📄 ProposalPad

REPLACES PANDADOC for one price.

Proposals and contracts for your business and your clients. Build a document from clean sections — cover, scope, deliverables, timeline, a pricing table, terms — send your client a link, and get a recorded acceptance of the exact version they saw. When a real electronic signature is what the deal needs, ProposalPad hands the document to SignSeal, CertSight's e-signature product, instead of pretending an acceptance is a signature.

Not to be confused with CertSight Business Solutions' internal proposal tooling, which drafts CertSight's own consulting proposals. ProposalPad is the general tool: your documents, your prices, your clients.

$39 one-time. No subscription. Yours forever.

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What it does

• A real document builder. Proposals and contracts from structured sections — cover, introduction, scope of work, deliverables, timeline, pricing, terms, acceptance. Reorder sections, hide the ones a given client should not see, edit in plain text.
• Pricing that adds itself up. Line items with quantities and unit prices; totals, discount and tax are computed by the app in exact cents — the same numbers in the web view, the print view and the PDF.
• Starter templates, written for this product. Services proposal, consulting agreement, freelance contract and sales proposal — plus save any of your own documents as a reusable template.
• A client book. Names, companies and contacts attached to documents, so a sent version always records exactly who it was prepared for.
• Share by link. Sending freezes the version and gives you a private link to send your client yourself. Opens are logged honestly as link opens. Edit a sent document and the client still sees the frozen version until you send the new one — acceptance always binds to a specific version's document reference.
• Acceptance, recorded properly. Your client can accept on the link with a typed name and an explicit consent box. The record binds their name, the time, and the exact document reference they accepted.
• Signatures through SignSeal. Need an electronic signature rather than an acceptance? Send the document for signature and SignSeal runs the envelope — signing link emailed to your client, stamped signed PDF, certificate of completion. (SignSeal is sold separately; ProposalPad checks you hold it before creating an envelope.)

Accepted is not signed — and ProposalPad says so

• Accepted means a recorded clickwrap acceptance: typed name, consent, timestamp and the document reference. Useful, auditable — and labelled as an acceptance everywhere, never as a signature.
• Signed means a SignSeal envelope completed: the client signed the document itself, and you get the stamped PDF and certificate. ProposalPad only ever shows "Signed" when SignSeal says the envelope completed.
• No payment collection. ProposalPad does not take your client's money on acceptance — invoice them separately (LedgerLine does invoicing and bookkeeping).
• No email system. You send the share link yourself, by whatever channel you already use. The only email ProposalPad ever causes is a SignSeal signing request, sent by SignSeal when you choose that path.
• No CRM, no team seats, no AI drafting in v1 — documents, templates, clients, links, acceptances and signatures. That's the job.