Exannio In private beta
PROPOSALS & QUOTESPRIVATE BETA

Win the work. Look good doing it.

Branded proposals from reusable templates and clear quotes your client can accept, decline or ask to change.

In private beta See a proposal
Exannio pipeline board with deals in Inquiry, Qualified, Quoted, Verbal yes and Won columns, using sample data
FROM INQUIRY TO YES

Every opportunity has a next step.

A pipeline you can see

Move deals from Inquiry to Qualified, Quoted and Verbal yes, with a checklist at each stage.

Start from what works

Proposal templates carry your sections, images and pricing so the first draft is mostly done.

Clear client decisions

Clients accept, decline or request changes online, and you see it right away.

PROPOSALS

Tell the story, then price it.

Write a proposal that explains your approach, shows past work and ends with a clear investment.

  • Reusable proposal templates
  • Sections, images and pricing you can edit
  • Proposal Assistant for a first draft
  • Drafts, awaiting approval, approved and declined
Proposals list with draft proposals and status filters
Client preview of a quote with line items, discount, tax and quoted total
QUOTES

A quote your client can say yes to.

Line items, options and terms in a clean client view, with accept and request-changes built in.

  • Line items, discounts and tax
  • Client preview before you send
  • Accept, decline or request changes
  • Accepted quotes carry into projects and invoices
EVERYTHING INCLUDED

Everything to get to yes.

PIPELINE
  • Deal board and list
  • Stage checklists
  • Follow-up reminders
  • Weighted value
PROPOSALS
  • Templates
  • Proposal Assistant
  • Client review link
  • Versions
QUOTES
  • Line items and options
  • Client preview
  • Accept online
  • Converts to project
EXANNIO · PRIVATE BETA

Send the proposal. Start the work.

Exannio is currently in private beta.

In private beta