More than 50 users already trust Elevia
Sales proposals
that convert better.
Your sales proposals deserve better than a static PDF.
From first touch to signed contract
Clearer
Better tracked
Clear options
Every capability
moves your revenue forward
From the CRM
Why Elevia over a standalone proposal tool?
Tools like PandaDoc or Proposify are powerful but often disconnected from CRM and delivery. Elevia links sales, signature, and project work.
| Elevia | Proposal tools (PandaDoc, Proposify…) | |
|---|---|---|
| CRM connection | Native, no exports | Paid integrations |
| Open tracking | Time per section | Basic opens only |
| Sign & pay | Included | Often add-on modules |
| Project & billing handoff | One click after sign | Separate PM tool |
| Pricing for freelancers and agencies | Transparent plans | Per-seat pricing |
| Customization | Advanced customization | Often limited |
Frequently asked questions about sales proposals for freelancers and agencies
What is Elevia?
Elevia is an all-in-one platform for your agency’s sales and operations: CRM, proposals, projects, client feedback and billing. One tool, zero sprawl.
What's the difference between a sales proposal and a quote?
A quote is a static document listing services and prices. A sales proposal goes further: it presents context, the solution, and the value delivered. In Elevia, it also lets the client build their own scope with à la carte options. It's a sales tool, not just an admin document.
Are sales proposals interactive?
Yes. Unlike a PDF or Word file, an Elevia proposal works like an interactive web page. Your client can select options, adjust scope, and sign online without back-and-forth emails.
How is Elevia different from PandaDoc or Qwilr?
PandaDoc and Qwilr are solid proposal tools, but they stop there. You pay a dedicated subscription, re-enter data from your CRM, and once signed you start from scratch in your project tool. Elevia connects everything natively: the proposal starts from your CRM data, and once signed it becomes a project in one click. One tool, zero friction.
How long does it take to create your first proposal with Elevia?
Start from a ready-made template, customize sections, add your à la carte options, and send without starting from a blank page.
Can you try Elevia for free to create sales proposals?
Yes. Elevia offers a 14-day free trial with access to the full platform. You can build proposals and test à la carte options from day one; interactive proposals and e-signatures require the Pro plan or above.
Can I cancel anytime?
Yes. No lock-in. Cancel in one click from your workspace whenever you want.
Does Elevia replace Notion for proposals?
Completely. Notion lets you write a document, but it can't track opens, offer interactive options, collect e-signatures, or turn a signed proposal into a project. Elevia does all of that in one tool, without juggling multiple apps.
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