About this template

Build polished, templated proposals, send them for e-signature, see when clients open them, and collect payment on acceptance.

Start from this template and describe what you want to change — Assembly adapts the layout, fields, and flow to your firm, then publishes it to your client portal in minutes. No code required.

What you can customize

• Branding, colors, and your own domain
• Fields, sections, and the steps clients see
• Automations, reminders, and notifications
• Access and permissions per client or team

Perfect for

Marketing, Consulting, Accounting, and Legal firms running proposals workflows.