Creating a Proposal

Creating a Proposal

Proposals are created from scratch or from a template, then built using the drag-and-drop block editor.

Starting a New Proposal

1. Go to Proposals and click New Proposal.
2. Give the proposal a name (internal reference) and select the client if applicable.
3. Choose whether to start from Blank or from one of your Templates.
4. Click Create — the builder opens.

Proposal Settings

Before publishing, configure:

• Title — The heading shown to the client on the proposal
• Expiry Date — When the proposal link stops being accessible
• Brand Kit — Which brand colours and fonts to use
• Signature Required — Whether the client needs to sign
• Cover Page — Toggle the auto-generated cover page on or off

Publishing and Sharing

1. When ready, click Publish in the builder toolbar.
2. Copy the unique client link from the share panel.
3. Send the link by email — clients can view it in any browser without logging in.

Proposal Statuses

• Draft — Being built, not yet shared
• Sent — Published and link shared with client
• Viewed — Client has opened the link
• Signed — Client has completed the digital signature
• Expired — Past the expiry date