Sales & agencies

Proposals and SOWs out the door faster.

Turn proposals, statements of work and contracts into templates, send them for signature in a click, and see exactly who's opened and signed.

Proposal templatesSOWs ready to send
Send in a clickFields already placed
Open & sign trackingKnow when they act
RemindersFollow up without nagging
Sales & agencies

How Folio helps

Turn proposals, statements of work and contracts into templates, send them for signature in a click, and see exactly who's opened and signed.

  • Template proposals & SOWs ready to send
  • Signing order for multi-party deals
  • Live tracking with one-click reminders
A proposal prepared for signature with signing order.
What you get

Everything you need to send with confidence

The same workspace, tuned to the way you work.

E-signature

Real electronic signatures on any device.

Templates

Your recurring documents, ready to send.

Vantra AI

Summaries, checks and drafting help.

Tracking

Live status and one-click reminders.

The workflow

From proposal to signed

Send faster, know when a client engages, and close without the chase.

1

Template your docs

Turn winning proposals, SOWs and contracts into templates with pricing fields and signing order baked in.

2

Send for signature

Personalise the details and send — the client signs on a secure link, no account required.

3

See who's engaged

Track opens and signatures in real time, and send a reminder the moment a deal goes quiet.

FAQ

Sales & agencies questions

Can I see if a client has opened my proposal?

Yes. Your library shows live status — sent, opened, signed or declined — so you know exactly when to follow up.

How fast can I get a proposal out?

Seconds. Start from a template, drop in the client's details and pricing, and send — every field already in place.

Do clients need to install anything?

No. They open a secure link and sign in their browser on any device — no account, no downloads.

Can I chase a stalled deal automatically?

Yes. Set reminders and an expiry date, or nudge an outstanding signer in a click from your library.

More questions? Talk to us →

Close deals without the wait.

Free to start, no credit card required — bring your team when you're ready.