Proposals
Proposals accepted with one click
Templates in your identity, price packages, a public link with tracking and online acceptance. The lead turns to won and the project is born from it.
- Public link in your brand
- Know when it was opened and from where
- Online acceptance, no PDF
Write
Branded templates, reusable line items
Save the company identity once — logo, colours, commercial terms, payment schedule — and every proposal ships with it. Service items in a library; price packages (Essential / Complete) for the client to choose; VAT shown the way you want.
- Several visual templates, custom HTML and CSS
- Item library and service catalogue
- Price packages and three VAT modes
Send
A link, not an attachment
The client opens the proposal in the browser, with the total updating live as they pick an option. You see when it was opened, how many times, from which city — and get a notification the moment it happens.
- Public page in your identity
- Open log with location
- Sending email from templates
Accept
Accepted, and everything else follows
The client accepts online with name, IP and date recorded. The lead turns to won, the team gets notified and you can create the project from the proposal with the items already as tasks.
- Acceptance with legal record (name, IP, date)
- Lead → won automatically
- PDF identical to the HTML when you need to archive
FAQ
Questions about proposals
Is online acceptance legally binding?
Name, IP, date and time and the exact accepted version are recorded. For contracts that require a qualified signature, generate the PDF and use your usual flow.
Can I use my own design?
Yes. There are ready templates and you can add your own HTML and CSS, sanitised so the page never breaks.
Does the client need an account?
No. They open the link and accept. The link expires on the validity date you set.
What if the client asks for changes?
Edit, resend the same link, and the previous version stays in the history.
Does it work for simple invoice-style quotes?
Yes — there is a line-item proposal type (quantity, unit, discount) for quick quotes.
Shall we put your company in one place?
Tell us what you're using today. We'll show you how it looks in Plaanly.