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Sales🚀 COMING SOONModule 09

Proposals & Contracts

AI-Generated Proposals & Smart Contracts

Generate professional proposals in seconds using AI. Send for e-signature, track views and get notified the moment a contract is signed.

What is Proposals & Contracts?

Proposals & Contracts eliminates the hours spent writing proposals from scratch. The AI reads the prospect's CRM record — name, company, deal value, notes — and generates a polished, on-brand proposal in seconds. You review, adjust and send. Recipients sign digitally with e-signature support. Every version is tracked so you always know what the client saw. Contract templates let legal teams set boundaries while sales teams move fast. When a contract is signed, the CRM deal stage updates automatically and the onboarding sequence begins.

🚀This feature is currently in development. Enter the platform and install it from the App Store the moment it launches.
Key Capabilities
AI proposal generation from CRM data
Smart contract builder with templates
E-signature support
Document version tracking
View & open analytics
Auto-CRM deal stage update on sign

How It Will Work

01
Select a CRM deal and click Generate Proposal
02
AI drafts a full proposal using deal and contact data
03
Review, edit and customise before sending
04
Recipient signs via e-signature link
05
Deal stage updates automatically on signature

Frequently Asked Questions

Can I use my own proposal templates?

Yes. You upload your branded templates and the AI populates them with deal-specific content.

Is e-signature legally binding?

Yes. HiT OS uses industry-standard e-signature protocols that are legally valid in most jurisdictions.

When is this launching?

Currently in development. Subscribe to early access notifications from the platform.

Works Best With

Proposals & Contracts connects natively with these modules — install them together for the full automated workflow.

Proposals & Contracts is coming soon.

We are building Proposals & Contracts right now. Enter the platform to see what is live today — and get notified the moment this launches.