Sales and contracts

From first conversation
to signed contract

Track leads in a pipeline, send a proposal the client accepts online and have contracts signed digitally. You see terms and renewals coming in good time.

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Pipeline and proposals in every plan. Contracts and digital signing from Solo.
Lead2
Fysio Centrum Oost
Website · €4,800
Kapsalon Mila
SEO · €650 p/m
Proposal1
Van Dijk
Maintenance · €180 p/m
Won1
Studio Noorderlicht
Website · €6,200
Pipeline overview
Every lead per stage, with value.
Faster acceptance
Proposals viewed and accepted online.
No paperwork
Contracts signed digitally.
PROPOSALS

A proposal the client accepts online

Write a proposal and share the link. The client reads it online and accepts in one click. You see right away that it is signed, and the project can start.

Viewed onlineAccepted in one clickStraight on to a project
Proposal · 12-month maintenanceViewed by client
Monthly maintenance€180 p/m
Backups and updatesincluded
Accept
Contract · 12-month maintenanceAwaiting signature
Signature
Terms
Van Dijk Installatietechniek
Maintenance · renews 1 Janin 30 days
Bakkerij Verhoeven
Hosting · renews 1 Apractive
CONTRACTS

Digital signing and terms in view

Have contracts and data processing agreements signed digitally. Terms and renewals are on one list, so you are never caught by surprise.

Digital signingTerms and renewalsGDPR data processing agreement

Everything for your sales

LeadsEvery opportunity in one place.
PipelineLeads per stage, with value.
ProposalsWrite and share.
Online acceptanceThe client accepts in one click.
ContractsWith term and renewal.
Digital signingNo printer needed.
Data processing agreementSigned according to the GDPR.
In the portalEverything easy to find for the client.

Works together with

All features →
Client portalUnder your own logo and domain.View client portal →Time tracking and invoicingTimer, hours and ready to invoice.View time tracking →Projects and planningProjects, tasks, My day and workload.View projects →

Questions about sales

Does the client need an account to sign?

No. The client opens the proposal or contract via a link and signs online.

Can an accepted proposal become a project?

Yes. After acceptance you turn the proposal into a project, so the work can start right away.

What is a data processing agreement?

An agreement under the GDPR about how you process your client’s personal data. Oumnio has it signed digitally.

From proposal to project, faster

Try it free for 14 days, no payment details, or start with the free plan.

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