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Proposals and Contracts BETA, in the same place you do all the work

Create proposals and contracts, send them to clients, and get them signed online, alongside your projects and invoices.

Proposals and contracts in Paymo, with a proposal cover and a signed contract

One less app to do the entire job

You already plan, track, and bill in Paymo. With its built-in document builder, your proposals and contracts live there too, with no extra app to pay for or switch to.

Create documents

Choosing a proposal template and applying your brand to it

Start from a template

Choose one of the many templates, personalize it with your brand, add your content, and you’re ready to send.

Proposals and contracts in the Documents tab of a client

Keep proposals and contracts next to your clients

Proposals and contracts sit alongside the clients you manage in Paymo. No need to switch between different apps anymore.

Send & sign

Sending a proposal to a client from Paymo

Send it to your client

Send proposals and contracts to clients straight from Paymo, so the conversation that wins the work starts in the same place the work gets done. No exporting, no second login.

A contract signed online by the client and your company

Get it signed online

Add e-signatures to your proposals and contracts, so clients can sign the document you sent them. The agreement is done before the project starts.

Run the job

A project board, the time tracked this week, and a paid invoice

Set up the project once the deal is signed

Once the deal is signed, set up the project in the same app and move straight on to planning tasks, tracking time, and billing the client.

Explore other features

Project management

Create and assign tasks to your team members, monitor work progress, identify bottlenecks, and collaborate in real-time.

Time tracking

Log work time manually–via the web timer or the mobile tools–and automatically with Paymo Track.

Project invoicing

Create estimates, manage expenses, generate invoices and send them to your clients. Get paid online via the payment gateway integrations.

Join Paymo today and manage all your work from proposal to payment.

15-day free trial. No credit card required.

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