DescriptionQtyUnit Price
General labor and supervision40$85.00
Material markup at 15%1$2,847.00
Premium finish upgrade1$1,200.00Optional
Calisto Proposals
Quotes in 30 seconds. Proposals with impact.
Basic Quick Quote in 30 seconds, included with every plan. Advanced builder: 5 section types, 12 line-item types, Good/Better/Best pricing, version history, change orders, and automation sequences across 42 proposal types and 15 verticals.
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proposal types across 15 verticals
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section types in Advanced builder
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line-item types with cost-to-price calculator
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payment gateways for acceptance collection
Proposal Pipeline
Six statuses. One unified hub.
Every proposal tracks through six lifecycle states from draft through acceptance or expiry. The Proposals Hub aggregates Advanced proposals, Quick Quotes, and Ops quotes into a single pipeline with dashboard and list views.
Draft (6)
Sent (6)
Viewed (6)
Accepted (6)
Declined (6)
Expired (6)
NameSourceStatusTierValue
ABC Property RenovationAdvancedViewedGood$18,500
Client Quick QuoteBasicSent—$2,400
Ops Quote AggregateOpsDraft—$12,000
Draft
Proposals in progress. Not yet sent to any client. Resume editing or discard.
Sent
Delivered to client via email or public link. View tracking activates on first open.
Viewed
Client has opened the proposal. Section-level analytics begin recording time spent.
Accepted
Client accepted. Payment collected (if configured). E-signature triggered. Deal stage updated.
Declined
Client declined with optional reason. Sequence automation stops. Record preserved for win/loss analytics.
Expired
Validity period elapsed without response. Expiring trigger fires automation before deadline.
Hub capabilities
Dashboard view with KPI tiles: drafts, sent, accepted, expired counts
List view with status, client, value, and date columns across all proposals
Three-source aggregation: Advanced proposals, Quick Quotes, and Ops quotes in one hub
Status badge counts in sidebar navigation for at-a-glance pipeline health
Create new: Advanced proposal or Quick Quote, one click from hub
Upgrade path: convert any Basic quote to Advanced proposal from hub
Basic Tier
Quote in thirty seconds.
Quick Quote is the Basic tier of Calisto Proposals, included in every subscription. Select contact, add line items, set validity, send. No sections, no templates, no configuration.
1
Select contact
Search existing contacts or create inline. Name, email, company auto-populate from contact database.
2
Add line items
Description, quantity, unit price, and cost basis per item. Add as many as needed. Live total updates as you type.
3
Set validity and currency
Configure expiry window and currency. Optional deposit or full payment collection on acceptance.
4
Send
Client receives branded public page with line items, total, and accept or decline buttons. No login required.
Basic tier details
Included in every subscription at no additional cost
Contact, line items, validity, currency, send — nothing else to configure
Branded public page with accept and decline buttons
Optional payment collection at acceptance through configured POS gateway
Every Quick Quote appears in the unified Proposals Hub alongside Advanced proposals
Upgrade any Quick Quote to Advanced proposal to unlock full builder
The Advanced Builder
Five section types. Twelve line-item types. Multi-option pricing.
Build proposals clients interact with, not PDFs they download. Rich sections, structured pricing with Good/Better/Best tiers, photos per section, and a live summary sidebar.
Advanced Tier
Five section types. Twelve line-item types.
The Advanced proposal editor provides structured sections, multi-option pricing tiers, photos, and a live summary sidebar. Build proposals that clients interact with, not PDFs they download.
Editing
ABC Property Renovation Draft
Summary
Subtotal$4,447.00
Tax (8.5%)$377.99
Total$4,824.99
Section types
Text
Rich text narrative with headers, bullets, and formatting. Tell your story, explain approach, outline process.
Pricing
Structured line-item table with SKU, description, quantity, unit, cost, margin, price, and discount. Live totals.
Terms
Contract terms and conditions with formatting. Auto-populate from templates or write custom. Scroll-to-bottom required.
Custom
Freeform content blocks for specs, timelines, scope statements, and anything not fitting standard section types.
Floor Plan
Embedded visual venue layout powered by Seat Designer. Clients see exact seating, table configuration, and capacity.
