A static PDF says "here's the price, take it or leave it." An Atlas proposal says "here's the base — and here's what you can add, in your own time." One job went from $3,044 to $4,233 — a 39% upsell, no follow-up call.
What the customer seesThe customer opens your branded link on their phone, picks the upgrades they actually want, and the price updates in real time. No back-and-forth. No "I have to ask my wife." They sign when they're ready.
Click a tab. Scroll inside the frame. Toggle the upgrades. The total updates live.
Same install, same crew, same time on site. The only difference: the customer got to choose, instead of being asked.
There's no separate eSign step. The proposal customers configure on is the same proposal they sign on. One link does both halves of the close.
A 40-year-old NJ security contractor went from an 8-step paper-and-PDF workflow to a single branded link. Median sign time collapsed from 5 days to 24 hours.
No app. No PDF reader. No printer. Customer scrolls, configures, signs with a fingertip — same as ordering food.
ESIGN Act and UETA compliant. Every signature event timestamped, IP-logged, and filed automatically with the document.
Built for trades. Not a generic CPQ tool. Not a Google Doc with a signature box.
Customer toggles an upgrade. Total updates in milliseconds. They see the impact of every choice — and choose more.
Each upgrade has a one-line plain-English description. Customers stop emailing "what does this mean?"
Atlas knows when they opened it, when they configured, when they signed. No more "did you get my quote?" calls.
Logo, colors, typography. The customer experiences your business — not a generic CPQ tool with your name pasted on top.
Same proposal, same link, signed contract. No DocuSign exit, no PDF dance. ESIGN Act compliant.
Which upgrades close most? Which get clicked but not picked? Atlas tells you which line items earn their keep.
Atlas Proposal is part of the suite, or available standalone. Customer-driven configuration, branded eSign, and no more chasing.
Get Atlas Proposal for your business