Move qualified opportunities from conversation to commitment.
Create a clearer path between the sales conversation and the work you're preparing to deliver.
AvariHQ brings proposals and business documents into the client operation so important agreements don't have to live outside the process they initiate.
30 days free. No credit card required.
Keep the commercial process connected
The information surrounding a prospective client already exists somewhere in your operation. Your proposal process shouldn't require starting over.
Documents in context
Client documents are more useful when they're connected to the relationship and the process around them. Bring the commercial documentation surrounding client work into the same operating environment used to manage the rest of the lifecycle.
- PrepareProposals, estimates and documents
- AgreeClient review and acceptance
- BeginAccepted work moves into delivery
Move from scope to proposal with less fragmentation
By the time you write a proposal, you already know a great deal: who the client is, what they need and what was discussed. Building estimates and proposals alongside the client record keeps that context in one place instead of copying it into a separate tool.
Estimates set out scope and cost. Proposals present the full case for the work. Both stay attached to the relationship they belong to.
- Estimates for scope and cost
- Proposals connected to the client record
Proposals: Available on Professional and Business.
Keep commercial documents tied to the relationship
Contracts, agreements and supporting documents are easier to manage when they live with the client rather than in an email thread. When someone needs to check what was agreed, the answer sits in the same place as the rest of the relationship.
Sales Rooms give a prospect one place to review a proposal and its supporting materials while they decide, rather than a scattering of attachments.
- Documents and contracts stored with the client
- Sales Rooms for presenting proposals and materials
- Enhanced PDF and document signing with the Sales Suite Add-On
Reuse proven structures without rebuilding every document
Most service businesses send variations of the same few proposals. Proposal templates let you start from a structure that already works, then adjust the scope, pricing and details for each client.
Reuse keeps proposals consistent in quality and tone, and it shortens the time between a good conversation and a clear offer.
- Proposal templates
- Reusable document structures
Create a clearer handoff after yes
A signed agreement changes the relationship. The prospect becomes a client, and a new set of operational responsibilities begins. AvariHQ helps create a more deliberate transition from the commercial stage into onboarding and delivery.
- ACQUIRE
- CONVERT (this capability)
- ONBOARD
- DELIVER
- BILL
- SUPPORT
- GROW
What this looks like in AvariHQ
The verified features behind Proposals & Documents, with the plans they are included in. Add-Ons are optional and purchased separately.
View Pricing- Forms & documentsAll plans
- ProposalsProfessional and Business
- Enhanced PDF/document signingSales Suite Add-On
Connect the agreement to everything that comes after it.
30 days free. No credit card required.