Sending a proposal
Build a package, send it as a page, and see when they open it.
What a proposal is here
A proposal is a package of what you will do and what it costs, sent as a page your client opens in their browser. No attachment to lose and no PDF to re-export when a price changes.
Templates and tiers
Build a template once, for example Starter, Growth and Full, then send a copy to a client. You can offer more than one tier on the same proposal and let the client pick, and the price is per location, so a client with three locations sees the maths done.
Once it is sent
A sent proposal is frozen: the words and the prices your client sees stay exactly as they were when it went out, even if you change the template afterwards. You can see how many times they have opened it, which is usually the more useful number than the date you sent it.
Give it an expiry date if the pricing is time-limited. A proposal that stays live forever is one you cannot pull back when your rates change.
When they say yes
Accepting marks the proposal accepted and gives you the record of what they agreed to. Invoicing them is the separate step, on the Invoices tab of the same page.
Keep reading
Ask us directly from the contact link in the footer, or see the whole product in motion first.