White-label Upgrades

Make Onbrdly truly yours. Remove all Onbrdly branding and present a fully branded experience to your clients, from the proposal URL to the email notifications.

Andreas Philippou About 5 hours ago

Apr 20

Webhooks / API Access

Build on top of Onbrdly. Trigger automated workflows when proposals are sent, viewed, or signed, and connect to any tool in your stack via our open API.

Andreas Philippou About 5 hours ago

Apr 20

CRM Integrations

Sync your proposals with the tools your sales team already uses. Connect to HubSpot, Pipedrive, or other CRMs to auto-update deal stages.

Andreas Philippou About 5 hours ago

Apr 20

Advanced Analytics

Go beyond basic volume. Analyze team-specific performance metrics and client engagement depth to see where your deals are winning.

Andreas Philippou About 5 hours ago

Apr 20

AI Refinement

We're polishing our AI engine to improve the accuracy of text extraction and the quality of the generated proposal blocks for even less manual editing.

Andreas Philippou About 5 hours ago

Apr 20

Polar subscription billing

Monetize your platform with ease. Integrate Polar to manage recurring subscription plans, process payments, and handle customer billing directly within Onbrdly.

Andreas Philippou About 5 hours ago

Mar 23

Activity logs

A full audit trail of every action taken on a proposal. Know exactly when a client opened, viewed, or signed your document.

Andreas Philippou About 5 hours ago

Mar 23

Document Value tracking

Monitor the total monetary volume in your pipeline. Visualize the value of "Outstanding" vs. "Accepted" deals via bar charts.

Andreas Philippou About 5 hours ago

Mar 23

Sent vs Signed charts

High-level visualization of your closing ratio. Identify sales trends and optimize your conversion strategy using real-time pie charts.

Andreas Philippou About 5 hours ago

Mar 23

Admin Dashboard

Your mission control. Track the proposal lifecycle—from Draft to Signed—manage team roles, and monitor your agency's overall pipeline health.

Andreas Philippou About 5 hours ago

Mar 23

Client Dashboard

A dedicated hub where prospects can see their proposal history, track project status, and manage the documents they've uploaded.

Andreas Philippou About 5 hours ago

Mar 23

Onboarding Workflow

nboarding WorkflowAutomate your intake by including "File Request" sections within the proposal. Clients can drag-and-drop necessaAutomate your intake by including "File Request" sections within the proposal. Clients can drag-and-drop necessary onboarding documents the moment they sign.ry onboarding documents the moment they sign.

Andreas Philippou About 5 hours ago

Mar 23

Digital signature capture

Close deals faster with integrated sign-off. Clients can "Accept Proposal" with one click, legally capturing the timestamp and IP address as a digital signature.

Andreas Philippou About 5 hours ago

Mar 23

Secure Client Access

Professionalism meets security. Each proposal you send is hosted on a secure, private URL. This ensures that sensitive project details and pricing are only accessible to the intended recipient, providing a seamless and trustworthy experience for your prospects.

Andreas Philippou About 5 hours ago

Mar 23

AI Prompt Workspace with split-screen UI

Empower your proposal writing with AI that actually knows your business. Our split-screen workspace allows you to input prompts on one side while referencing your uploaded knowledge base on the other. Select specific files (like past case studies or service guides) as context to ensure the AI generates highly relevant, brand-accurate content every time.

Andreas Philippou About 5 hours ago

Mar 23