Propelio

InForge is a web-based quoting and scope-of-work platform for agencies, studios, contractors and other project-based service businesses. It lets businesses create branded intake forms and pricing rules, then turns prospect submissions into itemized quotes and written scopes of work. Teams can edit and send proposals through a client portal where customers review details, e-sign documents and follow payment links. Quotes can include packages, line items and recurring retainers, while industry templates help tailor forms and pricing to different trades. InForge also offers a WordPress plugin for embedding intake forms, configurable payment links, and optional AI-assisted intake or scope drafting using a customer's own API key. Its plans are priced monthly rather than per seat, with a free tier limited to one open project.

PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.