From quote to executed agreement to paid, on one branded link.
Sending a proposal today is a three-tool job. The price lives in a PDF emailed from one app. The signature happens in a second tool that charges per envelope and breaks the brand. The payment runs through a third. The executed copy ends up in nobody's inbox in particular, the quote on the deal drifts away from the contract the client actually signed, and the deal owner gets no signal until the customer either signs or goes silent. PartnerView ships the whole win-to-payment chain on one branded link: native e-signature on the proposal itself, payment via QuickBooks from the same page, an executed-copy email to the client, and an immutable signed snapshot that is the legal record. A 7-year audit trail, a freeze-on-send invariant that pins the agreement at send so post-send edits to the quote can never change what was signed, and per-section engagement analytics so the deal team finally sees what the client read before the follow-up call.
PDF from one app, signature from a second, payment from a third. The executed copy lives in an e-sign vendor's account, separate from the deal. Per-envelope fees stack up. The brand breaks at the signature step.
The signed contract is an attachment someone has to find. Six months later, when the customer disputes scope, the version that was actually signed is whichever PDF anyone can dig up first.
The deal owner has no read on whether the client opened the proposal, which section the CFO actually read, or whether it got forwarded. The follow-up call is a guess.
After-the-fact edits to the underlying quote silently change what gets invoiced versus what the customer agreed to. The number on the invoice and the number on the signature stop matching.
| A PDF, DocuSign, and Stripe stack | PartnerView | |
|---|---|---|
| Signature workflow | PDF emailed, signed in a second tool, executed copy in a third inbox. | Native e-signature on the proposal itself; one branded link end to end. |
| Payment collection | Stripe link pasted into a follow-up email; reconciliation by hand. | Pay now deep-link to the QBO hosted invoice page; reconciliation flips the proposal to paid automatically. |
| Audit trail | The signed PDF, plus whatever the e-sign vendor logs. | Append-only audit chain (sent, viewed, signed, countersigned, executed, paid). 7-year retention. The signed proposal cannot be edited or trashed. |
| Engagement signal | Nothing until the client signs or goes silent. | Per-section time-on-page, scroll depth, downloads, multi-device. Privacy-respecting (no raw IP, salted hash, 90-day retention). |
| Brand | Breaks at the signature step (vendor's UI, vendor's domain). | Your logo, your primary color, your domain, end to end. |
| Drift between quote and contract | Edits to the underlying quote silently change what was 'agreed to.' | Freeze-on-send invariant: the snapshot at send is the legal record, immune to later edits. |
Author a proposal from any quote scenario. Edit the cover, the overview narrative, the scope, pin a versioned Terms and Conditions, and choose which deal attachments are client-visible. The client opens a responsive, brand-themed page (your logo, your primary color), not a PDF email.
Typed signature, ESIGN/UETA consent checkbox, IP and user-agent captured, append-only audit chain. Countersignature flips the proposal to fully executed, moves the deal to Closed Won, and creates the project. Signed proposals are locked: edits return HTTP 423; supersede and re-send instead. Proposals, snapshots, and signatures retained 7 years. The signed agreement cannot be edited, trashed, or have its attachments removed.
Sending freezes line items, totals, scope, the full Terms and Conditions body and its hash, embedded-document references by stable id and content hash, and branding into an immutable snapshot. From that point the client viewer renders strictly from the snapshot, never the live quote. Editing the underlying quote, changing the scope, or superseding the Terms after send does not change what the signer sees or the signed record.
When the deal's invoice is in QBO with online payment enabled, the executed proposal viewer surfaces a Pay now deep-link to the QBO hosted invoice page. Card data never touches PartnerView. Payment reconciliation flips the proposal to paid in full automatically and notifies the deal owner. Never a dead Pay now: if payment is not enabled on the QBO invoice, the page shows View invoice in QuickBooks instead.
WYSIWYG toolbar (bold, italic, bulleted and numbered lists, links). Embedded video from YouTube, Vimeo, and Loom only (other hosts blocked at the sanitizer). Client-safe merge tokens (contact name and title, client company, deal name, contract value, quote total, your organization, sender name, today's date) that resolve live while draft and freeze on send. Reusable content snippets so the best narrative is written once and reused. No cost, margin, or internal field is ever tokenizable.
Mark any investment line client-selectable with a quantity range. Group lines under select-at-least-1 or select-between-1-and-3 rules to express good-better-best and add-on menus. The client toggles options in the viewer and sees the grand total update live, computed by the same pricing engine that signs the executed total. Signing is blocked until every group's minimum is met. The exact selections and the resulting total freeze into the signature record at signing.
Per-section time-on-page, scroll depth, PDF downloads, and a soft multi-device signal so the deal owner sees what the client actually read before the follow-up call. No raw IP address or user-agent is ever stored or shown. Distinct devices are counted with a salted one-way hash. Telemetry retained 90 days. Two fire-once notifications: proposal downloaded, proposal viewed from another device.
Curated system starters by category (SaaS implementation, professional services, retainer, managed services, quick quote) sit alongside your own saved templates. Each card has a live shell mini-preview. Use this template seeds the shell from the gallery; pricing always seeds live from the deal's quote, never from the template. Templates are shell-only, so a starter cannot leak another deal's numbers.
The core authoring, sending, and signature workflow. Native e-sign on the proposal itself with payment on the same page.
How a proposal gets written: rich text, merge tokens, snippets, and a gallery of starter templates.
Selectable line items and selection-group rules so the customer builds their package within rules you set. The viewer total equals the executed total.
What the client actually read, with the privacy stance built in.
Bring an active engagement. We will model it in PartnerView live.
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