Proposals clients accept, sign and pay from one link

Write the proposal once from your catalog and send one link. The client picks any add-ons, signs, pays the deposit and moves straight on to the contract, and you see every step.

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369.dev/p/Kx3m9TQ

Cafe rebrand and website

Oct 20, 2026 · Valid until Nov 19, 2026

FROM

Northstar Studio

studio@northstar.example

PREPARED FOR

Marlowe Coffee Co.

hello@marlowecoffee.example

LINE ITEMS

DescriptionQty RateAmount

Brand strategy workshop1×$900.00$900.00

Logo and visual identity1×$1,200.00$1,200.00

Social templates7×$50.00$350.00

Website copyOptional1×$650.00$650.00

Subtotal (3 items)Subtotal (4 items)$2,450.00$3,100.00

Total$2,450.00$3,100.00

Deposit required to accept

$1,225.00$1,550.00

50% of the $2,450.00 total · paid securely via Stripe50% of the $3,100.00 total · paid securely via Stripe

Due now$1,225.00$1,550.00of $2,450.00of $3,100.00

AskDeclineAccept and pay $1,225.00Accept and pay $1,550.00

Accept this proposal for $1,550.00?

You'll be taken to secure checkout to pay the deposit.

YOUR SIGNATURE

Draw your signature here

Type instead

CancelContinue to payment

01: Clients ask questions on the proposal, and you answer from the app.
02: An accepted proposal becomes the invoice without retyping.
03: Deposits are paid by card through your own Stripe account.

What is proposal software?

Proposal software helps a business set out the scope, price the work, get the client's approval and start billing. In Workspace369 that is a proposal: built from your catalog, sent as one link, and accepted, signed and paid in one sitting, with the client, contract, deposit and invoice kept together.

Product reference

Reviewed October 21, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.

Read the billing workflow documentation

Watch · 2:48

Workspace369 proposals, step by step

Workspace369 proposals: themes and covers, sections, timelines, saved terms, signatures, expiry dates, deposits, follow-ups, templates and change orders.

Read the transcript and chapter guide →

Recorded in a demonstration workspace. Check current plans and settings for availability.

Write it once. Send one link.

A proposal is a document made of blocks. Price the work from your catalog, choose how it looks, send it, and see how the client reads it.

01
Build it from blocks and your catalog
Add text, timeline, terms and image blocks, then line items from your products and services with their prices. Discount, tax and the deposit sit under the items.
02
Offer optional add-ons
Mark any line item optional. The client sees it with a checkbox and can add it before accepting, and the total and deposit update as they do.
03
Make it look like yours
Pick a document theme and an accent color. Cover images and page backgrounds are on Specialist and up.
04
See what the client read
Once it is sent, Insights shows total opens, time spent and the section the client spent longest on, so you know when to follow up.

Brand refresh, phase 2Almost ready to sendPreviewInspectorSend proposal

Proposal document

ProposalBrand refresh, phase 2

Line items

Brand strategy workshop$900.00

Logo system$1,200.00

Social templates × 7$350.00

Website copyOptional$650.00

+ Add line item

Discount, tax & deposit

Add a blockSections

Text
Objectives
Deliverables
Payment Terms
About Us
Past Work
Timeline
Terms

Make optionalDuplicate itemSet group…Remove item

Be the client. Pick the add-ons.

Optional line items let the client shape the offer before they accept. The total and the deposit follow every choice.

Optional line items on every plan
A deposit as a percentage or a fixed amount
Paid by card at acceptance, through your own Stripe account

ServiceAmount

Brand strategy workshop$900.00

Logo system$1,200.00

Social templates × 7$350.00

Subtotal (3 items)$2,450.00Total$2,450.00

Deposit required to accept$1,225.0050% of the $2,450.00 total · paid securely via Stripe

Accept and pay $1,225.00

Sample proposal with a 50% deposit. Tick the add-ons to see what the client pays to accept.

Every step the client takes, in one timeline.

The Activity tab records when the proposal went out, when the client opened it, what they asked and when they paid, newest first.

Sent and viewed: See when the client first opened the proposal.
Questions on the page: The client asks from the proposal and your reply is logged with it.
Accepted and paid: The deposit lands in the timeline the moment it is paid.

Proposals on every plan.

Every plan sends proposals with e-signature, optional add-ons, deposits and engagement tracking. Higher plans add custom covers and backgrounds, revisions and change orders.

Compare plans

Proposal features by plan
Feature	Cadet$29/mo	Voyager$74/mo	Specialist$149/mo	Commander$299/mo	Enterprise$699/mo
ProposalsEvery plan	Cadet: Included	Voyager: Included	Specialist: Included	Commander: Included	Enterprise: Included
Optional & add-on line itemsEvery plan	Cadet: Included	Voyager: Included	Specialist: Included	Commander: Included	Enterprise: Included
Proposal engagement trackingEvery plan	Cadet: Included	Voyager: Included	Specialist: Included	Commander: Included	Enterprise: Included
Deposit on acceptanceEvery plan	Cadet: Included	Voyager: Included	Specialist: Included	Commander: Included	Enterprise: Included
Cover images & page backgroundsSpecialist and up	Cadet: Not included	Voyager: Not included	Specialist: Included	Commander: Included	Enterprise: Included
Proposal revisions & version historySpecialist and up	Cadet: Not included	Voyager: Not included	Specialist: Included	Commander: Included	Enterprise: Included
Change ordersSpecialist and up	Cadet: Not included	Voyager: Not included	Specialist: Included	Commander: Included	Enterprise: Included

Proposals questions

Can I send a simple price-only proposal?

Yes. A proposal can be just line items from your catalog, a total and an accept button. Add text, timeline or image blocks when the work needs more than a price.

Can clients sign and pay a deposit from the proposal?

Yes. The client opens one proposal link, ticks any optional add-ons, accepts with a typed or drawn signature, and pays the deposit by card through Stripe. Deposits on acceptance are on every plan, and the deposit can be a percentage or a fixed amount.

Can a contract go out with the proposal?

Yes. Attach a contract to the proposal and Workspace369 sends it automatically when the client accepts. The proposal page then shows "Continue to sign the contract", so the client can sign it in the same sitting after a short email-code check.

Can I see whether the client read the proposal?

Yes. The Insights tab shows total opens, time spent and the most-read section, and the Activity tab lists when the proposal was sent, viewed, questioned and accepted.

Which plan includes proposals?

Every plan includes proposals with e-signature, catalog line items, optional add-ons, engagement tracking, a deposit on acceptance and converting an accepted proposal to an invoice. Cover images and page backgrounds, proposal revisions and change orders are on higher plans, shown on the pricing page.

Recent updates

All release notes

Bring this workflow into the rest of Workspace369.

Start free and bring this workflow into the rest of your workspace.

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14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

Start free trial Request a demo

14 days free · card required · then $29/mo · cancel anytime

What is proposal software?

Workspace369 proposals, step by step

Build it from blocks and your catalog

Offer optional add-ons

Make it look like yours

See what the client read

Every step the client takes, in one timeline.

Recent updates

Bring this workflow into the rest of Workspace369.