Proposal Studio
Create, Send, and Track Professional Client Proposals with Ease
Overview
Proposal Studio helps accounting and advisory firms create, manage, send, and track professional client proposals without relying on multiple disconnected tools. From AI-assisted proposal creation and branded templates to secure approvals, engagement letters, and payment collection, Proposal Studio centralizes the entire proposal process in one seamless workflow. Integrated directly with Portal360 CRM and Letter Studio, it enables firms to deliver a modern client experience while improving efficiency, consistency, and compliance.
Key Features
Professional Proposal Creation
Create proposals using pre-built templates, AI-generated drafts, blank proposals, or directly from CRM leads and clients.
Proposal Builder
Design proposals with headings, images, pricing tables, videos, branding, AI writing assistance, and reusable content blocks.
Pricing & Billing Management
Add services, recurring pricing, discounts, taxes, and flexible payment options with automatic calculations.
Integrated Engagement Letters
Attach, customize, and manage engagement letters through Letter Studio while tracking signatures and approvals in one workflow.
Secure Client Approval
Send secure proposal links where clients can review documents, sign engagement letters, approve proposals, and complete payments online.
Real-Time Proposal Tracking
Monitor proposal status, client activity, signatures, payments, and approval history from a centralized dashboard.
Benefits
Faster Proposal Creation
Generate professional proposals in minutes using templates and AI-powered drafting.
Integrated Client Approvals
Collect engagement letter signatures and proposal approvals from one secure workflow.
Professional Branding
Maintain consistent branding with logos, themes, colors, and reusable templates.
Improved Client Experience
Provide clients with a modern approval process that includes proposal review, signing, and payments.
Complete Proposal Visibility
Track every proposal from draft to acceptance with real-time status updates.
How It Works
What You Can Manage
Proposals
Create and manage branded proposals.
Engagement Letters
Attach and track digital engagement documents.
Pricing & Payments
Configure pricing, taxes, and billing options.
Approvals
Monitor signatures, approvals, and proposal status in real time.
Mobile access
Work anytime, anywhere
Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals.
Frequently Asked Questions
Everything you need to know about Portal 360.
Is Proposal Studio integrated with Portal360 CRM?
Can I attach engagement letters to proposals?
Can clients approve proposals online?
Does Proposal Studio support AI-generated proposals?
Can I track proposal status after sending?
Transform Your Proposal Process with Portal360
Create professional proposals, collect approvals, manage engagement letters, and streamline client onboarding with Portal360 Proposal Studio.