Tristiks

Proposal and contract software that wins work and gets it signed

Send branded proposals and contracts from a template, see when clients open them and get them signed online. Tristiks Grow can even turn a signed proposal into a draft invoice.

No credit card required
The Tristiks Grow proposal editor: proposal sections beside the text of the proposal

Proposals, contracts and invoices in one flow

Most freelancers write proposals in one tool, send contracts from another and invoice from a third. In Tristiks Grow a proposal belongs to its client and project, a contract can follow on from the proposal it came from, and the signed pricing becomes the invoice.

Get proposals signed without the back-and-forth

Send a proposal or contract to one or more people at the client, with a short message. Each of them gets a secure link to read it in their browser, with nothing to download and no account to create.

You see when it was sent, when each person opened it and when it was signed. Clients sign by typing their name, and a signed document is locked so nobody can change it afterwards.

Website redesign proposal
Sender's view:Sent
To Maya Chen · Northwind Studio

Studio Kova sent you a proposal: Website redesign proposal. Open it to read and sign. You don't need an account.

You're the client in this demo. Open the email.

A working copy of a Tristiks Grow proposal as the client sees it, with sample data: open it from the email, type a name to sign, and see the status move from Sent to Viewed to Signed, with a draft invoice created when that option is on.

Pricing clients can read at a glance

Add line items to the pricing table and Tristiks Grow works out the subtotal, taxes and total. Choose the currency for each proposal, so clients abroad see prices in their own money.

Your logo, business details and brand colours appear on every proposal and contract, so what clients open looks like it came from your business.

A proposal's pricing table with tax and total, and its status

From signed proposal to first invoice

Turn on one option before you send, and the moment the client signs, Tristiks Grow creates a draft invoice with the same line items, taxes and total, addressed to the same people. Check it, then send it when you're ready.

A contract can be linked to the proposal it follows, so the whole deal stays together under the client and project.

See invoicing
A signed proposal creating a draft invoice for the same amount

Start from a template

Begin with a ready-made proposal or contract, then save your own versions to reuse.

Proposal template

  • Executive summary
  • Scope of work
  • Pricing
  • About us

Proposal

Proposal template

A ready-made proposal with an executive summary, scope of work, pricing and a section about your business.

Master service agreement

  • Purpose of the agreement
  • Term and termination
  • Services
  • Payment details

Contract

Master service agreement

A ready-made contract covering the term, services, payment, ownership of the work, confidentiality and more.

Custom templates

  • Your sections
  • Your pricing table
  • Your terms

Your own

Custom templates

Save a proposal or contract as a template with its sections and pricing, and start the next one from it.

Everything a proposal needs

Keep every proposal and contract with its client, and follow each one from draft to signed.

Proposals & contracts
  • Website redesign proposalNorthwind StudioSigned
  • Brand refresh contractLumen StudioViewed
  • SEO retainer proposalBrightpathSent
  • Content planFernwoodDraft

Every proposal's status in one list

See each proposal and contract with its client, project and status: draft, sent, viewed or signed.

Invoice #1043

Bill to

Northwind Studio

Status moves from draft to sent to paid
  • Discovery and strategy · 10 h × $120.00$1,200.00
  • Design and build · 30 h × $120.00$3,600.00
Total$4,800.00

A draft invoice when they sign

The signed line items, taxes and total become a draft invoice, ready for you to check and send.

Files attached to a proposal before it is sent

Attach the files that go with it

Add a brief, mock-ups or any other file to a proposal or contract.

A signed contract PDF being imported

Import agreements you already have

Upload proposals and contracts signed elsewhere, with their dates, so every agreement lives with its client.

How to send a proposal in Tristiks Grow

  1. 1

    Choose a template

    Start from the ready-made proposal or contract, or one of your own templates, and pick the client and project it's for.

  2. 2

    Fill in the details and pricing

    Edit the sections, add line items, taxes and a currency, attach any files and decide whether signing creates a draft invoice.

  3. 3

    Send it and get it signed

    Send it to the people at the client with a message, then watch it move from sent to viewed to signed.

A woman in a checked blazer holding her laptop, choosing a proposal template

FAQ

Proposal and contract questions, answered

Still have questions? Talk to our team.

What is proposal and contract software?

It's software for writing, sending and signing the documents that start client work. Tristiks Grow keeps proposals and contracts with the client and project they're for, shows their status and can turn a signed proposal into a draft invoice.

How do clients sign a proposal or contract?

Each person you send it to gets a secure link. They read the document in their browser and sign by typing their name. They don't need a Tristiks Grow account.

Can I see when a client has opened my proposal?

Yes. Its status moves from sent to viewed when someone you sent it to opens it, and to signed when they sign it.

Can I change a proposal after it's signed?

No. Once signed, a proposal or contract is locked so the agreed version can't change. If the terms change, send a new one.

Can a signed proposal become an invoice?

Yes. Turn on the draft invoice option before sending, and when the client signs, Tristiks Grow creates a draft invoice with the same line items, taxes and total. You check it before it goes out.

Can I use my own templates?

Yes. Save a proposal or contract as a template, with its sections and pricing, and start new ones from it.

Can I keep contracts I signed outside Tristiks Grow?

Yes. Import a signed proposal or contract as a file, with the dates it was sent and signed, and it's kept with the client.

Is there a free trial?

Yes. Every plan starts with a free 14-day trial, and you don't need a credit card to sign up.

Send your next proposal with Tristiks Grow

Start a free 14-day trial and send a branded proposal today, or book a demo to see proposals, contracts and invoices working together.