder and carpenter
Landscaper and gardener
Painter and decorator
Cleaner and home services
Handyman
Property and rental operator
Electrician
Plumber
Builder and carpenter
Landscaper and gardener
Painter and decorator
Cleaner and home services
Handyman
Property and rental operator
Website designer
Social media manager
Business coach
Business consultant
Marketing consultant
PR consultant
Bookkeeper
Accountant
Virtual assistant
Copywriter
Brand and graphic designer
Photographer and videographer
Course creator and tutor
Maker and product seller
Mobile and local operator
Website designer
Social media manager
Business coach
Business consultant
Marketing consultant
PR consultant
Bookkeeper
Accountant
Virtual assistant
Copywriter
Brand and graphic designer
Photographer and videographer
Course creator and tutor
Maker and product seller
Mobile and local operator
Trades
Itemised job quotes with inclusions, exclusions, photos and a deposit request.
Wellness practitioners
Package and program quotes with session counts, validity and payment options.
Coaches
Proposals with outcomes, structure, investment tiers and a signed agreement.
Consultants
Scoped proposals with deliverables, milestones, assumptions and staged payments.
Makers
Commission quotes with materials, timelines, deposit and approval points.
Small agencies
Retainer and project proposals with case studies and monthly terms.
Tell it what you want in plain language
Create a proposal, a quote or both by simply explaining the job.
Describe the client, the offer and the price. Alive24 uses the connected client, package and pricing information rather than making you re-enter everything.
“Build a proposal and quote for Luke’s landscaping job. Use the measurements I just gave you, add materials, labour and 10% contingency, show the stages and payment options, set an expiry date and hold it until I approve it.”
- Create a proposal for this consulting lead using our six-month package
- Personalise the opening around the problems discussed on the call
- Build a quote for Luke’s landscaping job using these measurements
- Add the materials, labour and contingency I just described
- Combine the proposal and quote into one document
- Give the client two package options and make the preferred one clear
- Explain the process in stages with a realistic timeline
- Add the inclusions and the things we are not covering
- Use the approved pricing from our packages
- Set staged payments across the project
- Add an expiry date two weeks out
- Save this as a template I can reuse
- Personalise the template for this client
- Send it once I have approved it
What that normally means
- A blank page on a Sunday night
- Boxes dragged around a design tool
- Prices copied between systems
- A separate signature subscription
- Documents saved away from the client
- An invoice rebuilt from scratch after a yes
Plain language in, a branded proposal or quote out—built from the business, packages and pricing you already approved, and never sent until you say so.
Time, money and energy saved
Stop paying for separate design, proposal, quote, signature and accounting-software tools.
The message is not ‘another document app’. It is: present the value properly, price it accurately, and keep the accepted work connected to the client and the money.
What quietly disappears
- Proposal-software subscriptions
- Design-software subscriptions
- External document designers
- Quotes trapped in accounting software while proposals live elsewhere
- Separate signature tools
- Hours of unpaid sales admin
- Prices copied between systems
- Inclusions forgotten under pressure
- Documents nobody can find
- CRM records updated by hand
- Follow-up that never happened
- High-value opportunities lost
Evenings you never billed for—and work you presented as a number instead of a value
Inside Alive24
- Branded proposals created in minutes
- Value and outcomes clearly explained
- Pricing drawn from approved packages
- Options presented clearly
- Documents attached to the CRM
- Acceptance and follow-up connected
- Templates you reuse and personalise
- Accepted quotes turned into invoices in the same system
- Client onboarding started properly
- One connected Sell journey
One connected sales document, used across Sell, delivery and your numbers
Time and energy returned
- No staring at a blank page
- No wrestling with layouts
- No copying information between systems
- No worrying about inconsistent branding
- No forgetting important inclusions
- No manual CRM updates
- Knowing what needs to happen next
- Presenting premium work with confidence
Alive24 Proposals + Quotes works from the brand, packages, pricing and client information you set up inside Alive24. Documents are only sent when you approve them, acceptance and digital signature apply where you enable them, quotes become invoices through the workflow you configure, and terms remain your responsibility to review—it is not legal advice or specialist estimating software for complex industries.
