Write it
- Open Proposals and click Add proposal (the client has to exist; a lead works through Write a proposal).
- Write an introduction, list what's included with the amounts, and add your terms.
- Choose how it's paid: for example 50 % on acceptance and 50 % on delivery, or on set dates.
- Check Valid until (15 days by default) and click Create proposal. It's saved as a draft.
To attach a contract the client signs, see Contracts with e-signature.
Send it
Click Send proposal and choose e-mail, WhatsApp or copy the link. The client opens it on any device, without an account. ⋯ › Preview as client shows exactly what they'll see.
When the client accepts
- The client types their name and accepts, or declines.
- gridOS creates the project and the invoices for the parts due on acceptance; the others are scheduled for their date or milestone. This happens as soon as the owner or an admin has gridOS open.
- If the client told you by other means, use Mark as accepted (only without a contract: with one, the client's signature accepts it).
Handy
- Duplicate copies a proposal as a new draft.
- Extend 15 days gives an expired proposal more time.
- An accepted proposal can't be changed.