Add the Proposals app to pitch new work and get a clear yes or no in the portal, with no separate e-signature tool.

Creating and sending one

1. 1

   Choose New Proposal

   Pick the client, and optionally a project.

2. 2

   Write it

   Give it a title, an optional value and currency, a valid until date, and the proposal content: scope, deliverables, timeline and terms.

3. 3

   Send it

   The client gets a branded email and sees the proposal in their portal's Proposals page. Opening it marks it as viewed.

What clients can do

• Read the proposal in their portal.
• Accept or reject it, typing their full name as their electronic signature. See How e-signatures work.
• Add an optional note for you, such as a question or a requested change.

Statuses and what happens next

• An accepted proposal can start an automation, such as sending a thank-you message or tagging the client.
• It also fires the proposal.accepted or proposal.rejected webhook.