Proposals & Contracts
Win the work without breaking the workflow.
Accepted work doesn't disappear into another system. Helmbase carries it forward — from a priced proposal straight into a signed contract.
The transition
From an accepted proposal to a signed contract, in order.
Pricing that carries forward
Structured pricing, not a paragraph of prose.
Line items, a discount, tax, and a deposit percentage — built into the proposal itself, not re-typed later. Your client reviews and accepts publicly, no account required, and you see exactly when they viewed it.
- Line items with quantity and unit price, discount, and tax
- An optional deposit percentage, split out automatically
- An expiry date, after which the proposal can no longer be accepted
Website Redesign & Brand Refresh
AcceptedNo re-typing anything
One click turns a proposal into a contract.
Generate a contract straight from the proposal's scope and pricing, then send it for signature — both your signature and your client's, collected right in Helmbase. No separate e-signature tool required.
- Contract text generated from the proposal you already wrote
- Both signatures collected in-app, with a legally binding record
- A signed contract automatically links to the project it starts
Website Redesign & Brand Refresh — Service Agreement
SignedRun your client operation with Helmbase.
Set up your workspace in minutes. Free during early access, no credit card required.