Always on brand
Your logo, colours and business details appear on every proposal and PDF.
Proposals that win work and bill themselves
Build a polished proposal from a template, send a secure link and let your client accept online. When they say yes, the invoice is one click away.
Reusable templates
Pricing tables
Online acceptance
PDF export
Send your best proposal every time
Stop rebuilding the same document from scratch. Save your introduction, scope, timeline and terms as reusable sections, then tailor the details for each client.
- Templates with reusable sections
- Line items, optional items, discounts and tax
- Branded preview and PDF export
- Secure link with accept and decline
Included in every workspace
Three steps from draft to deal
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1
Start from a template
Pick a template for the type of work and the sections and pricing table fill in. Adjust anything for this client.
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2
Send a secure link
Preview exactly what the client will see, export a PDF if you need one, and email a private link.
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3
Accept and invoice
The client reviews and accepts online. tarsiflow records the acceptance and lets you raise the invoice instantly.
Look as professional as the work you do
A clear, branded proposal with a simple accept button removes friction at the most important moment of the sale.
- reusable section types
- 4 reusable section types
- from accepted proposal to invoice
- 1 click from accepted proposal to invoice
- details captured on acceptance
- 3 details captured on acceptance
- export for every proposal
- PDF export for every proposal
Pricing tables clients understand
List your services with quantities and rates, add optional extras the client can consider, and apply discounts and tax. Totals are always calculated precisely.
- Line items with quantities
- Optional items
- Percentage or fixed discounts
- Tax handled per proposal
A clear record of every yes
When a client accepts, tarsiflow records their name, the time and their IP address, and adds the acceptance to the client timeline for future reference.
- Accept or decline online
- Name, timestamp and IP saved
- Status updates in real time
- Logged on the client timeline
Always quick
Templates mean a new proposal takes minutes rather than an afternoon.
Always connected
Accepted proposals turn into invoices without retyping a single line.
Frequently asked questions
Can't find what you need? Talk to us and we'll reply within one working day.
No. Clients open a secure, private link and accept or decline without signing up.
Yes. Proposals can be created for clients or leads, which makes them part of your sales process.
Yes. Every proposal can be previewed and exported as a branded PDF.
Works hand in hand with
Leads pipeline
A visual pipeline from first enquiry to signed deal, with one click to turn a win into a client.
Learn moreClients and contacts
One page per client with contacts, projects, proposals, invoices, notes and a full activity timeline.
Learn moreProjects and tasks
Task lists, boards, subtasks and comments, with a My tasks view for every person on the team.
Learn more
Bring your client work into one flow
Set up your workspace in a couple of minutes. Add your logo and currency, then send your first proposal today.
