From proposal to signed and paid, on the deal.
Build the proposal from a template that pulls in the deal, the buyer, and the company. Send it for a binding e-signature with payment in the same send, by email, SMS, or fax, or have it signed across the table on an iPad.
The rep generates the proposal from the deal, texts it to the buyer, and watches it get opened and signed on the feed.
100+ countries · Cloud, hybrid, or onsite · 1 to 1,000 seats
Your admin builds the template once. Every proposal fills itself in.
Templates live in Setup under CRM, next to opportunities and record types. When the rep generates a proposal from the deal, the names, the company, and the deal details are already in it, and Send for signature is right on the record header.
Binding signature and payment in one send.
The customer signs and pays in the same send, from email or any of the ways below. The rep doesn't buy an e-sign license, doesn't maintain a payment connector, and keeps one login.
- By text
The customer signs from the phone in their hand.
- By fax
When the buyer works by fax, the contract goes out and comes back that way.
- In person
Signed across the table on an iPad.
- Paid in the same send
Payment rides along with the signature.
Fax when the industry still faxes.
Send the contract by fax from a workflow, get the signed copy back by fax, and let the workflow read it.
Faxes out from the deal.
The Send Fax step sends the document to the fax channel on the person.
Returned pages, read.
Document Processing reads what arrives, so nobody retypes a signed form.
Answer on any channel.
The workflow confirms by SMS, email, phone, or fax, whichever the customer uses.
When a signed contract comes back by fax, the workflow reads it and updates the record before a rep opens it. When the customer calls back to pay, a bot takes the payment through the payment step and updates the deal. How bots work on Unbound
Close at the kitchen table on an iPad.
The whole platform runs on iPad, so the field rep presents the proposal on site and the customer signs it right there.
The record the field rep opens on site, with Send for signature on the header and the signed agreement on the feed
What buyers ask about proposals and payment.
Is e-sign an extra purchase?
No. The proposal template, the signature, and the payment step are part of the platform, so there's no e-sign seat or payment connector to buy.
Is a signed proposal binding?
Yes. The signature is binding whether the customer signs from email, a text, a fax, or in person.
Can customers sign by fax?
Yes. The Send Fax step sends the contract, and Document Processing reads the signed pages when they come back and updates the record.
Can an AI agent take the payment?
Yes. The bot answers the callback, reads the amount off the deal, and collects it. If it can't close out the payment, a rep gets the task with the deal and the conversation in hand.
Send a proposal to sign and pay today.
Your 30-day trial comes with sample deals and document templates loaded. Generate a proposal from one, text it to your own phone, and sign it.