12 line-item types
ProductServiceLaborMaterialExpenseFeeSubscriptionAssetTreatmentActivityAccommodationF&B
Pricing and editor features
Good / Better / Best multi-option tiers with different line items per tier
Optional line items clients include or exclude on public page, changing total in real time
Cost-to-price calculator: enter cost and margin to auto-calculate price, or work backwards
Per-line-item discount percent with pricebook-enforced maximum limits
Photos per section for visual proposals: property photos, work samples, floor plans
AI draft generation: provide a brief and tone, receive professional section text
Library and Pricebook
Templates. Content blocks. Master pricebook.
Four reusable asset libraries feed every proposal. Templates set the structure, content blocks fill the narrative, the pricebook controls pricing, and job templates bundle common service packages.
Template Library
Build reusable templates with default sections, merge fields, approval rules, and linked e-signature templates. Set one template as default per vertical. Usage counts and last-used dates track adoption.
Content Library
Pre-written blocks ready to drop into any proposal. Four block types: Text, Image, Table, and List. Version history per block with search and tag filtering.
Pricebook
Master catalog of every product, service, and labor rate your team quotes. SKU, category, unit price, cost basis, and auto-calculated margin. Price guardrails prevent rogue discounting.
Master Pricebook
24 items active
SKU
Category
Unit Price
Margin
LABOR-001
Labor
$85.00
47%
MAT-230
Material
$2,400.00
33%
FEE-MGMT
Fee
$500.00
100%
Features and configuration
Default sections pre-configured per template
Merge fields: client name, property, date, custom fields
Linked Calisto Sign templates for post-acceptance signatures
One default template per vertical for auto-selection
Version history per content block with rollback
Search and tag filtering for fast discovery
Minimum and maximum price limits per item
Maximum allowable discount percent with manager override
Manufacturer name, part number, and labor rate fields
Active and inactive toggle for seasonal items
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automation triggers
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approval statuses
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workspace roles
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CMA report statuses (real estate)
Send and Track
Interactive proposals. Accept with payment.
Clients view proposals on any device. Select options, ask questions inline, accept with deposit or full payment. Every view tracked with section-level analytics.
Version Control and Approvals
Every save versioned. Six approval statuses.
Unlimited version history with side-by-side diff viewer and one-click restore. Post-acceptance change orders track amendments formally. Internal approval workflows lock proposals until sign-off.
Version History
Every save creates a new version. Full history with timestamps and author attribution. Restore any previous version with one click.
Side-by-Side Diff
Compare any two versions in a split view. Sections added, removed, and modified highlighted with line-item price deltas.
Change Orders
Post-acceptance amendments tracked formally. Items added, removed, or modified recorded with original versus revised totals and net change.
Version History
Ver.DateAuthorStatusChange
v5May 7, 2:14pYouCurrentPricing updated
v4May 6, 10:42aSarahApprovedAdded section
v3May 5, 3:28pYouSentInitial proposal
Click any version to restore or compare side-by-side.
Change Order
ItemTypeOriginalRevised
Premium finish upgradeAdded—$1,200.00
Material markupModified$2,847.00$3,200.00
Early start discountRemoved-$500.00—
Net Change+$1,900.00
Client must approve change orders before revised proposal goes live.
Approval statuses
Not Required
Pending
In Review
Approved
Rejected
Changes Requested
Define approval rules per template or per proposal type
Proposals locked from sending until internal approval is granted
Notification sent to configured approvers on submission
Full audit trail of approval decisions with timestamps
Automate and Analyze
Three triggers. Win/loss analytics.
Event-driven automation sequences follow up on sent, viewed, or expiring proposals. Win/loss analytics track conversion across types, verticals, and team members.
Automation Sequences
Three triggers. Four step types. Five exits.
Event-driven automation sequences follow up automatically after proposals are sent, viewed, or approaching expiry. Email, SMS, wait, and conditional branch steps. Sequences stop on acceptance, decline, expiry, manual stop, or any response.
Triggers
Proposal Sent
Sequence starts when proposal is delivered to client via email or public link.
Proposal Viewed
Fires when client opens proposal for the first time. View tracking timestamp triggers the sequence.
Proposal Expiring
Fires when proposal approaches its validity expiry date. Configurable lead time before deadline.
Step types
Custom subject and body with merge fields. Client name, proposal value, expiry date, and custom field tokens.
SMS
Text message with merge fields. Short-form follow-ups for high-priority proposals.
Wait
Delay between steps. Configure hours or days. Prevents overwhelming clients with back-to-back messages.