See full pricingBefore and after
From disconnected documents to one professional sales journey.
The same job, the same price—the difference is whether the client understands the value and whether the accepted work stays connected to the sale.
Before
- Proposals manually designed
- Branding inconsistent
- Quotes focused only on price
- Client details copied between apps
- Signatures managed somewhere else
- Accepted work recreated as an invoice
- Documents nobody can find
After
- Branded proposals created in minutes
- Value and outcomes clearly explained
- Pricing drawn from approved packages
- Proposals, quotes and invoices in one connected system
- Acceptance and follow-up connected
- Accepted quotes turned into invoices without rekeying
- One connected Sell journey, start to finish
Real examples, not document templates
From a simple quote to a full proposal—it sells the complete value.
The same builder shapes a simple quote or a full proposal, using the packages, pricing and client information already inside Alive24.
- A trade business presenting a major job with scope, materials and stages
- A quote itemised from measurements spoken on site
- A consultant selling strategy and implementation together
- A wellness professional presenting a complete client journey
- A coach offering a multi-session transformation
- A creative business explaining a customised project and revisions
- A course creator presenting a high-value program
- A group package with two clear options
- A reusable template for a common service
- A personalised version for one client
- Staged payments across a project
- An expiry date that keeps pricing current
- Acceptance recorded on the record
- The agreed quote ready for the next financial step
The proposalBranded and personalised
The client’s problem, your solution and the value—looking like the rest of your business.
The quoteItemised and accurate
Labour, materials, stages and contingency using approved pricing.
The builderOne prompt, one document
Say what you need and review it before anything is sent.
The acceptanceApproved without another app
Acceptance or signature recorded where you have enabled it.
The client recordThe document stays with the sale
Proposal, quote, stage and next task on one record.
The next stepAccepted work carries forward
Invoice, payment, onboarding and delivery all use what was agreed.
Swipe or scroll for more
Prefer to speak to someone? Book a Live Walkthrough
Two clear ways to start
Send the proposal, the quote—or both together.
Both routes end the same way: one branded document, attached to the right person and the right sale.
- Open the lead or opportunity
- Explain the client’s problem
- Present the recommended solution
- Show the process and timeline
- Set out the scope and inclusions
- Prove you can do the work
- Present the investment clearly
- Give options where it helps
- Add terms and an expiry date
- Ask for the acceptance
Sell the client on the problem, solution, outcome, process, expertise and value before presenting the investment and next step.
A consultant sends a six-month proposal that opens with the exact problems discussed on the call, then presents two package options with the preferred one made clear.
- Choose the client and the job
- Use approved package pricing
- Itemise labour and materials
- Add measurements or quantities
- Include contingency where needed
- Show inclusions and exclusions
- Add stages or milestones
- Set payment options
- Add an expiry date
- Send it for acceptance
Generate an itemised or package-based quote using the approved pricing, scope, costs and client information already connected to Alive24.
A landscaper quotes a full job from the measurements, materials, labour and contingency he speaks into Alive24 while still standing on site.
See a real proposal inside Alive24Real proof
It looks like hours of work. It started with one voice note.
Working Alive24 examples show the difference between a price in an email and a branded proposal that explains the value, gets accepted and carries the agreed work into invoicing and delivery.
These are realistic product examples inside Alive24. No customer testimonial, acceptance rate, customer logo, award or financial outcome is claimed.
Prefer to speak to someone? Book a Live Walkthrough
Prefer to speak to someone? Book a Live Walkthrough
What you actually receive
Everything the client needs to understand, trust and approve the work.
Your packages, prices and terms are already in the system, so the quote assembles itself.
Build fast
Minutes, not evenings.
- Pull line items straight from your packages and price list
- Pre-filled client details from the contact record
- Optional extras and tiered options the client can choose
- Inclusions, exclusions and terms applied automatically
- Templates per service so nothing is forgotten
Look right
Documents that justify your price.
- On-brand layout matching your website
- Clear scope, outcomes and timelines
- Photos, proof and case studies included
- Correct tax treatment and totals
- Readable on a phone, which is where it gets opened
Track
Know what is happening after you hit send.
