Sales proposal software, from preparation to follow-up.
Clozup helps freelancers, agencies, studios and consultancies present their expertise alongside their quotes. Keep your estimating tool and bring documents, relevant work and project contacts into one online proposal.
Your quote is the starting point.
A PDF sets out scope and price. In Clozup, you add the pages that explain your recommendation, relevant projects and the people who will deliver the work. Your recipient finds the proposal in a space carrying your brand.
- One or more PDF quotes, each with its attachments.
- Reusable presentation pages tailored to the project.
- Client access by email and code, with no account required.
One proposal, three steps.
Prepare the proposal
Create an offer for your client. Add quotes and attachments, select your services or case-study pages, and introduce the team. Choose the content that matters for this assignment.
Share with the right people
Add authorised recipients and prepare the invitation in your usual email application. Each client uses their email address and an access code to open the proposal.
Prepare the next conversation
Review visits and document consultation before following up. The dashboard brings activity across your offers together, giving you context for the questions you ask.
An agency proposes a brand redesign.
The agency attaches its quote, explains the project phases, chooses two relevant references and introduces the art director. The client can explore the recommendation and review the budget in the same space. Before the next conversation, the agency checks the consultation information.
And also
- No password for your clientsAn email and a six-digit code are all it takes to open the proposal.
- A space in your colorsLogo, colors and typefaces: your client sees your brand, not ours.
- Your team up frontYour client knows who to talk to, with the right contacts in every proposal.
- Clear rolesAdmin, Manager or Sales: everyone sees what matters to them.
- A client space in four languagesFrench, English, German or Italian, with translatable service pages.
- Your pipeline at a glanceDrafts, sent, viewed or archived proposals: you always know where you stand.
- A shared media libraryImages, videos and files, reusable across all your pages.
- Send from your own inboxThe invitation email is drafted in your usual email app.
Before you get started
Do I need to replace my quoting software?
No. Import the PDFs generated by your current tool. Clozup handles presentation, sharing and consultation tracking.
Who can view a proposal?
The recipients you authorise. They enter their email and an access code, without creating a Clozup account.
How does my team get started?
Prepare a few presentation pages, add your colleagues and create a first offer. A demo can use one of your own quotes to show the process in context.