Proposal software for approval, invoicing for what follows
Proposal and invoicing software do not have to be the same product. The proposal needs to win the deal first. Invoicing starts after approval. Offorte therefore focuses fully on the proposal: professional design, interactive pricing, digital signing, tracking, and follow-up. After approval, send the data to your trusted invoicing software through Zapier or the API.
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Win the deal with a stronger proposal
Before approval, your proposal has one job: persuade the client. A good proposal explains your approach, makes the price easy to understand, and builds confidence in the work ahead. Offorte is built for that.
Create the proposal in your own visual style and present it online. Add images, videos, and customer stories. Let your client select pricing options, ask questions, and sign digitally.
Reuse pages and content blocks. Personalization tags fill in client details. Tracking shows when your client opens the proposal. Automations handle reminders, follow-up, and status changes.
First approval. Then invoicing.
After the signature, the work changes. The proposal has won the deal, and the agreement is clear. Your invoicing software now needs the right client, proposal, and pricing data.
After approval, send the data to more than 2,000 software apps through Zapier. Use the Offorte API for a custom connection. Create and send the invoice in your invoicing software. Offorte does not create or send invoices.
Broad all-in-one software always has to choose
Software that handles proposals, CRM, projects, time tracking, bookkeeping, and invoicing divides its attention across every process. The proposal often ends up as an administrative document with a price and an approval button.
Offorte chooses a narrower product scope. It focuses on the work before approval: persuasive content, professional design, interactive pricing, digital signing, client activity, and well-timed follow-up.
Your bookkeeping or invoicing software keeps doing what it does best: invoices, payments, and administration. The connection links both steps without forcing them into one product.
The proposal wins the deal. Your invoicing software processes the agreement.
Connect the software that fits your administration
Use Zapier to connect Offorte with more than 2,000 software apps. The available action depends on the chosen app and your Zapier plan. Check which data and actions your connection supports.
Need a custom process? Use the Offorte API to send client, proposal, and approval data to software that provides an API. API access and Zapier are available with the Premium plan.
One clear job for each product
Offorte creates, presents, and tracks proposals. Your client can sign the proposal digitally. Your invoicing software creates, sends, and processes the invoice. Zapier or the API sends the agreed data between them.
Trusted by 2,500+ professionals worldwide
"Offorte transformed how we create proposals - fast, easy and stunning"
Frequently asked questions
No. Offorte deliberately focuses on the work before approval. The editor, online presentation, pricing options, tracking, signing, and follow-up help you win the deal. Use software built for invoicing to create and send the invoice. Zapier or the API connects both steps.
You can connect Offorte to more than 2,000 software apps through Zapier. For other software, build a custom connection with the Offorte API if that software provides an API.
You choose the next step. Send the required data to your invoicing software through Zapier or a custom connection. You create and send the invoice there.
Yes. Offorte stays focused on proposals. Your accounting software remains the place for invoices and bookkeeping. Connect the two through Zapier or the API.
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