Proposals & Quotes
Send branded proposals fast
Proposals & Quotes lets you create and send professional, branded proposals in minutes. Templates, e-signatures, and payment links built in — so prospects can sign and pay in one flow.
Integrates with the tools you already use
Why Proposals & Quotes
Send branded proposals fast
Close deals faster with one-click sign and pay
Built directly into your workflow — no extra tools needed.
Professional proposals without a designer
Automated and tracked, so you see real results fast.
Track engagement to follow up at the right time
Designed specifically for education and training businesses.
How Proposals & Quotes works
A simple, step-by-step flow to get you from setup to results.
Proposal templates
Start from proven, customizable templates.
Proposal templates
Start from proven, customizable templates.
Close deals faster with one-click sign and pay
Measured, tracked, and optimized for real results.
E-signatures
Legally binding signatures online.
E-signatures
Legally binding signatures online.
Professional proposals without a designer
Measured, tracked, and optimized for real results.
Payment links
Attach a payment link so clients pay on sign.
Payment links
Attach a payment link so clients pay on sign.
Track engagement to follow up at the right time
Measured, tracked, and optimized for real results.
Tracking & analytics
See when proposals are opened and viewed.
Tracking & analytics
See when proposals are opened and viewed.
Close deals faster with one-click sign and pay
Measured, tracked, and optimized for real results.
Integrates with your favorite tools
Connect the systems you already use. Everything syncs automatically — no manual data entry.
Stripe
Payments
DocuSign
E-Signature
Google Docs
Documents
PandaDoc
Proposals
Plus 500+ more integrations available via our native connector library.
Real results, quantified
The measurable impact businesses see after implementing this tool.
Fewer no-shows
Automated reminders reduce no-shows by 35%.
Faster payments
Online payment collection gets you paid 2x faster.
Higher close rate
Pipeline tracking lifts close rates by 28%.
Results from real businesses
See how education and training companies are using this tool to grow.
"We replaced five separate tools with this one platform. Our team finally has a single source of truth for every lead and student."
Sarah Mitchell
Director, BrightPath Academy
"The automation alone saves us 15 hours a week. We're responding to leads in seconds instead of hours, and our conversion rates show it."
James Chen
Founder, SkillForge Training
"I was paying over $1,600 a month for a dozen tools. Now I pay a fraction of that and everything actually works together."
Maria Rodriguez
Owner, LearnWell Institute
Simple, all-inclusive pricing
Proposals & Quotes is included with your Waitlist Lab subscription — along with every other tool. No per-feature pricing, no hidden fees.
Starter
Everything you need to launch your marketing.
Replaces $1,600+/mo in separate tools
Perfect for single-location education and training businesses getting started with all-in-one marketing.
- Full access to Proposals & Quotes
- Full CRM & pipeline management
- Unlimited sales funnels
- Website builder
- Email marketing
- 2-way SMS marketing
- Booking & appointments
- Workflow automations
- Surveys & forms
- Unlimited contacts
- Unlimited team members
Cancel anytime
Pro
Scale enrollments with advanced automation.
Replaces $1,600+/mo in separate tools
For growing education businesses that need advanced automation, courses, and reputation management.
- Everything in Starter, plus:
- Courses & products
- Communities
- Reputation management
- Call tracking
- Document signing
- Advanced analytics & reporting
- Priority support
- Custom integrations
- Migration assistance
Cancel anytime
Enterprise
For multi-location & enterprise organizations.
Tailored for multi-location businesses, franchises, and enterprise organizations with custom needs.
- Everything in Pro, plus:
- Multi-location management
- Dedicated account manager
- Custom onboarding & training
- SSO & advanced security
- API access & webhooks
- SLA & 99.9% uptime guarantee
- Volume sending discounts
- Custom contracts & invoicing
- White-glove migration
Get a custom quote
Cancel anytime · No contracts · See full pricing comparison
Get started in minutes
No complicated setup, no long onboarding. You'll be up and running before lunch.
Start your 14-day trial
Cancel anytime. Get instant access to every feature.
Import your existing data
Migrate contacts, pipelines, and calendars in a few clicks.
Customize your setup
Use our templates or build from scratch with drag-and-drop tools.
Launch and grow
Go live and start seeing results within the first week.
Ready to begin?
14-day free trial. Cancel anytime.
Start free trialFrequently asked questions
Everything you need to know about this tool. Can't find an answer? Our team is here to help.
Ready to grow with Proposals & Quotes?
Start your 14-day trial — cancel anytime.
Works with your favorite proposals & quotes tools