Dallas, TX
sales software · dallas

Proposal and E-Sign Software That Turns a Verbal Yes Into a Signed, Paid Deal

The days between a verbal yes and a signed contract are where deals go quiet. Oak Cliff Software builds proposal and e-sign software for teams across Dallas–Fort Worth that assembles proposals from your pricing, collects signatures and deposits online and updates the deal when it is signed.

Scope your project → Read the FAQ

3 min read · 4 sections · 3 answers

Faster signatures

Sign from any device.

Consistent proposals

Current pricing every time.

Cash at signing

Deposits online.

Know who to call

Open tracking.

Pricing approvals, custom terms and negotiation stay with your team.

01

Proposals from your pricing

Reps build proposals from approved sections, line items, terms and payment plans. Discounts beyond a limit go to a manager first.

  • Approved templates
  • Line items from your price list
  • Payment plans and deposits
  • Discount approval rules
02

Signing on any device

Customers sign from a phone or computer with a full audit trail. Your attorney should confirm what applies to your contracts.

// how proposal & e-sign software flows
  1. 1 Proposal built
  2. 2 Sent to customer
  3. 3 Opened and reviewed
  4. 4 Signed
  5. 5 Deposit paid
03

Deposits at signing

A card or bank deposit is collected through your payment provider, such as Stripe, and delivery is notified when it clears.

TodayWith proposal & e-sign software

✕Proposals copied from old files

✓Templates with current pricing

✕No idea if it was opened

✓Open tracking

✕Deposits chased by phone

✓Deposits at signing

04

Status on every deal

Sent, opened, signed and paid on every proposal, so reps know who to call.

The system handles

  • Filling pricing and terms
  • Tracking opens
  • Updating the deal on signature

Your people decide

  • Pricing approvals
  • Custom terms
  • Negotiation
your first release

What a first proposal & e-sign software release includes

A focused starting point, shaped with your team in Discovery and adjusted to how your Dallas team works. Then we build on it.

  1. Discover
  2. Design
  3. Build
  4. Launch
  5. Optimize
Plan your first release →
release planProposal & E-Sign Software · v1.0Ready to scope
  • Proposal templates01
  • Discount rules02
  • Online signing03
  • Deposit collection04
  • CRM and delivery connections05
  • Handover runbook and owner register06
Then: connect more tools, add automation and AI as your team is ready.
in practice

What proposal & e-sign software looks like day to day

Illustrative scenarios, not client stories.

A services firm in Richardson

Picture a rep who sends a proposal from the CRM, sees it opened twice that evening and calls the next morning. The customer signs and pays the deposit on the call.

Build something like this →Every system is shaped around your own process.
faq

Proposal & E-Sign Software: questions we hear

Still unsure? Ask us directly.

Are e-signatures binding?

They are widely accepted for commercial contracts, with a full audit trail. Your attorney should confirm what applies.

Which payment providers work?

Common providers like Stripe.

Who owns the software?

You do. The code, the data and the documentation are yours after launch.

often built together

Proposal & E-Sign Software works best connected

Most teams start with one system and connect the next when they are ready. These are the services most often built alongside proposal & e-sign software, on the same record.

All services →
Proposal & E-Sign Software Custom Sales CRMLeads, accounts, deals and activity organized around how your team actually sells, not how a template thinks you should.→Commission SoftwareCommission rules, splits and clawbacks calculated from real deals, with statements reps can check themselves.→Quote-to-Order SoftwareBuild quotes from your own pricing rules and routings, then turn an accepted quote into an order and a job.→
built by our team

See the pattern in a real system

Recruiting, training, contracts and commissions in one sales platform, where a signed and paid deal starts delivery.

All highlighted work →
Rep HubRep Hub sales dashboard with lead pipeline, team performance, calendar and tasks Built · Sales organizationRep HubFrom joining the sales team to delivering the sale, in one connected platform.View the project →

Start with the problem. We'll build the possibility.

Tell us what slows your team down. We'll map it with you and suggest a useful first release, whether you're in Dallas or anywhere in Dallas–Fort Worth.

Scope your project See our work