Sales

Proposal Module

Proposals serve as the formal bridge between negotiation and commitment. They allow you to define a scope of work — whether Fixed-Price or Hourly — and present it to a client through a secure, account-less interface validated via encrypted access tokens.

Proposal Lifecycle & Conversion

Step 1Client + ProductRequired before drafting

Step 2Draft proposalAssemble line items & terms

Step 3Client reviewToken-based, no login needed

Step 4Dual signingBoth parties sign digitally

Step 5Invoice generatedCreated automatically on accept

Workflow: draft proposal → token-based client review → dual digital signing → automatic invoice generation.

Core Proposal Architecture

Entity Dependencies

Proposals require both a Client (the recipient) and Products/Services (the scope) to be instantiated. This ensures that every offer is anchored to a valid business relationship and a billable offering.

Dual Digital Signature

Once a client accepts, the system mandates a digital sign-off from both parties. For enhanced security, each signature captures a cryptographic audit trail, including IP addresses and Browser Metadata.

Auto-Invoicing Trigger

The successful execution of a Proposal triggers the automatic creation of a corresponding Invoice. This ensures a seamless transition from contract acceptance to financial settlement.

System Architecture

Clients access proposals via a secure public URL. The system uses a temporary Token-Based Authentication system so clients can sign and approve without needing to register a password-protected account.