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
Creating a Proposal
Click Create Proposal to start a new proposal. The proposal builder consists of three main sections:
Overview
Terms & Conditions
Setup
Overview Section
This is where the proposal content and pricing are built.
Proposal & Client Information
You can configure:
Proposal Name
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.
Editable Content Blocks
Each content section uses an embedded editor and can be edited individually:
Introduction
About Us
What You Get
Guarantee
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
Select pricing type:
One-time
Subscription
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
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
Items
Add one-time custom items
Create new items directly from the proposal
Define quantity and unit price
Tax Rates
Apply existing tax rates
Create new tax rates directly from the proposal
Select tax type:
Exclusive
Inclusive
Taxes are calculated per service
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
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
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
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
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