From proposal to paying client

Your client is ready for a quote. Provide them with the full details of your services and pricing. They can accept with a single click.
Move leads along with sales pipeline automation
Trigger email sequences automatically when you move a lead from one sales stage to the next. Never miss a step in your sales process. Easily help your sales team close leads consistently.
Win the business with professional quotes
When leads request a quote, you can immediately send them a personalized quote detailing your services and costs. Instant quoting makes it easy for clients to choose you for the job.
Estimates, proposals, quotes. Whatever you call it, we’ve got you covered
Create proposal templates with your logo and standard services in minutes. Customize it as needed and share it with clients instantly. Save and store your quotes to be used over and over again.
Quotes: easy to create, easy to accept
Get to yes faster with quotes that can be accepted with a touch of a button. Your clients review and accept the quote right from their phone. No faxing, scanning, or printing required.
Convert quotes to invoices in one step
When the work is done, Keap converts your quotes into an invoice with one click, saving you time and keeping you and your client on the same page.
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