Help centre / Win work

Proposals

Professional, branded proposals clients can accept and sign online.

Available on Pro and Agency

What it is

Structured proposals with sections, pricing, add-ons, payment stages and e-signature, delivered through a private client link and PDF.

When to use it

  • You know the scope and want the client's commitment.
  • Replacing Word/PDF quotes.

How to do it

  1. Open Proposals → New proposal (or convert an estimate).
  2. Fill the sections: overview, scope, timeline, pricing, terms. Changes autosave.
  3. Optionally use AI refine to tighten wording.
  4. Preview the PDF, then choose Finalise & Send.
  5. Track it on the Draft → Sent → Accepted → Declined board. The client can request amendments, choose add-ons, sign or decline.
  6. Accepted proposals hand over into a project automatically.

Good to know

  • Once sent, a proposal is locked. Edits create a new revision so there is a clean audit trail.
  • Private project costs you record are never shown to clients.

Still stuck? Read troubleshooting, or sign in and open Help & support.