Case study · what we build

We turned "send a quote" into a signed deal — automatically.

So we built ourselves the AM Engage Portal: a branded proposal and click-to-accept signing system that seals the agreement, files it, emails everyone, and raises the invoice — without anyone re-keying a thing. Here's how it works, and what it would have cost to rent instead.

Built by Advanced Monkey · the same kind of system we build for clients

In short

It starts when a lead lands — captured from your website form or added by hand — straight into your SharePoint. You build a proposal from a template you can customise, and the system links to your finance tool — for us, Xero — to pull your live, real-time products and prices and populate it for you. Your client approves in a click, and an invoice is created and sent automatically — with a Stripe link to pay on the spot. Every detail is saved in the portal and in SharePoint, so there's always a human-in-the-loop trail for auditing and manual review.

01Lead capturedFrom a website form or added manually to SharePoint
02Build & brandPick a template and customise the proposal
03Live from XeroReal-time products & prices populate it
04Client approvesOne secure link, accepted in a click
05Auto-invoiceCreated & sent — pay now via Stripe
06Saved & auditedIn the portal + SharePoint for review

“This was built out of my own frustration — and I'm pretty sure I'm not the only one.”— Peter, Advanced Monkey

The problem it solves

Quotes written by hand, with prices that drift from what's actually in your accounting system.

Proposals build themselves from your live services & prices — always correct.

Chasing signatures on emailed PDFs — slow, clunky, and no real proof of what was agreed.

One secure link → click to accept → a sealed, tamper-proof agreement with a full audit trail.

Re-typing every won deal into your CRM, your ops tracker and your accounting software.

The moment a client accepts, it updates your systems and raises the deposit invoice itself.

How it works
You & your team Build & send a proposal in a few clicks Your client One secure link Views & accepts in a click The engine AM Engage Portal Runs on Cloudflare's global edge branded proposal · click-to-accept · sealed PDF auto-emails · auto-invoice · CRM sync · audit trail create proposal secure link accept ✓ Secure database proposals · acceptances full audit history Document vault sealed agreement PDFs tamper-proof & permanent ⏱ Auto follow-up expiry & reminders 🖶 PDF sealing hashed & signed The moment they accept Email sealed copy to your client + a summary to you Your CRM / ops tracker deal marked won · client & details synced Your accounting — invoice raised & sent automatically, with a Stripe pay-now link …and connects to anything else you run live prices flow from your accounting into every proposal
The system Your data & tools The journey — create → accept → done · · · · everything stays in sync
From quote to cash, end to end
  • Build a proposal in a few clicks — services and prices pulled live from your accounting, so they're never wrong.
  • Send — your client gets one clean, branded link by email. No PDFs, no attachments.
  • Accept — they review and accept in a single click, on any device.
  • Seal — the agreement is locked into a tamper-proof PDF with a full audit trail of exactly what was agreed.
  • Notify — a sealed copy goes to your client and a summary to you, instantly.
  • Settle — the deal is marked won in your systems and the deposit invoice is raised and sent — automatically.
The idea in one line

Your tools keep doing their jobs — the portal is the engine that ties them together and the proof of what was agreed.

Built on serious infrastructure
Cloudflare edge
Runs in 300+ cities worldwide — fast and reliable everywhere your clients are
Enterprise database
Every proposal, acceptance and audit event, stored securely
Tamper-proof vault
Sealed agreement PDFs that can never be quietly altered
Microsoft 365
Branded email straight from your own domain
Accounting + payments
Live link to Xero for pricing & invoicing, with Stripe pay-now links
Yours, end to end
Runs entirely on your own accounts — your data never leaves your control
Custom-built vs renting off-the-shelf

Take a sales team of five. Here's what the same capability costs to rent month after month — versus one AM Engage Portal the whole team shares.

5 seats
One AM Engage Portal — your whole sales team, with no per-user fees
~$300+/mo
What the equivalent SaaS stack rents for at five users — and it keeps climbing
~$3,600+/yr
In software subscriptions avoided — before you've even added a sixth person
As your team growsRent it — SaaS stack / moOwn it — AM Engage Portal / mo
1 person~$80–115Flat — no per-seat fee
5 people~$300–375Flat — no per-seat fee
10 people~$550–700Flat — no per-seat fee
Rent it — a stack of SaaS tools
  • A proposal & e-signature tool — billed per user, every month
  • A separate automation tool to wire it into your CRM & accounting
  • Per-seat and per-document fees — the bill grows as you do
  • Your data lives on their servers, under their rules and price rises
≈ $300–375 / month at five users, and climbing
Own it — the AM Engage Portal
  • One system the whole team shares — tailored to how you work
  • Built on enterprise-grade infrastructure you already trust
  • No per-seat, no per-document fees — add people freely
  • Your data, your accounts, your control — no lock-in
One system you own — that pays for itself

Figures are approximate 2026 list prices for a comparable proposal, e-signature and automation stack. These are ongoing software fees only — a bespoke build is a one-time investment that then runs at a negligible monthly cost.

Want one for your business?

If a slow, manual process is costing you deals or hours every week, there's probably a system that can do it for you. We'll take a look — free, no pitch.

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