Everything you need to automate client proposals
Build guided flows once, use forever. From setup to PDF delivery in minutes.
Core Feature
Guided Flow Builder
Create decision trees with conditional logic. Ask the right questions, show relevant options based on previous answers.
- Drag-and-drop sectors (steps)
- Multiple/single selection options
- Conditional visibility rules
- Rich text descriptions with images
Step 1: Material Selection
Premium Oak
Walnut
Maple
Your Progress
Step 3 of 5
Client Experience
Clean interface your clients will love
No confusion, no missed fields. Progress tracking keeps clients engaged and shows them exactly where they are.
- Real-time progress indicator
- Mobile-friendly responsive design
- Save progress and return later
- Shareable links via email
Automation
Automatic PDF generation
When clients complete the flow, you get a clean, formatted PDF with all selections organized and ready to execute.
- Professional formatting
- Grouped by sections
- Custom branding (Pro+)
- Email notification on completion
Client_Project_Final.pdf
Generated 2min ago
Material:Premium Oak
Finish:Matte Natural
Dimensions:Custom 180x90cm
Construction Projects
12 active projects
Interior Design
8 active projects
Marketing Packages
23 active projects
Efficiency
Build once, reuse forever
Create templates for your common project types. Clone and customize for each client in seconds.
- Template library
- One-click duplication
- Version history