- Sent, opened and viewed status
- Automatic follow-up reminders
- Expiry dates so prices do not run forever
- Version history when scope changes
- Everything logged on the deal
Close
A yes that turns into work and money.
- Online acceptance with a signature
- Deposit or full payment collected at acceptance
- Deal moves to won automatically
- Job or sessions scheduled and onboarding triggered
- Invoice raised from the accepted quote
Prefer to speak to someone? Book a Live Walkthrough
Built to hold the whole offer
Everything the client needs to understand, trust, approve and pay for the work.
Alive24 keeps the client, the offer, the scope, the price and the acceptance together, so a proposal is never just a number in an email and a quote is never just a line in your accounting software.
“Six-month consulting proposal · two options · expires in 14 days”
Built from the approved brand, packages and pricing, reviewed before it is sent, and connected once it is accepted.
- 01
The proposal sells the value
Their situation, your solution, the process, the inclusions and the investment—so the client understands what they are buying before they see the price.
- 02
The quote shows the cost
An itemised or package-based price built from approved labour, materials, stages, contingency and payment terms—no numbers copied from another app.
- 03
Acceptance creates the invoice
They approve or sign where enabled, the CRM stage moves, the next task is created and the agreed quote is ready to become an invoice and payment.
- Client name and details
- The proposal title
- Your understanding of their needs
- The recommended solution
- The scope of work
- The process or delivery stages
- The outcomes they are buying
- What is included
- What is excluded where relevant
- The timeline
- Pricing and payment options
- Expiry, acceptance or signature
Alive24 is informed by more than 20 years of hands-on small-business, hospitality, wellness, sales and delivery experience—including knowing exactly how many unpaid evenings disappear into building a document that should have taken minutes.
Prefer to speak to someone? Book a Live Walkthrough
Fewer blank pages. Fewer subscriptions. A sale you can actually follow.
One connected proposal journey instead of another pile of subscriptions.
The proposal is not a document exercise bolted onto the sale. It is where the offer is understood, approved and carried into the work.
From qualified lead to accepted work
One document, connected through the entire Sell journey.
- 01
Qualified lead
Somebody enquires through the website or chat, or an existing client asks what the next piece of work would cost.
The moment it matters
- 02
CRM opportunity
The lead, the conversation and what they need already sit on one record inside Alive24.
Nothing retyped
- 03
Package or job selected
The approved package, service or job is chosen with its scope, inclusions and pricing attached.
Priced properly
- 04
Proposal and/or quote
One prompt creates the branded proposal, the itemised quote or both together, ready for you to review.
Built in minutes
- 05
Client reviews
They read a document that explains their situation, your solution, the process and the investment.
Value before price
- 06
Acceptance or signature
Where you have enabled it, they approve or sign without moving through a separate document system.
A clear yes
- 07
Invoice or payment
The agreed information carries into invoicing and payment through the workflow you configure.
Paid for properly
- 08
Onboarding and delivery
The accepted scope starts the client onboarding, the job and the work that follows it.
Straight into the work
- No proposal built from a blank page
- No separate signature subscription
- No prices copied between systems
- No accepted quote rebuilt by hand
Prefer to speak to someone? Book a Live Walkthrough
Connected, not bundled
Every proposal and quote connects to the rest of Sell.
Change your brand, packages or pricing once and your proposals and quotes change with them—because the builder uses the information already connected inside Alive24 instead of a separate copy you have to remember to update.
- 1Packages + PricingWhere the numbers on the document come from.
- 2AI Sales Chat + Follow-UpQualifies somebody before the proposal.
- 3CRM + PipelineThe document stays on the lead record.
- 4Bookings + CalendarAn accepted proposal becomes booked time.
- 5Invoices + PaymentsThe accepted quote carries into payment.
- 6Client Management AreaThe agreed work starts properly.
- 7Projects + JobsThe agreed scope becomes the job.
- 8Tasks + WorkflowsThe follow-up actually happens.
