Prospero – Business Proposals, eSign & Quotes

Description

Create, manage, send, track, and eSign professional business proposals and quotes directly from your WordPress admin panel with Prospero.

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Prospero is a complete business proposal solution for freelancers, agencies, consultants, sales teams, and service businesses. It gives you everything you need to turn an opportunity into a professional proposal, send it to your prospect, track engagement, follow up, and collect a digital signature when they’re ready to move forward.

With the Prospero WordPress plugin, you can connect your WordPress website to your Prospero account and manage your proposal workflow from the WordPress admin panel. Instead of creating proposals manually in Word, Google Docs, spreadsheets, or PDFs – or constantly switching between different tools – you get a dedicated platform for creating, sending, tracking, and signing business proposals and quotes.

Whether you’re preparing a web design proposal, marketing proposal, consulting quote, project estimate, sales proposal, or service agreement, Prospero helps you create professional documents faster and makes it easier for clients to approve them.

Prospero is especially useful for WordPress developers, web design and marketing agencies, freelancers, consultants, sales teams, and other service businesses that regularly send proposals and quotes to prospective clients.

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Prospero is an all-in-one proposal software that helps you create, send, track, and eSign professional business proposals. Create beautiful proposals faster with ready-made templates and AI, follow up with email automation, and track when clients open, review, and sign them. Start your 14-day free trial today.

Everything You Need From Proposal to Digital Signature

Prospero brings the core proposal workflow together in one platform:

• Create and manage professional business proposals and quotes from WordPress
• Flexible proposal editor with 100+ professional templates
• Built-in Generative AI Assistant for creating and improving text and generating images
• Reusable Content Library for sections, covers, images, and media
• Products, services, pricing tables, quotes, and a product and pricing catalog
• Dynamic variables for personalized proposal content
• Built-in eSign and digital signatures, including support for multiple signers
• Real-time proposal tracking and engagement analytics
• Automated proposal emails and follow-up reminders
• Email and proposal performance analytics
• Team collaboration with users, roles, permissions, and activity logs
• Integrations with popular CRM, payment, accounting, automation, and productivity tools
• Signed PDFs and proposal records
• Mobile-friendly proposals and digital signing
  Instead of stitching together a document editor, Generative AI tool, eSign solution, email follow-up system, and proposal analytics platform, Prospero gives you a single workflow for managing your business proposals.

Build Professional Business Proposals and Quotes

A good business proposal needs to do more than display a price. It should clearly explain what you’re offering, communicate your value, define the scope of work, establish expectations, present your pricing, and give the prospect an easy way to move forward.

Prospero’s proposal editor gives you the flexibility to create business proposals and quotes that match your company, services, and brand.

You can combine text, images, image galleries, videos, pricing tables, quote boxes, attachments, custom sections, dynamic variables, and custom HTML to create a polished proposal.

Customize fonts, formatting, spacing, alignment, lists, section titles, cover images, and other elements without having to design every document manually.

You can create a proposal from scratch, duplicate an existing proposal, or start with one of Prospero’s professionally designed templates.

Generative AI Assistant

Don’t want to write every proposal from scratch?

Prospero includes a built-in Generative AI Assistant that helps you create and improve proposal content directly inside your workflow.

Give the AI Assistant a simple prompt and it can generate new proposal copy for you. If you already have a draft, you can use AI to rewrite it, correct grammar, translate it, summarize it, expand an idea, shorten a section, or change the tone and voice.

For example, you can turn a few rough notes from a discovery call into a polished project description, make an existing section sound more persuasive, or rewrite technical information in a way that’s easier for a client to understand.

The Generative AI Assistant also supports image generation, so you can create visuals for your business proposals without relying on a separate AI tool.

Start With 100+ Proposal Templates

Creating every proposal from a blank page takes time.

Prospero includes more than 100 professionally designed proposal templates for different industries, services, and use cases.

There are templates for web design, web development, digital marketing, SEO, social media, branding, consulting, photography, software development, professional services, and many other types of businesses.

Choose a template that matches what you’re selling, then replace the sample information with your own branding, content, pricing, services, and client details.

