Creating a proposal, sending a contract and securing a signature should feel like one connected process—not three separate jobs spread across different systems.
That’s why we’ve completely reworked Proposals & Contracts in GatherCRM.
The new experience brings proposals, contracts, electronic signatures, delivery tracking and client activity together in one polished workflow. It’s faster to use, easier for clients to navigate and considerably more flexible.
Send exactly what the client needs
You can now create three types of document:
- A standalone proposal
- A contract for electronic signature
- A combined proposal and contract
The form automatically adapts to your choice. Proposal-only documents hide contract-specific dates, financial fields and signature settings, while combined packages guide the client naturally from the proposal into the contract and signing process.
Start from a template – or build something new
When creating a proposal or contract, you can begin with a saved template or start from scratch.
Templates are separated into proposal, contract and combined categories, making it much easier to find the right starting point. Selecting a template can automatically bring through its title, content and layout.
For proposal content, GatherCRM now offers three ways to work:
- Block Builder for flexible, visual layouts
- Plain Text for shorter, straightforward proposals
- Build with AI for polished, professionally structured documents
The visual builder includes editable content blocks, styling controls, image aspect ratios, desktop and mobile previews, and a familiar slide-out editing panel.
Let AI help create a polished proposal
GatherCRM’s proposal assistant can turn a short brief into a professionally organised proposal.
You can describe what the proposal is for, choose a writing style and use your saved company information to help generate more relevant content. Company details such as your biography, location, experience, awards and unique selling points can also be used to produce a tailored “Why choose us?” section.
AI-generated content remains editable, so it can be reviewed and refined before anything is sent.
Keep every proposal on brand
The new Settings area lets you define your organisation’s visual identity, including:
- Brand colours
- Heading and body fonts
- Custom Google Fonts
- Proposal layouts
- Cover images
- Signing-page icon
- Company information
Proposal layouts are now more clearly differentiated, while a built-in cover library provides ready-made imagery alongside the option to upload your own.
A better experience for your clients
The recipient page has also been redesigned.
On larger screens, a floating quick-links panel helps clients navigate long documents without endless scrolling. Combined packages are clearly organised into:
- Proposal
- Proposal sections
- Contract
- Contract sections
- Sign
Clients can jump directly between the proposal, contractual terms and signing form. On mobile, the navigation stays out of the way to keep the experience clean and focused.
Proposal recipients can accept, request changes or reject a proposal with comments. Contract recipients can sign electronically, request changes or decline to sign.
Know when somebody has opened it
Delivery tracking now records when a recipient genuinely opens or interacts with a proposal or contract.
You can see:
- Whether it has been opened
- The first-opened time
- The most recent view
- The number of confirmed views
- Which recipients have opened multi-signatory documents
These events also appear in the activity log, giving your team a clear timeline from creation and delivery through to acceptance or signature.
Smarter reminders and editable emails
Contracts, proposals and combined packages can each have appropriate reminder behaviour and email wording.
Delivery emails are editable in Settings, so a proposal recipient won’t receive a message telling them they have “a contract to sign.” Automated reminders stop when the document is completed, declined or returned for changes.
Connected to the rest of GatherCRM
Documents can be sent to existing contacts, secondary contacts or leads from your pipeline.
Once sent, the relevant activity is added to the recipient’s record—whether that’s a proposal, contract or combined package. This gives your team a complete history without having to update the CRM manually.
Everything in one dashboard
The redesigned dashboard brings the whole process together with:
- A prominent Create button
- Sent-document totals
- Open-rate reporting
- Signature-rate reporting
- Recent activity
- Filters for proposals, contracts and combined packages
- Draft access
- Search and pagination
It provides a clear view of what has been sent, what has been opened and what still needs action.
Proposals that look professional – and contracts that get completed
This update turns Proposals & Contracts into a complete client-document workflow.
You can prepare branded proposals, generate content with AI, reuse templates, collect feedback, track engagement and secure electronic signatures—all without leaving GatherCRM.
The result is a smoother process for your team and a much more professional experience for your clients.