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Knowledge HubProposals & engagement letters

Proposals & engagement letters

Price the work, send it for acceptance, and have the job and the billing set up on signature.

Creating

Build a proposal
Services, packages, add-ons, and billing schedule — priced once and presented as a choice.

Sending

Send and track a proposal
The acceptance link, the five states, and what Viewed actually tells you.

After acceptance

What happens when a proposal is accepted
Work created, billing set up, and a prospect turned into a client — in one moment.