Templates give you a professional starting point without locking you into a fixed structure, making it easier to create consistent business proposals while still personalizing each one for the individual prospect.

Reuse Your Best Proposal Content

Most businesses don’t need to reinvent every proposal.

Your company introduction, process, service descriptions, case studies, testimonials, terms, and other sections often remain similar from one client to another.

Prospero’s Content Library lets you save this content and reuse it across future business proposals.

You can save sections, covers, images, media, and other frequently used content, then organize them into folders so they’re easy to find when you need them.

Instead of searching through old proposals and copying content manually, your best material is available whenever you’re creating a new proposal or quote.

This is especially useful for agencies and sales teams that create a large number of similar proposals. It can also help maintain consistency when multiple people within the same company are responsible for creating business proposals.

eSign and Digital Signatures

Once a client is ready to accept your proposal, you don’t want paperwork slowing things down.

Prospero includes built-in eSign and digital signature functionality, allowing clients to approve proposals online without printing, scanning, or emailing documents back and forth.

Clients can review and eSign a proposal from their desktop, tablet, or mobile device. They can type their signature, draw it, or upload an existing signature.

Prospero also supports multiple signers when a business proposal requires approval from more than one person.

Signing information such as timestamps and the signer’s IP address can be recorded, helping create a clear record of the approval. A signed PDF can also be generated for your records.

This creates a much shorter path between sending a business proposal or quote and getting the client’s approval.

Your prospect can read the proposal, review the price, and provide a digital signature as part of the same streamlined experience.

Know What Happens After You Send a Proposal

One of the biggest problems with sending proposals as traditional documents is that you have very little visibility after clicking Send.

Did the client open it? Did they actually read it? Which parts interested them? Is it time to follow up?

Prospero provides real-time proposal tracking and analytics so you can better understand how prospects interact with your business proposals.

You can see when a proposal has been opened, how many times it was viewed, how much time the prospect spent on it, and how they engaged with different sections of the proposal.

Prospero also provides information about proposal status, device, and browser and can notify you when important actions happen, such as when a client opens or signs your proposal.

This gives you useful context when deciding when and how to follow up.

Instead of blindly sending another “Just checking if you saw my proposal” email, you can better understand whether the prospect has already engaged with your offer.

Automated Emails and Follow-Ups

Sending the proposal is only part of the sales process. Following up at the right time can be just as important.

Prospero helps automate this part of the workflow with proposal emails and follow-up reminders.

You can send business proposals directly to clients, customize your proposal emails, schedule reminders, and automatically follow up with prospects who haven’t responded yet.

Proposal emails can be customized with your company logo, brand colors, subject line, email content, and calls to action, helping create a consistent experience between your brand, emails, and proposals.

Prospero also provides email analytics so you can understand how your proposal emails are performing and see activity such as sends, opens, and clicks.

Instead of manually keeping a spreadsheet of outstanding quotes and remembering when each prospect needs a reminder, Prospero helps bring proposal creation and follow-up into the same workflow.

Create Clear Quotes, Products and Pricing

A professional proposal isn’t only about explaining what you’ll do. Your prospect also needs to clearly understand what they’re buying and how much it will cost.

Prospero lets you add pricing tables, services, products, packages, and optional items to create clear and professional quotes within your business proposals.

You can present your offer in a structured format rather than hiding important pricing information inside paragraphs of text.

Prospero’s product and pricing catalog also lets you save commonly used products and services, so you don’t have to manually enter the same descriptions and prices every time you create a quote.

This is particularly useful for businesses that sell a defined set of services or packages.

For agencies and sales teams, a centralized catalog can also help ensure that different team members use consistent product descriptions and pricing across their proposals.

Personalize Proposals With Dynamic Variables

A business proposal should feel like it was created specifically for the client, even when you’re working from a reusable template.

Prospero supports dynamic variables that can be used throughout your proposals for information such as client names, company details, project information, products, and prices.

Update a value and the relevant information can be reflected wherever that variable is used.

This makes reusable proposal templates much easier to maintain and reduces mistakes caused by manually copying an old proposal.

It also helps avoid one of the most embarrassing proposal mistakes: sending a prospect a document that still contains the previous client’s name or information.

