Proposals, agreements, and signing

Import an existing proposal and check the converted layout Import an original document only after reviewing what can be converted.

Collect required client details inside a proposal Ask for the details the client must supply directly in the proposal they will review.

Assign proposal reviewers and signers and set signing order Reviewers approve the offer for sending. Signers complete their assigned fields after receiving it.

Find a signed proposal and its approval history Find the accepted copy and its recorded review or signing history.

Archive a proposal and restore it later Archive an eligible proposal draft so it stays out of the active list without losing its record.

Convert an approved proposal to an invoice Review the accepted prices before creating the customer invoice.

Send or schedule a proposal and track its status Check the complete offer and recipients before choosing immediate or scheduled delivery.

Review, comment on, or sign a proposal as a recipient Use the personal link sent for your role and read the complete offer before responding.

Preview the client's copy before sending a proposal Read the same saved pages the client will receive before starting delivery.

Add signature and initials fields to a proposal Put the requested signature or initials beside the terms the signer must review.

Add prices, packages, and optional services to a proposal Use a pricing table for amounts and keep optional choices clear to the client.

Add, move, and style sections in a proposal Use Sections to organize the proposal and the canvas controls to edit its contents.

Save sections to the content library and reuse them Reuse a section such as your process, company introduction, or approved terms.

Create a reusable proposal for services or products Keep the structure reusable while reviewing each client’s actual commercial terms.

Build a proposal template you can reuse Save reusable scope and design without carrying a previous client’s agreement into the next job.