Proposals and contracts

A proposal your client chooses, signs and pays.

Write the proposal, send the link, and the rest happens when they accept: the contract signed, the deposit charged and the project ready to start.

Packages

Two versions of the work. The client picks.

Offer packages, like Essential and Complete, and mark one as recommended. The client adds the extras they want and sees the total change as they go.

  • Introduction, items, terms and a valid-until date, on a page with your brand
  • The services you always sell wait in Services and prices, one tap away
  • In another currency, prices convert at the day’s rate
Payment

How and when the client pays, agreed up front.

Split the total into parts: on acceptance, on a date, or at a milestone you name, like delivering the guidelines. Each part becomes an invoice at the right time.

  • With packages, use percentages so the amounts follow the client’s choice
  • Pix, boleto or card for the deposit right on the proposal, with Asaas connected
  • The client taps I’ve paid and attaches the receipt, even without the portal
After the yes

Accepted. The project already exists.

When the client accepts, gridOS creates the project and the invoices right away, even with the app closed. The client sees the next steps: pay the deposit, answer the questionnaire and book the kick-off meeting.

  • The questionnaire goes out the moment they accept, and the project can start from a template
  • You confirm the deposit receipt, or mark it as not received
  • Proposal, contract, deposit and project in one line, so you see what’s missing
Contract

The contract goes with it. And comes back signed.

Attach a contract to the proposal. The client confirms their e-mail with a 6-digit code and signs on their phone, drawn or typed. Once both sides sign, they get the signed PDF by e-mail.

  • Sign once and every contract you send goes out signed by the studio
  • The signed PDF has a certificate page with e-mail, date, time and IP
  • The contract also sits in the client portal, ready to download
Templates and AI

Start from a template. Finish with a hand.

gridOS comes with contract templates in English, Portuguese and Spanish. Variables fill in the client, scope, total, payment terms, timeline and revision rounds. Write with AI drafts or rewrites the introduction.

  • Before you send, gridOS shows what’s still missing in the contract
  • Shorter, more formal, warmer or clearer, in one tap
  • The AI uses only what’s in the proposal and never invents prices or dates

Also part of it.

  • Send by e-mail, WhatsApp or link, and preview it as the client will see it
  • E-mail opened: when and how many times the client opened it
  • Proposals with no answer show up on Home, with a button to remind
  • Write the proposal straight from a lead in the Pipeline
  • Duplicate a proposal, or extend expired ones by 15 days
  • Mark as accepted when the yes came another way
  • The client can print the proposal or save it as a PDF
  • Drafts, sent, accepted, declined and expired, with the total awaiting an answer

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