# 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.

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### 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

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### 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

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### Who Can Use This

* Super Admin
* Admin

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### 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="/files/RSqE0RJ4lvOhbB3MGIKz" alt=""><figcaption></figcaption></figure>

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### 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="/files/9bD6CAKl3uYBmx3TixuE" alt=""><figcaption></figcaption></figure>

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### Overview Section

This is where the proposal content and pricing are built.

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#### 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="/files/40UuIHVtHDQpHQjxZsGt" 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="/files/r0aJmUD3jjEDQc4r9ybN" alt=""><figcaption></figcaption></figure>

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

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### Offerings Section

This is the pricing and service configuration area.

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#### Services

* Add one or multiple services\ <br>

  <figure><img src="/files/0TT6c327hdDR8kkOErjH" alt=""><figcaption></figcaption></figure>

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

    <figure><img src="/files/6WIwZ5yzjY094atXYJ8M" alt=""><figcaption></figcaption></figure>

* Choose service currency

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

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#### 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="/files/dh82Iq3L7nJ2dCh2ypWO" 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="/files/Lqnat3AWHz1YzPAJOF0o" alt=""><figcaption></figcaption></figure>

***

#### Tax Rates

* Apply existing tax rates

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

  <figure><img src="/files/A5Vl39D8y8DjAJ7Tml33" alt=""><figcaption></figcaption></figure>

* Select tax type:
  * Exclusive
  * Inclusive

* Taxes are calculated per service\ <br>

  <figure><img src="/files/MCmJ1BXd0UeexJsOCWdX" 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="/files/asZ7NO0rOLnzCHExoL7e" alt=""><figcaption></figcaption></figure>

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### Setup Section

This section controls proposal behavior after sending.

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#### 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="/files/hqQOiLAybMJ9N35vKghb" 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

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### 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="/files/0S6FiznqUl79TQT0ZAuy" alt=""><figcaption></figcaption></figure>

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### 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)

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### 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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