Proposals, agreements, and signing
How do I import a proposal and check its layout?
Import an original document only after reviewing what can be converted.
How do I collect required client details in a proposal?
Ask for the details the client must supply directly in the proposal they will review.
How do I assign proposal reviewers, signers, and signing order?
Reviewers approve the offer for sending. Signers complete their assigned fields after receiving it.
Where can I find a signed proposal and its approval history?
Find the accepted copy and its recorded review or signing history.
How do I archive and restore a proposal?
Archive an eligible proposal draft so it stays out of the active list without losing its record.
How do I convert an approved proposal to an invoice?
Review the accepted prices before creating the customer invoice.
How do I send or schedule a proposal and track its status?
Check the complete offer and recipients before choosing immediate or scheduled delivery.
How do I review, comment on, or sign a proposal I received?
Use the personal link sent for your role and read the complete offer before responding.
How do I preview a proposal before sending it?
Read the same saved pages the client will receive before starting delivery.
How do I add signature and initials fields to a proposal?
Put the requested signature or initials beside the terms the signer must review.
How do I add prices, packages, and optional services to a proposal?
Use a pricing table for amounts and keep optional choices clear to the client.
How do I add, move, and style proposal sections?
Use Sections to organize the proposal and the canvas controls to edit its contents.
How do I save proposal sections to the content library and reuse them?
Reuse a section such as your process, company introduction, or approved terms.
How do I create a reusable proposal for services or products?
Keep the structure reusable while reviewing each client’s actual commercial terms.
How do I create a reusable proposal template?
Save reusable scope and design without carrying a previous client’s agreement into the next job.