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AgencyHandy’s Proposal feature gives you a professional, end-to-end workflow for turning inquiries into active projects. You can build detailed proposals with services, packages, add-ons, taxes, and legal terms — then send them to clients or leads directly from the platform. Once a client accepts, AgencyHandy can automatically create an order and invoice, removing the manual back-and-forth that slows deals down.
Only Super Admins and Admins can create and send proposals. Project Managers (PMs) can view proposals but cannot send them.

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Proposal Dashboard

To open the Proposal Dashboard, click Proposals in the left sidebar. The dashboard lists all your sent and received proposals and shows:
  • Status — Draft, Sent, Accepted, or Pending
  • Creation date, send date, and expiry date
  • View status — whether the client has opened the proposal
  • Action menu to edit, send, share, or delete each proposal
You can search proposals by ID and filter or sort the list to find what you need quickly.

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Creating a Proposal

Click Create Proposal to open the proposal builder. It is organized into three sections: Overview, Terms & Conditions, and Setup.

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Overview

The Overview section is where you build the proposal’s content and pricing.

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Proposal & Client Information

Fill in the following fields at the top of the proposal:
  • Proposal Name and Proposal ID
  • Client or Lead — supports multiple email addresses; mark one as Primary
  • Company Name and Address (country, state, city, zip, additional details)
  • Assignee, Send Date, and Expiry Date

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Content Blocks

Each content block uses an embedded editor so you can tailor the narrative to each client:
  • Introduction — set the scene and context for the engagement
  • About Us — highlight your agency’s expertise
  • What You Get — define the scope and deliverables clearly
  • Guarantee — outline any assurances or commitments

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Offerings — Services, Packages, Add-ons & Taxes

The Offerings section is where you configure pricing.
Add one or more services to the proposal. For each service, you can:
  • Select a pricing type: One-time or Subscription
  • Choose the service currency (different services can use different currencies in the same proposal)
Within each service, add existing packages or create new ones on the fly. For each package, define:
  • Package name
  • Quantity and pricing per unit
  • Total amount
You can remove packages at any time before sending.
Attach optional add-ons to any service. Add-ons appear as extras that clients can see alongside the core service price. You can create new add-ons directly from the proposal builder without leaving the form.
Add one-time custom items with a defined quantity and unit price. Items are useful for ad-hoc costs like setup fees or one-off deliverables.
Apply existing tax rates or create new ones directly from the proposal. Select whether each tax is Exclusive (added on top of the price) or Inclusive (already included). Taxes are calculated per service.

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Terms & Conditions

Use the Terms & Conditions section to add proposal-specific legal language. Include cancellation policies, refund terms, usage rights, and any other conditions relevant to the engagement. This section helps ensure both parties understand their obligations before acceptance.

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Setup

The Setup section controls what happens after the proposal is sent.

Post-acceptance Action

Choose what AgencyHandy does when the proposal is accepted: Do Nothing, or Create Order & Invoice automatically.

Reminders

Configure reminder notifications to nudge clients who haven’t responded by the expiry date.

Password Protection

Add a password to the public proposal link so only the intended recipient can view it.

Comments

Allow clients to leave comments on the public proposal view for easier back-and-forth discussion.

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Sending a Proposal

At any point during creation, you can save the proposal as a Draft or Preview it. When it’s ready, click Send to deliver it to the client or lead. After sending:
  • A public link is generated automatically
  • The proposal status updates from Draft to Sent
  • AgencyHandy tracks whether the client has viewed the proposal
From the proposal’s action menu you can also re-send, download, share the public link, view comments, or delete the proposal.

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Sending a Proposal with a Specific Package

If you want to send a quick proposal tied directly to a specific service package, use the Create Proposal shortcut form:
1

Open the Proposal section

Navigate to Proposals in the left sidebar and click + Create Proposal.
2

Fill out the proposal form

Enter the client’s name and select the service. If the service has multiple packages, they will appear automatically — select the appropriate one.Optionally, assign a Manager to the proposal.
3

Add order details

Write an Order Brief (required) describing what the client will receive. Attach any supporting files up to 1 GB.
4

Set pricing and terms

Confirm the pricing type (one-time or subscription), set the duration, quantity, budget, and currency. Add any Terms and Conditions relevant to the proposal.
5

Create and send

Click Create to finalize and send the proposal to the client. The proposal will appear in both your Sent list and the client’s Received section.
Double-check the auto-filled pricing and duration before clicking Create. Once sent, the client can accept, reject, or download the proposal from their Received section.

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Proposal Status Lifecycle

StatusMeaning
DraftThe proposal has been created but not yet sent.
SentThe proposal has been delivered to the client or lead.
PendingThe client has reviewed and sent the proposal back for discussion.
AcceptedEither party has formally accepted the proposal terms. An order is created automatically if configured.
RejectedEither party has rejected the proposal. The sender receives a notification with the reason.

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Accepting a Proposal

Either the agency or the client can accept a received proposal. When acceptance happens, AgencyHandy creates an order automatically (if configured in Setup).
1

Go to Received proposals

Click Proposals in the sidebar, then select the Received tab.
2

Open the proposal

Select the proposal you want to accept from the list and review its details.
3

Click Accept

Click the Accept button to formally accept the proposal. The status updates immediately and both parties are notified.
If the agency is the one accepting, Super Admins and Admins receive notifications. If the client accepts, AgencyHandy notifies the agency’s Super Admin and Admin users.

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Rejecting a Proposal

If the proposed terms, pricing, or scope don’t match your requirements, you can reject the proposal and provide a reason.
1

Go to Received proposals

Navigate to Proposals → Received.
2

Select and review the proposal

Choose the proposal you want to reject and review its details.
3

Click Reject

Click Reject and confirm your decision. The proposal sender receives a notification along with the reason you provided.
Rejected proposals cannot be re-sent. Both parties must create a new proposal to restart negotiations.

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Public Proposal View

When you send a proposal, clients receive a link to a public view where they can:
  • Review all services, pricing, packages, and taxes
  • Accept or reject the proposal
  • Leave comments (if comments are enabled)
  • Access the proposal securely with a password (if password protection is enabled)

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Additional Notes

You can add multiple email addresses to a single proposal and mark one as the Primary contact. Proposals work with both registered clients and unregistered leads.
When you configure the Setup section to “Create Order & Invoice” on acceptance, AgencyHandy automatically generates the linked order and invoice the moment a proposal is accepted — no manual steps required.
Every proposal includes a full activity trail. You can see when the proposal was created, sent, viewed, accepted, or rejected, all from within AgencyHandy.