Conditional
If/else branches based on proposal status. Route sequence differently for viewed versus unopened proposals.
Exit conditions
Accepted (client accepted the proposal)
Declined (client declined the proposal)
Expired (validity period elapsed)
Manual Stop (user manually ends the sequence)
Any Response (any client action terminates the sequence)
Analytics and CMA
Win/loss tracking. Market analysis.
Proposal analytics track conversion rates, pipeline value, response times, and engagement metrics. For real estate verticals, Comparative Market Analysis reports generate comp-based pricing with PDF export.
Win/Loss
Conversion rates across proposal types, verticals, and team members. Track acceptance, decline, and expiry ratios.
Pipeline Value
Total pipeline value by status. See revenue in draft, sent, and accepted stages. Compare trend analysis.
Response Time
Average time from sent to first view, and from first view to decision. Identify proposals that stall.
Engagement Metrics
View tracking aggregates: average time on proposal, sections most viewed, return visit rates.
Analytics Dashboard
Last 30 days
68%
Win Rate
$487.2k
Pipeline Value
2.3 days
Avg Response
StatusCountValue
Accepted14$331.8k
Sent / Viewed8$155.4k
Draft3$48.0k
Comparative Market Analysis (real estate)
Comparative Market Analysis for real estate agents and brokers
Available for RE Agent Solo, RE Agent Team, RE Broker Solo, and RE Broker Office segments
Property details: address, beds, baths, sqft, property type
Comparable property data with suggested list price
Four statuses: Draft, Complete, Shared, Archived
Client attribution and agent assignment per report
PDF export for client presentations and listing appointments
Workspaces and Settings
Organize teams. Configure defaults.
Multi-workspace support for agencies and teams. Role-based access, configurable branding, payment integration, and vertical-aware defaults that cascade to every proposal.
Multi-Workspace Organization
Organize into workspaces for agencies, multi-team brokerages, or franchise groups. Each workspace maintains its own template library, pricebook, and content blocks.
Role-Based Access
Four roles: Owner, Admin, Member, Viewer. Default workspace per account. Member and proposal counts tracked per workspace.
Account Settings
Configure branding, default currency, payment gateway, email templates, and proposal defaults. Settings cascade to all proposals unless overridden.
Consultation Forms
Embeddable consultation request form powered by Calisto Forms. Captures client details and project scope to pre-populate new proposals.
Settings and configuration
Proposal branding: logo, colors, and custom domain for public pages
Default currency and validity period per account
Payment gateway configuration for acceptance collection
Email template customization for send, reminder, and acceptance notifications
Vertical-aware defaults: terminology, document types, and pricing structures
Theme configuration for public proposal appearance
Platform Integrations
Six products. One acceptance cascade.
Proposal acceptance triggers a downstream cascade across the platform. Payment collects, signatures launch, deals update, operations activate, and contact timelines record — all from one client action.
Client Accepts
Proposal accepted via public page
Payment Collects
Deposit or full payment via POS
Signing Launches
E-signature via Calisto Sign
Deal Updates
Stage and revenue reflected
Ops Activates
Tasks, schedules, resources
Timeline Records
Contact timeline updated
Platform integrations
Deals
Proposals link to deal records. Won proposals auto-update deal stage and revenue forecasting. Pipeline value reflects proposal acceptance in real time.
Sign
Link e-signature template to any proposal. After client acceptance, signing workflow launches automatically via Calisto Sign. Completion updates proposal status.
POS
Collect deposit or full payment at acceptance through 40+ payment gateways configured in POS. Multi-installment schedules. No separate invoice required.
Ops
Accepted proposals create tasks, schedules, and resource allocations in Ops automatically. Zero manual handoff from sales to operations.
Contacts
Every proposal linked to contact record. Acceptance, decline, view, and payment events appear on contact timeline. Signer autocomplete from contact database.
Spaces
Venue floor plans from Spaces embed directly in proposal Floor Plan sections via Seat Designer. Clients see seating, table configuration, and capacity.
Pricing
Basic included free. Advanced from €5 per proposal.
42 proposal types across 15 verticals, 5 section types, 12 line-item types, Good/Better/Best multi-option pricing, version history, change orders, automation sequences, view tracking, and payment at acceptance via 40+ gateways.
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Proposals
Quoting, proposal builder, e-signature, and pricebook.
$1/mo
Part of Ops Suite
Wallet-debit
Add to Pro Shop