Use Case

Automate Consulting Proposals

Send consulting proposals and engagement letters for e-signature. Close deals faster with automated contract signing.

The problem

Consultants send proposals and engagement letters before every project. Each proposal is customised with different scopes, timelines, and fees. Creating, sending, and chasing signatures is a bottleneck.

The solution

Generate proposals from your project data and send for signing in one call. The client reviews and signs digitally. Both parties get the certified copy — and you can start work immediately.

Example document template

Markdown template
# Consulting Engagement Letter

**Consultant:** {{consultantName}}
**Client:** {{clientName}}

## Engagement Summary
{{projectDescription}}

## Fees
- Rate: {{rate}}/{{billingUnit}}
- Estimated total: {{estimatedTotal}}
- Payment terms: {{paymentTerms}}

## Timeline
- Start: {{startDate}}
- Estimated completion: {{endDate}}

Replace the {{variables}} with your application data and send via API.

Send it with one API call

curl
curl -X POST https://signb.ee/api/send \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "content": "YOUR_RENDERED_MARKDOWN",
    "senderName": "Your Name",
    "senderEmail": "you@company.com",
    "recipientName": "Recipient Name",
    "recipientEmail": "recipient@email.com"
  }'

Why this approach works

  • Close deals the same day — no waiting for signatures
  • Professional, consistent proposals every time
  • Dynamic scoping per engagement
  • Legal protection with signed agreements
  • Free tier covers most solo consultants

Related reading

Try Signbee — free, no credit card.