Proposals: Overview

The Proposals & ELs feature lets you set expectations, present your services, highlight their value, and secure timely payments—all in one place. Learn the basics of how proposals work in TaxDome.

Proposals, explained

Proposals are here to assist you in:

• Promoting your brand: Communicate your company’s principles, outline services and provide clear guidance on how your company will collaborate with the client to deliver value.

• Adding terms: Safeguard your firm from lawsuits by including industry-vetted engagement letters that outline the terms of the relationship between your firm and the client.

• Issuing invoices along with a proposal: Send a one-time or recurring invoice(s) and request a deposit from the client upon acceptance.

• Getting paid automatically: Allow your clients to authorize automatic payments (e.g., subscribing to recurring services) so that payments are processed seamlessly.

• Sending a pricelist: Not ready to send an invoice along with a proposal? Include a list of services that can be easily converted into an invoice once the client signs the proposal. 

This is how it works for your clients :

1. Once you’ve sent the proposal, the client receives an email and notification in their portal & mobile app.
2. By clicking the link in the email, they are immediately taken to review the document.
3. If they agree to your terms, they can then proceed to authorize a secure payment and e-sign the proposal.
4. After signing, they receive a confirmation notification.

Before you start

Here are some important things that you should keep in mind before creating the proposal:

1. For automatic payments directly from the proposal, ensure that Stripe is set as your default payment provider . Currently, we only support Stripe for automatic payments.

2. For more cost-effective transactions, enable your clients to pay via bank debit. To do this, activate your preferred payment method in Stripe, then allow bank debits on TaxDome .

3. Before sending a proposal, check the Signatory checkbox in the client’s account settings. You may want to deselect it for the contacts that don’t need to be able to sign the proposal. 

4. That’s it! You are now ready to send your first proposal !

Speed up proposal creation by using templates

Whenever you need to send a proposal, there’s no need to fill it out from scratch and go through all five steps—you have the option to use templates .

We recommend having a general template with essential info about your firm and terms already saved. Packages, invoices and/or services can be added later.

If you have common proposals for different types of clients that you want to send automatically via pipelines , you can create multiple templates with all the necessary information ready to be sent to the client. 

Use packages

Packages in proposals help you:

• Meet clients where they are by offering options that match different budgets and needs
• Increase proposal acceptance rates by giving clients choice and flexibility
• Boost revenue through upselling opportunities and higher-value package selections
• Streamline your sales process with standardized, repeatable service offerings
• Avoid “all-or-nothing” scenarios that can stall negotiations

When creating a proposal with packages :

1. Define your tiers: Create 1-3 service packages with different price points and service levels

2. Customize each package: Add specific services, deliverables, and pricing for each tier

Your clients will see a clean, professional layout showing all available packages. They can:

• Compare features and pricing across all tiers
• Select the package that best fits their needs and budget
• Sign the proposal immediately after making their selection

Client view

When you send a proposal, the client will receive a notification via email, mobile app and client portal . Now, they need to open and sign it.

Where to find the proposal once it’s sent

Once the proposal is created, you can find it on the Billing > Proposals & ELs page from your left menu bar. From here, you can:

• View the status of the proposal (whether it was signed, invoices are paid, etc.).

• Manage which contacts need to sign the proposal.

• Download a proposal as a PDF .

• Create an invoice for services listed in the proposal .

• Make changes to the unsigned proposal, such as changing the number of the planned invoices, services, terms and so on.