# Send a Proposal

The Proposal feature allows agencies to create, customize, and send professional proposals to **clients and leads** directly from Agency Handy. It combines service pricing, add-ons, packages, taxes, and approval workflows into a single, trackable document.

***

### What You Can Do

* Create proposals for clients and leads
* Edit proposal name, ID, company, address, dates, and assignee
* Build proposals using editable content templates
* Add multiple services with different pricing types
* Include packages, add-ons, items, and tax rates
* Create packages, add-ons, items, and tax rates directly from the proposal
* Apply currencies per service
* Save proposals as draft, preview, or send
* Share proposals via public link
* Track proposal status and client engagement
* Allow comments and password-protect proposals
* Automatically create orders and invoices after acceptance

***

### Why It Matters

* Centralizes sales workflows inside one platform
* Reduces manual proposal and invoice creation
* Ensures pricing accuracy with structured offerings
* Improves visibility across sales, finance, and operations
* Speeds up deal closure with clear approval flows

***

### Who Can Use This

* Super Admin
* Admin

***

### Accessing Proposals

Navigate to:

**Left Sidebar → Proposals**

From here you can:

* View all proposals
* Track proposal status (Draft, Sent, Accepted, Pending)
* See creation date, send date, expiry date, and view status
* Edit, send, share, or delete proposals from the action menu

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FHIedzu6qYDSdt0W8KjzB%2FScreenshot_91.png?alt=media&#x26;token=4e81260b-65a4-437c-b8f1-7ea62de3684a" alt=""><figcaption></figcaption></figure>

***

### Creating a Proposal

Click **Create Proposal** to start a new proposal.\
The proposal builder consists of **three main sections**:

1. Overview
2. Terms & Conditions
3. Setup

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FRkr7eymxhK1BHCsMNLA0%2FScreenshot_92.png?alt=media&#x26;token=bcb0addf-19e3-4889-8bbb-429975b77646" alt=""><figcaption></figcaption></figure>

***

### Overview Section

This is where the proposal content and pricing are built.

***

#### Proposal & Client Information

You can configure:

* Proposal Name&#x20;
* Proposal ID
* Client or Lead (multiple emails supported, one marked as Primary)
* Company Name
* Address (Country, State, City, Zip, Additional Details)
* Proposal Status
* Assignee
* Send Date
* Expiry Date

All fields are editable from the proposal header.

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FtSegoZQzowsLHE6I5bip%2FScreenshot_94.png?alt=media&#x26;token=f34289e4-93c4-4ca5-a0fd-26ac7bc040b6" alt=""><figcaption></figcaption></figure>

***

#### Editable Content Blocks

Each content section uses an embedded editor and can be edited individually:

* Introduction
* About Us
* What You Get
* Guarantee\ <br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FxuTjGmFwjYfr3Pq2s7XB%2FScreenshot_107.png?alt=media&#x26;token=34b510fd-9656-47eb-bdef-acbd3d16068f" alt=""><figcaption></figcaption></figure>

These sections help define scope, value, and expectations clearly.

***

### Offerings Section

This is the pricing and service configuration area.

***

#### Services

* Add one or multiple services\ <br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FC6kfl73tJDl4Esz2wHfU%2FScreenshot_98.png?alt=media&#x26;token=8c19a066-cf97-4e4c-8127-b3ca7610d0db" alt=""><figcaption></figcaption></figure>

* Select pricing type:
  * One-time
  * Subscription\ <br>

    <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2F3Mjjat1Wo6t81egeFzII%2FScreenshot_99.png?alt=media&#x26;token=49f86ca6-c45d-446f-8e7e-cd628a7d5344" alt=""><figcaption></figcaption></figure>

* Choose service currency

* Services can have different pricing types and currencies within the same proposal

***

#### Packages

Within each service:

* Add existing packages
* Create new packages directly from the proposal
* Define:
  * Package name
  * Quantity
  * Pricing per unit
  * Amount
* Remove packages if needed<br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2Fe7NVINncsUm9WENQJ2b2%2FScreenshot_100.png?alt=media&#x26;token=bbe29e69-74d1-4ad1-b828-15bade86213f" alt=""><figcaption></figcaption></figure>

***

#### Add-ons

* Attach existing add-ons to services
* Create new add-ons directly from the proposal
* Add-ons appear as optional extras
* Add-ons follow their own pricing and billing rules\ <br>

***

#### Items

* Add one-time custom items
* Create new items directly from the proposal
* Define quantity and unit price\ <br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FiCaFDRQja6Eh6rUyGPFL%2FScreenshot_103.png?alt=media&#x26;token=519b90a2-fe01-4fe4-bd76-88c260907d29" alt=""><figcaption></figcaption></figure>

***

#### Tax Rates

* Apply existing tax rates

* Create new tax rates directly from the proposal\ <br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FsHqkXPPZYzcgGRfe3AlY%2FScreenshot_104.png?alt=media&#x26;token=42ad32e6-1d19-4721-bbd4-1d26994a270d" alt=""><figcaption></figcaption></figure>

* Select tax type:
  * Exclusive
  * Inclusive

* Taxes are calculated per service\ <br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FsF2JQw66tcHJwTjXjLyy%2FScreenshot_105.png?alt=media&#x26;token=f17b72cb-7314-4573-b0a1-e5933ec35b1a" alt=""><figcaption></figcaption></figure>

***

#### Multiple Services

* Add multiple services to the same proposal
* Each service maintains its own pricing, packages, add-ons, and taxes

***

### Terms & Conditions Section

Use this section to:

* Add or edit proposal-specific legal terms
* Define cancellation, refund, and usage policies
* Ensure legal clarity before acceptance\ <br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FTl3YFm2qGGxPGcJztcZm%2FScreenshot_111.png?alt=media&#x26;token=c9dc5f54-97a2-4d2f-bea9-bae1e3bc7943" alt=""><figcaption></figcaption></figure>

***

### Setup Section

This section controls proposal behavior after sending.

***

#### Proposal Configuration

You can configure:

* Proposal Name
* Proposal ID
* What happens when the proposal is accepted:
  * Do Nothing
  * Create Order & Invoice
* Reminder settings
* Password protection for public access
* Allow comments on public view\ <br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FHZEZnW42b2f3l94WbB8C%2FScreenshot_112.png?alt=media&#x26;token=ac942b67-cbc5-4124-8cf7-27475ded8fc6" alt=""><figcaption></figcaption></figure>

***

### Saving, Previewing, and Sending

At any time, you can:

* Save the proposal as Draft
* Reset all changes
* Preview the proposal
* Send the proposal to the client or lead

Once sent:

* A public link is generated
* The proposal status updates automatically
* Engagement (viewed / not viewed) is tracked

***

### After Sending the Proposal

From the proposal view, you can:

* Edit the proposal
* Send again
* Download the proposal
* Share the public link
* View comments (if enabled)
* Delete the proposal\ <br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FcJuFnNMbZoguyApKRzGR%2FScreenshot_115.png?alt=media&#x26;token=ef9bbc82-18ac-4163-8f61-cced0aa2a3ac" alt=""><figcaption></figcaption></figure>

***

### Public Proposal View

Clients and leads can:

* View proposal details
* Review services, pricing, and taxes
* Accept the proposal
* Leave comments (if enabled)
* Access securely using password protection (if enabled)

***

### Additional Notes

* Proposals support both clients and leads
* Multiple emails can be added, with one marked as Primary
* Add-ons, items, and taxes are tied to individual services
* Orders and invoices can be auto-generated after acceptance
* Proposal data remains linked to the client or lead profile
* Proposal activity is fully trackable inside Agency Handy