LeadStack.ai How To Create Proposals and Estimates and Collect Online Signatures

CloudPano Editorial Team
April 30, 2024
5 min read
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Streamlining Your Business: A Guide to Online Signatures and Invoices

In the fast-paced world of business, efficiency is key. Streamlining your processes can make a significant difference in your success. In this video, Zach Calhoon from Leadstack.ai and Cloudpano demonstrates how to collect signatures and send invoices online, helping you close deals more smoothly and professionally.

The Importance of Online Signatures and Invoices

Before diving into the details, Zach emphasizes the importance of getting paid promptly in business. He likens it to chasing the “green money,” highlighting that professionalism in invoicing can make a substantial difference in how your clients perceive you.

The Proposals and Estimates Feature

Zach introduces the “Proposals and Estimates” feature, a powerful tool for businesses. This feature comprises three tabs: Draft, Waiting for Others, and Finalized. It allows you to keep track of your invoices, and see who has paid, who has signed, and who is yet to sign. This level of organization can greatly enhance your team’s efficiency.

Accessible on the Starter Plan

For those just starting, Zach notes that this payment feature is available on the starter plan for Leadstack. It means that even if you’re a beginner, you can leverage these tools to enhance your business operations.

Creating an Online Proposal

Zach takes viewers through the process of creating an online proposal. He shows how easy it is to add elements like text, images, videos, tables, and product lists. These elements can help you present your proposals in a clear and professional manner. Plus, integration with Stripe makes it simple to add your products to proposals.

Adding a Signature

One of the standout features of online proposals is the ability to add signatures digitally. Zach demonstrates how to include a signature section, where you can also specify terms and conditions. This not only simplifies the process for your clients but also adds a layer of professionalism to your proposals.

Discounts and Price Anchoring

Zach discusses the use of discounts in proposals, which can be a common practice. Offering a discounted price and showing the original price can help anchor the perceived value for your clients. This transparency can build trust and make your proposals more appealing.

Sending and Receiving Online Proposals

After creating an online proposal, Zach shows how to send it to a recipient. Once the recipient receives the proposal, they can easily sign it digitally, eliminating the need for physical signatures and the associated hassles.

Tracking and Finalizing Proposals

The video also covers how to track the progress of your proposals, from the “Waiting for Others” stage to the “Finalized” stage. This level of tracking ensures you stay on top of your sales process and know when deals are closed.


In conclusion, Zach’s demonstration of online signatures and invoices showcases how these tools can significantly enhance your business operations. The ability to create professional proposals, collect digital signatures, and track progress is invaluable for any business looking to streamline its processes and close deals efficiently. If you’re ready to take your business to the next level, consider incorporating these tools into your workflow today. To access all these features, head to leadstack.ai, watch the free webinar, and start your account. Your journey to a more efficient and professional business process begins here.

Follow These Next Steps:

  1. Register for an upcoming webinar: Free Webinar → “How To Start a Wildly Profitable Virtual Tour Business and Get High Ticket Clients To Come To You Without Hard Selling Or Buying a Large Camera System”
  2. Upgrade to CloudPano Pro Plus: Click here
  3. Join the 360º Profit Community: Click here

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