Work Together as a Team

Prospero works for individual freelancers as well as agencies, sales departments, and other teams.

You can invite team members, give them individual credentials, and control their access using roles and permissions. Managers and editors can work with proposals and shared content according to the permissions you’ve configured.

Team activity logs provide visibility into changes and actions, while shared proposals and reusable content make it easier to build a consistent sales process across your organization.

This means your proposal workflow doesn’t have to live inside one person’s account, and team members don’t have to share a single password.

For agencies, it also makes it easier to standardize the way business proposals are created and presented, even when different people are responsible for different prospects.

Understand Your Proposal Performance

Prospero’s analytics help you understand more than whether an individual proposal was opened.

By looking at proposal engagement, viewing behavior, acceptance, and email performance, you can get a clearer picture of how prospects respond to your proposals.

For example, knowing how long prospects spend reviewing different parts of a proposal can give you useful insight into which sections attract the most attention.

Over time, this information can help agencies and sales teams improve the way they structure proposals, present their services, and follow up with prospects.

Instead of treating each proposal as a static document, Prospero turns it into a measurable part of your sales process.

Connect Prospero With the Rest of Your Workflow

A signed proposal usually isn’t the end of the process. It’s the beginning of the client relationship.

Prospero integrates with popular CRM, payment, accounting, automation, and productivity platforms, including tools such as Stripe, QuickBooks, FreshBooks, HubSpot, Zapier, Make, Monday.com, and Square.

These integrations can help connect your proposals to the next stages of your workflow, whether that’s collecting a payment, creating an invoice, updating information in your CRM, triggering an automation, or managing a project after the proposal has been accepted.

Prospero also supports third-party scripts, giving businesses additional flexibility to connect analytics, live chat, heatmaps, and other services with their proposals.

This makes Prospero more than a tool for creating documents. It can become part of the broader workflow you use to move a prospect from the first proposal to a paying client.

Built for Freelancers, Agencies and Service Businesses

For freelancers, Prospero removes much of the repetitive work involved in creating proposals. Build your reusable proposal structure once, personalize it for each prospect, send your quote, track engagement, and collect a digital signature when the client is ready.

For agencies, Prospero makes it easier to standardize the proposal process across the team. You can create reusable templates for services such as web design, development, SEO, PPC, CRO, content marketing, branding, social media management, and monthly retainers. Your team can reuse successful content and maintain consistent products and pricing.

Consultants and other professional service businesses can use Prospero to clearly explain the client’s problem, proposed solution, scope of work, deliverables, timeline, pricing, and terms in a single professional business proposal.

Sales teams can use proposal tracking, email analytics, team collaboration, reusable content, quotes, and digital signatures to create a more structured process from initial offer to approval.

Whatever you’re selling, the goal is the same: make it easier for your prospect to understand your offer and say yes.

From First Draft to Signed Proposal

Start with a blank proposal, duplicate one you’ve already created, or choose one of Prospero’s professionally designed templates.

Use the Generative AI Assistant to help create or refine your content. Add your branding, personalize the document, insert your services and pricing, and turn your offer into a professional business proposal and quote.

Send the proposal directly to your prospect and see when they engage with it. Use automated follow-ups to keep the conversation moving without manually tracking every outstanding proposal.

When your prospect is ready, they can eSign the proposal with a digital signature from virtually any device.

Once the proposal has been accepted, Prospero’s integrations can help connect the signed proposal to the next stage of your business workflow.

Why Prospero for WordPress?

If WordPress is already where you manage your website and much of your business, Prospero gives you a convenient way to bring your proposal workflow into the same environment.

You don’t need to rely on static PDFs or manually manage business proposals and quotes across different document apps.

Prospero gives you a dedicated platform for business proposals, quotes, eSign, digital signatures, Generative AI, proposal tracking, automated follow-ups, and analytics — while the WordPress plugin makes your proposals accessible directly from your WordPress admin panel.

Create better business proposals. Send professional quotes. Know when prospects are interested. Follow up automatically. Get the digital signature.

Create, manage, send, track, and eSign your business proposals with Prospero for WordPress.