Build polished, templated proposals, send them for e-signature, see when clients open them, and collect payment on acceptance.

Start from this template and describe what you want to change in plain English — Assembly Studio adapts the layout, fields, and flow to your firm, then publishes it to your client portal in minutes. No code required.

Key Features

• Build branded, multi-page proposals in a slide-style editor with a thumbnail navigator and reusable templates

• Offer tiered packages and optional add-ons, with an upfront payment percentage wired into Assembly Payments to generate the invoice

• Track every proposal through Drafted, Sent, Viewed, Accepted, Rejected, and Archived while clients comment and accept in the portal

What you can customize

• Branding, colors, and your own domain

• Fields, sections, and the steps clients see

• Automations, reminders, and notifications

• Access and permissions per client or team

Perfect for

Marketing, Consulting, Accounting, and Legal firms running proposals workflows.