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← Back to the toolkitPROPOSAL BUILDER · FREE TOOL

Make your next offer stand out.

Build merchant-friendly, branded proposals with clear pricing and explainable savings estimates.

FROM CONVERSATION TO CLEAR OFFER

Build a clear offer. Make it yours.

Start with the merchant and pricing, add what makes your offer useful, then choose the presentation. Your merchant sees only the proposal.

Proposal editor
01 / PEOPLE & CONTACT

Who is this proposal for?

A complete document with room for your offer, implementation plan and additional terms.

02 / PRICING & ASSUMPTIONS

Show how the offer works.

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Without a reviewed statement, we estimate the proposed cost only. No current fees or savings are assumed.

Changing pricing type clears the proposed charges and review confirmations. Enter the full rate or markup for the selected model; your source review and projected activity stay in place.

Review a statement first ↗
03 / WHAT THE MERCHANT GETS

Put the details in plain language.

Only describe features and terms you can actually provide. This optional AI editor suggests wording for your review.

What will matter to this merchant?

Add a feature you can deliver and explain its practical benefit. Empty sections will not appear in the proposal.

Make your benefits easier to read

AI can polish descriptions you provide. Review the suggestion before adding it to your offer. Your pricing, merchant identity and contract terms are not sent by this action.

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04 / PRESENTATION & FINISHING TOUCHES

Choose the look. Set the next step.

A coordinated palette, an optional illustration and a clear introduction. Every pricing figure stays yours.

Proposal color palette

Choose a complete color treatment, or keep your existing accent.

Proposal cover illustration

Premade illustrative artwork. These images do not represent your team, equipment or customers.

MERCHANT PREVIEWDraft · needs details
Your company
PAYMENT PROCESSING PROPOSAL

DRAFT — details or pricing need review

PREPARED FOR YOUR MERCHANT

Payment processing proposal

Your proposed pricing

Not estimatedestimated per month
Monthly volume
Not estimated
Transactions
Not entered
Flat rate
Not entered
Per transaction
Not entered
Monthly service fees
Not estimated
Other monthly fees
Not estimated

Pricing assumptions

Illustrative pricing proposal, not a processing agreement. Estimates use the stated monthly volume, transaction count and entered fees. Actual costs depend on card mix, transaction behavior and final terms. Unentered fees, equipment, taxes and transition costs are excluded. Savings are not guaranteed. No contractual terms are implied.

Your agentYour contact details
FOR YOUR REVIEW ONLY · NOT IN THE PDF

Before you share

Consider adding a short introduction and a clear next step to make this proposal more useful to the merchant. These are optional.

Add company, agent, merchant and contact details, plus valid pricing to enable print/PDF.

  • Enter a positive monthly volume and transaction count.
  • Enter every price input. Use zero only for an intentional zero charge.

Choose “Save as PDF” in your browser’s print dialog. Source statements and editor controls are excluded.

YOUR PRIVATE WORKSPACE

Pick up where you left off.

Anonymous drafts stay in this tab. Accounts can save up to 30 drafts. Logos remain local and must be reattached after reopening.

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