Proposals Overview

A proposal in ClientCasa is a smart file: one branded client page you assemble from ordered blocks, against a live preview of exactly what your client will see. There's no separate document for the scope, the questionnaire, the contract, and the deposit — they're all blocks on the same page, and one acceptance turns the whole thing into real work.

One page, composed from blocks

You build a smart file in the composer at Forms and Agreements in the sidebar (/dashboard/smart-files). Add blocks from the left rail, drag to reorder, and hide any block from the client with the eye icon. The center preview renders the real client view as you go.

The blocks you can add:

• Welcome — a rich intro message that greets the client.
• Questionnaire — embed a real form to gather details from the client.
• Quote — the scope and pricing. Author your line items, and set each line's billing frequency and when it starts billing.
• Timeline — lay out the milestones for the engagement.
• Agreement — your terms, edited in the contract editor with the signature folded in. Signing the Agreement is how the client accepts.
• Deposit — collect an upfront payment.

Order is the natural flow of the page, top to bottom. A proposal preset starts you with a Welcome, a Quote, and an Agreement already in place — but every block is optional, and you can start from Blank or one of your saved templates instead.

How the client sees it

When you send, ClientCasa emails the client a link to a private page at /d/[token] — a single, branded page that renders every visible block in order. The client reads it, fills in any questionnaire, picks options if the Quote is configurable, and accepts.

One acceptance, no re-keying

Accepting a proposal isn't a dead end — it's the start of the work. When the client signs the Agreement (or clicks Accept on a quote-only proposal), ClientCasa reads the Quote and creates the invoices, payment schedule, recurring billing, and engagement project automatically. See From Quote to Cash for exactly what gets created.

How-to guides

• Create a Proposal — build one in the composer and send it.
• From Quote to Cash — how the Quote block turns into billing on acceptance.
• Accept a Proposal — what happens the moment a client accepts.
• From Accepted Proposal to Active Work — how a Quote becomes invoices, subscriptions, and a project.
• Reuse a Proposal — duplicate one or save it as a template.