- Packages + Pricing decides what the offer actually costs
- CRM + Pipeline keeps the document on the lead record
- AI Sales Chat can qualify somebody before the proposal
- Bookings + Calendar turns an accepted proposal into booked time
- Invoices + Payments takes the accepted quote to payment
- Client Onboarding starts the work with what was agreed
- Projects + Jobs carries the agreed scope into delivery
- Tasks + Workflows make sure the follow-up happens
- Business Dashboard shows the value of what is out and accepted
- Proposals + Quotes is included inside Alive24. It is not a separate proposal app, quote generator, e-signature subscription or brand—and terms remain yours to review.
Find your number
Turn more of your expertise into something clients can confidently buy.
Answer a few clear questions about what you sell, how you currently present it and how long each document takes to build. Solomon helps show where connected proposals and quotes would win more of the work you are already quoting for.
Take the 2-minute proposal check
Free, no commitment, with a practical summary of the sales admin to connect.
Start with SolomonPrefer to speak to someone? Book a Live Walkthrough
Explore the connected system
See how one proposal connects across Sell, client delivery and your numbers.
The main journey stays inside Sell, with packages and chat feeding it and the accepted work carrying into delivery.
You
One voice note. One change.
Voice note → Website updated
Prefer to speak to someone? Book a Live Walkthrough
What owners say about Alive24
Real owners building clearer, more connected businesses with Alive24.
I got so excited when I opened the app to start I almost peed myself.
Skye S.Breathwork Coach · 35 · AustraliaWhiz bang. Just like that. Website up in 3 mins. This is crazy!
LukeNoosa Fencing · 44 · AustraliaWho needs a husband when you have this!
AstridLuxury Hospitality Consultant · 51 · FranceI can't believe I waited so long. Stuck in a job I hated. Launched my business after a friend recommended this. Immediately took on clients. It's too easy.
VaneziaChild Psychologist and Educator · 29 · IndonesiaProcrastination was my middle name. I would do anything to not deal with business admin. One quick set up and one big contract. I can breathe again. Thank you.
MarnieSpa Consultant · 55 · AustraliaI actually wake up excited to work. I've got so much more free time I actually don't know what to do with myself!
RosaInterior Decorator · 41 · AustraliaA sold out retreat. I'm 75 years old. I've been trying to do this for years. It just paid for itself 5 times over.
MaggieEnergy Healer · 75 · AustraliaI got so excited when I opened the app to start I almost peed myself.
Skye S.Breathwork Coach · 35 · AustraliaWhiz bang. Just like that. Website up in 3 mins. This is crazy!
LukeNoosa Fencing · 44 · AustraliaWho needs a husband when you have this!
AstridLuxury Hospitality Consultant · 51 · FranceI can't believe I waited so long. Stuck in a job I hated. Launched my business after a friend recommended this. Immediately took on clients. It's too easy.
VaneziaChild Psychologist and Educator · 29 · IndonesiaProcrastination was my middle name. I would do anything to not deal with business admin. One quick set up and one big contract. I can breathe again. Thank you.
MarnieSpa Consultant · 55 · AustraliaI actually wake up excited to work. I've got so much more free time I actually don't know what to do with myself!
RosaInterior Decorator · 41 · AustraliaA sold out retreat. I'm 75 years old. I've been trying to do this for years. It just paid for itself 5 times over.
MaggieEnergy Healer · 75 · AustraliaQuestions
Proposals + Quotes—the questions owners actually ask.
Still unsure? The full demo answers most of it in a few minutes, without a sales call.
Ready to send proposals and quotes that sell the value and make it easy to say yes?
See how Alive24 turns one voice prompt into a branded proposal, accurate quote and connected journey from lead to paying client.
Book a Live Walkthrough
See how your own brand, packages and pricing could become branded proposals and accurate quotes in minutes.
Book a Live WalkthroughSee How Sell Works
Explore how Proposals + Quotes connects to packages, CRM, chat, bookings, payments and client delivery across Alive24.
See How Sell WorksGet Alive24
Pay once to own the ready-built system, then run Proposals + Quotes, Sell, delivery and Money + Control with one low subscription.
Get Alive24