Proposals
A proposal is one link that holds your offer. Your client opens it, picks what they want, and accepts or declines, all in one place.
What's in a proposal
Each proposal bundles together:
- Your pricing, as line items the client can review.
- An optional contract, ready for the client to sign.
- An optional questionnaire, so you can collect the details you need.
- An optional payment step, if you want a deposit or full payment up front.
The client sees a single page with your offer and a live total. They pick any add-ons or alternatives you've allowed, then click Accept or Decline.
Who a proposal is for
Every proposal is attached to one of two things:
- A client: someone already in your client list.
- An inquiry: a lead who reached out but isn't booked yet.
Inquiry proposals can create a booking when the client accepts, which makes them a clean way to turn an enquiry into confirmed work.
What accepting does
When a client accepts, everything you set up happens at once. Depending on your proposal, that can include:
- An invoice is created, if you turned on payment.
- A contract is created and sent for the client to sign, if you attached one.
- A questionnaire is sent, if you attached one.
- A booking is created, for inquiry proposals, based on your rule.
You get a notification the moment it's accepted, and the client moves straight into signing or paying without extra back-and-forth.
Plans
Both the Core and Pro plans include proposals, with no limit on how many you send. Sending an offer in more than one currency is a Pro feature, since Core uses your single default currency. Taking online payments needs Stripe connected.