Proposals

A proposal is a richer, branded version of a quote — a designed cover, written sections, your pricing, and an acceptance step the client completes online. Use it when the pitch itself needs to do some selling, not just list line items.

Summary cards and Requires attention

The cards show Total proposals, Total value (of priced proposals), Won (accepted) and Awaiting response (sent, not yet decided), with a bar of where the value sits: Draft, Sent, and Accepted but not invoiced.

Requires attention points out accepted work that's waiting to be invoiced (Review & bill) and proposals worth a follow-up, with Draft follow-up to write the email for you. Nothing is sent until you press Send.

Tabs and statuses

All Proposals, Drafts, Awaiting Response (sent, no reply yet), Viewed (the client has opened it), Accepted, Declined & withdrawn, and Archived. Each row's status says more than a plain Draft/Sent/Accepted:

• Draft — not sent yet.
• Sent (Unread) — delivered, but the client hasn't opened it.
• Viewed Nx — opened, with the number of times, so you can tell a proposal someone's re-reading from one they glanced at once.
• Accepted — the client accepted it.

Engagement & Activity

This column turns "Sent" into something you can act on:

• For a draft, how long ago you last touched it.
• For a sent, unread proposal, how long it's been waiting — flagged as stale once it passes 14 days without a view.
• For a viewed proposal, when it was last opened.
• For an accepted proposal, whether it's been invoiced yet ("Ready for billing").

Next step

The button on each row changes with the proposal:

1. Draft → Edit & Send

   Opens the editor to finish and send it.

2. Sent → Send Reminder

   Re-sends the proposal email without leaving the list.

3. Accepted, not invoiced → Create Invoice

   Makes an invoice from the proposal's priced total.

4. Accepted and invoiced → View Invoice

   Opens the invoice that was made from it.

If a proposal has no client yet, the row shows an Attach Client pill — pick one from Clients without opening the proposal.

Creating a proposal

Click New proposal and choose a starting point:

• Start from blank — build it section by section yourself.
• A design — 21 designed proposals for different kinds of business (Executive Project, Creative Design Partnership, Consulting Engagement, Photography Commission, Construction & Trades, Software & IT and more), each shown as a live mini cover. Each one has real starter copy and is built on one of six page structures: Editorial, Executive, Minimal, Magazine, Bold or Classic.
• From a quote or an opportunity — "Convert to proposal" on a quote, or Create proposal on an opportunity, fills the proposal from it.

Designs pick up your workspace's name and logo (from Settings → Branding), so they're yours from the start. Their starter copy marks what to fill in with brackets — [Client Brand], [date] — and a proposal can't be sent until those are replaced.

The proposal editor

At the top: Back, PDF preview, Theme (the design and its colours), and Send proposal (or Resend). The Client journey strip shows where the deal stands and offers Draft follow-up.

• Edit / HTML preview — switch between editing and seeing the proposal exactly as the client will.
• Proposal header — the title and subtitle on the cover, and an intro.
• Sections — add text, an image or a video, a pricing section, or a ready-made section from your library (Insert from library). Use them for an overview, scope, deliverables, timeline, investment and so on.
• Agreement / contract — turn on Require client acceptance / signature and write the terms the client agrees to when accepting.
• Payment — turn on Require payment when client accepts to take a deposit or full payment at acceptance.

On the right: the Cover image (photo-led designs show it; typographic ones don't), Pricing (linked from a quote, or from the prices in your investment sections), and Governing MSA if the work falls under a master services agreement (see Contracts).

Sending

The Send dialog runs a quick check first. Leftover [placeholder] text blocks the send, and it warns if there's no logo, no pricing, or an empty section (you can Send anyway). The client gets a link to the proposal, where they can read it, accept it (and sign or pay, if you asked for that), or decline it. Its PDF has a full-page cover, edge-to-edge pages in the design's colour, and page numbers.

Closing a proposal out

A proposal's ⋯ menu has what applies to it right now: Delete draft for one that was never sent, Withdraw a sent proposal (the client's link then says so), Mark as declined with a reason, and Archive for declined, withdrawn or expired ones (Restore brings them back). Declining is noted on the deal but never marks it lost. A withdrawn or declined proposal can't be accepted, even from an old link.