Online proposal approval
Send a link. Clients review line items, scope, and pricing, then approve with a click. No printing, scanning, or emailing back and forth.
Win the work with one link.
Create proposals clients can review and approve online. Attach contracts for digital signature. Convert accepted proposals into projects and invoices with a single click.
Proposals & Contracts
What's included
Digital contract signing
Attach contracts to proposals or send them standalone. Clients sign digitally from any device. Countersigning and audit trails are built in.
Convert to projects and invoices
When a proposal is accepted, turn it into a project with milestones and invoices in one step. Line items carry through automatically.
Change orders
Scope changed mid-project? Issue a change order that adjusts the original proposal. Clients approve the delta, not the whole thing again.
Template library
Save proposals and contracts as reusable templates. Start from a proven structure and customize per client instead of starting from scratch.
Client portal visibility
Clients see all their proposals, contracts, and approval history in one portal. Nothing gets lost in email.
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Frequently asked questions
Can clients approve proposals online in Ratio?
Yes. Clients receive a link, review the proposal and line items, and approve with a click. No printing, scanning, or back-and-forth email.
Does Ratio support digital contract signing?
Yes. Attach a contract to a proposal or send it standalone. Clients sign digitally from any device. Countersigning and audit trails are built in.
Can I convert an accepted proposal into an invoice?
Yes. When a proposal is accepted, turn it into a project with milestones and invoices in one step. Line items carry through automatically so you never re-enter scope or pricing.
Does Ratio support change orders for scope changes?
Yes. Issue a change order that adjusts the original proposal. Clients approve the delta — not the entire agreement — and a change-order invoice is generated.
Can I save proposals and contracts as templates?
Yes. Save proposals and contracts as reusable templates. Start from a proven structure and customize per client instead of starting from scratch.