Accept a Proposal

When your client accepts a proposal, ClientCasa turns it into real work automatically — invoices, recurring billing, and an engagement project, all wired up from the Quote.

Steps

1. Your client opens the private link they were emailed (the page at /d/[token]).
2. They review the document. If the Quote is configurable, they pick their tiers and add-ons first.
3. They accept:
   • If the proposal includes an Agreement, accepting means signing it. Signing the agreement completes that block and marks the document accepted.
   • If it's a quote-only proposal (no Agreement to sign), they click Accept.
4. On acceptance, ClientCasa converts the Quote's line items into billing instruments:
   • One-time lines billed when accepted become a single draft invoice.
   • One-time lines billed on a date or at a milestone become a payment schedule of installments.
   • Recurring lines become a subscription — active now if billed when accepted, or armed to start later if tied to a milestone.
5. An engagement project is created to anchor the new invoices, schedule, and milestones.
6. The client is promoted from a prospect to an active client.
7. You can also record an acceptance yourself: on a sent, quote-only proposal, use Mark accepted in the composer when the client said yes by email, text, or phone. This runs the same conversion.