01
The client shapes the engagement
They tick options, adjust the quantities you allow, and watch the total move with taxes. No parallel spreadsheet, no quote rebuilt by hand.
INTERACTIVE PROPOSALS FOR AGENCIES
Proposals, simplified.
Facet brings the offer, the client’s choices, the agreement and the work that follows into one place, from first draft to delivery.
Rivard Bakery
Brand identity
- Positioning workshopIncluded$1,800
- Logotype and variantsIncluded$4,200
Select an option to try it
- Subtotal
- $7,400
- GST
- $370.00
- QST
- $738.15
- Total
- $8,508.15
Interactive demo
TRY THE OPTIONSThe total follows your choices
WHO IT IS FOR
Built for engagements that get discussed before they get signed.
THIS IS FOR YOU IF
- Every offer is shaped case by case
- The client discusses scope before signing
- The work is delivered over several rounds
- You bill by project, not by hours sold upfront
THIS IS NOT FOR YOU IF
- You sell a product at a listed price
- Your engagements have no scope or deadline to hold
THE PROBLEM
Winning the work is one thing. Holding it together is another.
Between the proposal sent and the project delivered, everything scatters: versions by email, an agreement nobody can find, progress the client never sees.
- 01A frozen PDF, options renegotiated over email.
- A page where the client chooses, with a total that follows.
- 02A “looks good to me” lost in a message thread.
- A dated acceptance, on the exact version that was read.
- 03Tracking in another tool the client never sees.
- The engagement continues where the proposal stopped.
- 04Chasing to find out where a promised file is.
- A submission folder that says what is missing, and since when.
TODAYWITH FACET
HOW IT WORKS
A clear path from first draft to delivery
The client gets a simple experience. Your team keeps the structure, versions and follow-up.
- 01
Structure your offer
Your services, rates and templates are defined once, then reused every time.
- 02
Build the proposal
Start from a template, adjust the scope and make some items optional.
- 03
Share a private page
The client reads, picks their options and asks questions in the same place.
- 04
Capture a clear agreement
Acceptance locks the version and produces a document true to the choices made.
- 05
Open the engagement
The project starts from the accepted proposal, with its tasks, dates and files.
- 06
Carry it through
The client follows progress, submits what you ask for and talks in the same space.
WHAT IT CHANGES
Four situations, and what Facet does with them.
01I change a catalogue price. What about proposals already sent?
They do not move. A document carries its own amounts, tax rates and registration numbers from the moment it is sent. Your catalogue can evolve without rewriting what a client already has in front of them.
02The client accepts, then asks for an addition. Do I redo everything?
No. Acceptance locks the scope, the options and the total of the accepted version. The addition goes through a new version, and the previous one stays intact, with its date and fingerprint.
03I have been waiting three weeks for files from a client.
You open a submission folder: what you are asking for, the details, a due date. While it is open the client submits to it, and the counter says what arrived as well as what is still missing. The permission closes with the folder, with no switch to remember to turn off.
04What exactly does the client see of my project?
Only what you share, item by item. A task, an event, a file or a note is internal by default; sharing it is a deliberate act, never a global setting you turn on once.
THREE LEVELS
Facet, then what you add to it.
Your proposals stand on their own. The day an engagement stretches over weeks, you add tracking. The day you need to talk, you add meetings.
01
Facet
From catalogue to signed agreement.
- Service catalogue and reusable templates
- Options your client selects online
- Total recalculated with GST and QST
- Traceable acceptance, via Facet or DocuSign
02
Facet Projects
What follows the acceptance.
On top:
- A project opened from the accepted proposal
- Tasks, dependencies and a Kanban board
- Calendar, files and submission folders
- Messaging and a client portal to follow along
03
Facet Connect
Talk without leaving the engagement.
On top:
- Video meetings tied to the project
- Screen sharing, microphone and camera choice
- Joined from the client portal
- Nothing for anyone to install
THE PRODUCT
Less friction. More control.
Six functions, from the first quote to the last meeting. Each one shows the level that provides it.
02
The agreement is dated and provable
Acceptance freezes the scope, the total and the document. Declared identity, consent, timestamp and fingerprint stay on file. A change creates a version, it overwrites nothing.
03+ Projects
The project starts already filled in
It is born from the accepted proposal: client, authorised contacts and the reference to the document follow. Nothing to retype between what was sold and what gets delivered.
04+ Projects
You stop chasing people for a file
You open a submission folder: what you are asking for, the details, a due date. The client submits to it, and the counter says what is still missing.
05+ Projects
One thread, two levels of reading
Client exchanges and your team’s notes live in the same place. What is internal stays internal; mentioning someone sends them an email.
06+ Connect
The meeting stays inside the engagement
Video, screen sharing and device selection, joined from the project. No link to dig up, nothing to install, no room without context.
NEXT STEP
Your next proposal can be simpler.
Create your account, name your agency, pick your plan.