Send proposals

Send proposals and engagement letters to clients. You can send them manually to one client, in bulk to multiple clients, or automatically via pipeline automations.

Ways to send proposals

Note

Proposals can be sent by the firm owner, admins, and team members with the Manage proposals access right .

To send a proposal, you’ll need a proposal template . There are different ways to send proposals:

• Send to one client

• Send to multiple clients at once

• Send automatically via pipeline automations

Send a proposal to one client

To send a proposal to a client:

1. Create a proposal using either of the ways:

   • Click New at the top left and select Proposal, then select the client account.

   • Open the client account, switch to the Proposals & ELs tab and click New proposal & EL. The account is pre-filled automatically.

2. Enter a name for the proposal, then click the Template drop-down to select a template. You can add shortcodes to the name to individualize it.

3. Edit any template step if needed, add more pages, or turn them off. See Proposal template field reference for details on each option.

   

4. Optionally, to make the proposal visible to all team members working on a pipeline, click Add job at the bottom of the General step to link the proposal to a job. Linking to a job is only available when sending to one client.

   

5. Click Send.

Note

You can’t send proposals to contacts linked to an account who don’t have portal access (their Login needs to be turned on).

All users linked to the account with the Signatory checkbox enabled receive a notification by email and a push notification on the mobile app. Depending on the proposal settings , the proposal is considered signed when either at least one or all signatories have signed it.

A signature field is automatically added to the proposal. Once signed, the date is automatically added.

Send proposals to multiple clients

To send the same proposal to multiple clients:

1. Go to Clients > Accounts from the left menu bar.

2. Select the checkboxes next to the target client accounts.

3. Click More actions in the menu bar, then select Send proposal.

All signatories on each selected account receive a notification by email and a push notification on the mobile app.

Save proposal as draft

If you need more time to finalize a proposal before sending it to a client, save it as a draft. This way, you can prepare the proposal without triggering any client notifications and return to it later to continue editing. To do this, click Save draft instead of Send.

Drafts are saved to Billing > Proposals & ELs and to the Proposals & ELs tab of the client’s account with the status Draft.

Tip

To find all draft proposals quickly, use filters : set Status = Draft.

Send proposal from draft

To send the proposal from the draft:

1. Click the draft name.

2. Make any changes.

3. Click Send.

All signatories on the account receive a notification by email and a push notification on the mobile app.

Set up proposal reminders

Reminders are automatic follow-up emails that nudge clients who haven’t signed a proposal yet.

To turn them on, toggle on Reminders when creating or sending the proposal, then set:

• Days until next reminder — how often the reminder repeats (default: 3)
• Number of reminders — how many reminders to send in total (default: 1)

You can update these settings later by editing the pending proposal.

To resend a reminder manually at any time, click the three dots to the right of the proposal in the list and select Resend.

Tip

More on reminders — exact field defaults, stop conditions, and the menu action for each manual resend.

Client view

Each user with the Signatory checkbox enabled receives a notification about a new proposal. Clients can see and open proposals in different ways:

• Client portal or mobile app—under the Waiting for action section or on the Proposals & ELs page.

• Email notification—via the link in the email.

Clients then interact with the proposal (for example, they can authorize a secure payment).

When the client submits the proposal, its status changes from Pending to Partially signed (if multiple signers are required) or Signed, and you receive a notification .

To see the sent proposal from the client’s perspective, access the read-only view .

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