Send and e-sign professional proposals
Go from proposal to paid in seconds. One place for all of your service agreements, pricing and proposal templates. Free proposal templates and engagement letters for accountants, bookkeepers and tax professionals.
Pick from a library of professional templates
Eliminate time-sucking proposal creation. Choose from a constantly updated best-practices library of templates based on thousands of winning proposals. Get better organized and access all your proposals from one place.
Signup now and create your first proposal for free.
create proposal
Try our sample proposal templates
-Tax preparation proposals
-Consultant proposals
-Accountant engagement letters
-Fixed price proposals
-Monthly recurring proposals
Or upload your existing PDF or Word proposal and we convert it automatically!
create proposal-Consultant proposals
-Accountant engagement letters
-Fixed price proposals
-Monthly recurring proposals
Or upload your existing PDF or Word proposal and we convert it automatically!
Client signs, reviews and pays all in one place
Get your proposals signed 3x faster. Your clients sign online with our built-in legally-binding electronic signatures. With embedded credit card and ACH payments clients go from proposal to paid in seconds from any device.
Get notified every step of the way
Say goodbye to asking “did you get my proposal”? You get notified not only when a client accepts but also when any proposal is opened and read. No more hearing “it must have gotten lost in spam”. Instant mobile notification as soon as you get paid.
Import customers and eliminate manual entry
Import your existing customers from any other app like QuickBooks, Xero, Zoho or HubSpot. BizPayO auto-populates your proposal with key customer information saving you tedious manual data entry.
