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Client experience

When your client opens the proposal link, they land on a clean, branded page with your offer laid out and an easy way to say yes.

Your offer, their choices​

At the top, the client sees your business name and logo and your personal message. Below that is Your proposal, broken into clear sections:

  • What's included: your core offer, with the main item highlighted if you set one.
  • Extras to add: your add-ons, shown as checkboxes the client can tick on or off.
  • Alternatives: grouped options where the client picks one from each group.

A live Summary shows the subtotal, tax, and total, and it updates the moment the client changes a selection. They always see exactly what they're getting and what it costs.

Next steps​

If you added anything beyond pricing, a Next steps section guides the client through it:

  • Review contract: they open and sign the contract.
  • The questionnaire, if you attached one.
  • Payment, if you turned it on.

Accept or decline​

When they're ready, the client clicks Accept or Decline. Declining can include an optional reason, which you'll see on your end.

Paying​

If you set up payment, how the client pays depends on the method you chose:

  • Online: the proposal opens the invoice so they can pay by card.
  • Manual, or when you let the client choose, the page shows your payment instructions and lets them upload proof of payment. Accepted files are JPEG, PNG, WebP, or PDF, up to 5 MB.

If you asked for a deposit, the client sees the full total with a note that they can pay the rest later from the invoice.

What happens when they accept​

Accepting locks in the client's selections and sets everything in motion at once:

  • An invoice is created, if you turned on payment.
  • A contract is created and ready for the client to sign, if you attached one.
  • A questionnaire is sent, if you attached one (after the contract is signed, when there's a contract).
  • A booking is created, for inquiry proposals, based on your rule.

You get a Proposal accepted notification, and the client sees confirmation that they're all set.

For more on what happens behind the scenes, see Managing proposals.