Win the work
before you invoice it.
A polished proposal your client signs right in the browser — no DocuSign account, no PDF gymnastics, no waiting on a separate tool. When they say yes, one click turns it into an invoice ready to collect payment.
A proposal that looks as good as your work.
Most proposals go out as a Google Doc or a rough PDF cobbled together in Canva. involy proposals are clean, branded, and itemized — the kind of document that makes a client feel like they're hiring a real business, not a freelancer guessing at their rates.
- Your brand, automatically. Your logo, colors, and business name carry over from your account — nothing to configure per proposal.
- Reusable templates. Build once, clone for the next client. Line items, rates, and scope blocks all save.
- Track viewed and accepted status. Know the moment a client opens it — and the moment they sign.
A legally-binding signature. No login required for your client.
The client opens a link in their email and signs right there — no account, no app, no friction. The signature is timestamped and attached to the proposal record. You get a notification the second it happens.
- Client signs in the browser — no DocuSign, no HelloSign, no third-party account needed on their end.
- Signature, IP, and timestamp recorded and stored against the proposal for your records.
- You're notified instantly — so you can start the work while the momentum is still there.
One click from signed proposal to ready-to-collect invoice.
The moment a proposal is accepted, involy offers to convert it directly to an invoice. All the line items, amounts, and client details copy over automatically — there's nothing to re-enter. Send the invoice in the same session you got the signature.
- Zero re-entry. Line items, totals, and client contact all carry from the proposal to the invoice exactly as scoped.
- Add a deposit split. Optionally break it into a 50% upfront invoice and a balance-due invoice before you send.
- Books update immediately. The new invoice moves your receivables, your budget, and your safe-to-spend the moment it's created.
Proposals that work as hard as you do.
No separate e-sign subscription. No PDF tool. No copy-paste between apps. Everything you need to win a job and start getting paid lives in one place.
Reusable templates
Build a proposal once, clone it next time. Save your most common scopes as templates so a new proposal takes minutes, not an afternoon.
Track viewed & accepted
See when a client opens your proposal so you know when to follow up. Track accepted, declined, and expired status from the proposals dashboard.
No-login signing for clients
Your client doesn't need to create an account, download an app, or sign up for anything. They click a link and sign — that's the whole experience.
Propose it. Sign it. Invoice it.
All in one place.
Join the early access and send your first involy proposal today — no separate e-sign tool required.