Proposal & contract tracker
Price it, get it approved, send it, get it signed, without losing track.
Free to try with sample data. Sign in with your email and it's added to your workspace, ready to change. Matrixcape Build is in private beta.
The work it's for
Proposals sit in folders and inboxes: nobody knows which are out, which need a director's eye, or which quietly expired. Here each proposal adds up its line items into a contract value; big or heavily discounted ones go to a director before they can be sent, and the discount and term can't be changed after that unless the client asks for changes; the client gets the link by email; and the account manager is reminded before it expires.
- Stop big or discounted proposals going out without a second look
- Know what's out for signature and what's about to expire
- See the value of everything signed this month
Try it. It's working software.
The real app with sample data, shown for a marketing agency. Switch roles (Owner, Account manager, Director) to see what each person sees. Nothing you do here is saved.
What it does today
Only what the app does right now. It works in any phone's browser, and every version is saved.
- Board view: move cards from step to step
- Calculated fields that keep themselves up to date
- Workflow steps that say who can do what
- Approval rules: a step only allowed when a condition is met
- A note required on key steps
- Fields locked once a step is done
- Email on workflow steps
- Fields filled in automatically
- Email reminders before or after a date
- Rules that stop bad data from being saved
- Dashboard with totals, charts and a waiting-on-you list
- Overdue items in your inbox
- CSV import and export
Make it yours.
Every template starts clean. After you customize it, change the look in Design or just ask: your colors and logo, fonts, corners, how compact it is, a board or a calendar, light or dark.
Change how it works, not just how it looks.
The steps, who approves what, the rules, the reminders and the emails it sends are yours to change. Say it the way you'd tell someone on your team. You see each change before your team does, and your team keeps using the live version until you publish.
Changes you can ask for
- “Raise the approval limit to $25,000 and allow up to 15% off without approval.”
- “Require two steps for proposals over $100,000: a director, then the owner.”
- “Email the client a reminder 5 days before their proposal expires.”
- “Add a Service line choice to proposals and a chart of signed value by service line.”
- “Show proposals as a table.”
- “Use our brand color #7A1F5C with the Fraunces font.”
One app in your Matrixcape workspace, not a separate subscription.
Start with one problem. Build the rest when you need it: every app you add lives in the same workspace, with one sign-in for your team. The same app works for an event venue, an architecture studio, a managed it provider too.
Customize this uses no build credits.