Client Proposals

Proposals are quotes sent to you before work begins. You can review, accept, or decline them directly from the portal.

1. Viewing Your Proposals

1. Click Proposals in the left sidebar.
2. The list shows proposal number, subject, total, start date, end date, and status.
3. Click a proposal subject or the View icon to open it.

2. Reviewing a Proposal

1. Open the proposal.
2. Review the line items (services, quantities, rates, and taxes).
3. Check the totals, notes, and terms and conditions.
4. Verify the expiry date — proposals expire if not actioned before that date.

3. Accepting a Proposal

If you agree to the quoted work and pricing:

1. Open the proposal.
2. Click Accept.
3. A signature form appears — fill in your Customer Name and upload a Signature Image.
4. Click Confirm Signature.
5. The proposal status changes to Accepted and your service provider is notified immediately.

4. Declining a Proposal

If you do not wish to proceed:

1. Open the proposal.
2. Click Decline.
3. You may be prompted to provide a reason (optional).
4. Click Confirm.
5. The proposal status changes to Decline and your service provider is notified.

5. Downloading a Proposal as PDF

1. Open the proposal.
2. Click Download PDF.
3. The formatted proposal is saved to your computer.

6. Adding Attachments

If permitted:

1. Open the proposal.
2. In the Attachments section, click Upload File.
3. Upload your file.

7. Proposal Statuses

Tips

• Act on proposals before the expiry date — after that date the proposal is marked Expired and you will need to ask your service provider to resend.
• If you have questions or want to negotiate terms, contact your service provider via Chat before accepting or declining.
• Accepting a proposal does not automatically create an invoice — that is done by your service provider. Expect to receive an invoice shortly after accepting.