SEND PROPOSALS TO CLIENTS · UPDATED OCTOBER 2026
Send Proposals to Clients, Signed and Invoiced
To send a proposal, you write the plan and the price, share it with the client and wait for a yes. In Clientish your agency builds it from ready-made sections and eleven designs, sends a private link to a client or a lead, and the client accepts with a typed signature; the client record, invoice and order are created at that moment, from $29 a month.
Everything a Proposal Needs, In One Place
Write it, price it, send it and get it signed, without switching between a document editor, an e-sign tool and your invoicing. One tool means one version of the price, and nothing re-typed after the yes.
From Draft to Signed in Four Steps
No attachments, no printing and no separate e-signature tool. A proposal goes from your first draft to a signed agreement, an invoice and an order in four steps, all inside the same workspace.
SECTIONS
Build It From Sections You Control
A proposal is a stack of sections. Drag them into order, hide the ones a client doesn’t need, and preview exactly what the client will see.
DESIGNS
Eleven Looks, One Click Each
Pick a design that suits the work: Classic, Atelier, Launch, Growth report, Social club, Night shift, Boardroom, Showreel, Quick quote, Care plan or Pitch. A proposal that looks like the work you sell gets read to the end.
CLIENT VIEW
Your Client Reads, Chooses and Signs in One Place
Every proposal gets its own private link. No login is needed: the client opens it, picks a package and accepts with a typed signature. Fewer steps for the client means fewer proposals left half-read.
TEMPLATES
Start From a Template, Not a Blank Page
Pick a ready-made template for a website, landing page, online store, care plan and more, or save your own. Editing a proposal never changes the template behind it.
TRACKING
Know Where Every Proposal Stands
Each proposal keeps its own trail, so you know when to follow up and when to start the work. You see the moment it is opened, and a reminder goes out for you if the client goes quiet.
What Happens When They Accept
Accepting a proposal does the admin for you, in one step, and a double click can’t do it twice. Your team starts on a real order with an invoice already waiting, instead of setting both up by hand.
Monthly price lines are recorded on the proposal. They do not start a subscription on their own.
Proposals FAQ
Straight answers about sending proposals to clients: what to write, what a proposal should include, cost, signatures, tracking and what happens when they accept.
What should I write when sending a proposal to a client?
Keep the message short: thank them for the call, say in one line what the proposal covers and when it is valid until, and ask them to reply with any question before signing. The proposal link carries everything else, so the email itself never needs attachments.
What should an agency proposal include?
A short cover and introduction, the client’s goals, your approach, scope and timeline, the team, pricing with any options or packages, and terms. Every ready-made template already has these sections, so you edit rather than start from a blank page.
How much does it cost to send proposals this way?
Dedicated proposal tools usually charge for every user each month. Clientish starts at $29 a month for the whole workspace, and proposals come with invoicing, orders and the client portal rather than as a separate subscription.
Can I see when a client opens my proposal?
Yes. Each proposal shows when it was sent, opened, accepted, declined or expired, and one reminder goes out by itself after three days without an answer.
Does my client need an account to sign?
No. Each proposal has a private link. The client opens it, reads it and accepts without logging in.
How does the signature work?
The client types their full name, adds an optional title and ticks “I have read and agree”. The typed name is the signature, and the time, IP address and browser are saved with it.
Can I send a proposal to a lead?
Yes. You can send a proposal to an existing client or to a lead. If a lead accepts, they become a client automatically.
What is created when the client accepts?
One invoice for the one-time total, with your deposit percentage as the amount due, and one order linked to that invoice.
Do monthly items start billing automatically?
No. Monthly lines are recorded on the proposal but do not start a subscription on their own.
Who on my team can send proposals?
You as the owner, plus any co-admins you have added. Proposals stay out of the regular team members’ menus, so pricing and deposits are set by the people who run the agency.
Win the work. Skip the paperwork.
Send a proposal today, see when it is opened and let the signature create the client, the invoice and the order for you. Try it with example data first.
- A lead turned into a client
- One invoice with your deposit
- One order ready for your team
- An email to you with who signed
- A PDF in the same design
- A trail of sent, opened and accepted