📄 Proposals & Digital Signatures¶
The Proposals tab lets you create interactive proposal links, track prospect view behavior, and collect digital signatures.

⚡ Proposal Features¶
- Create Proposal Link — Generate a unique proposal token for any client (e.g.
PROP-2026-001). - Real-Time View Telemetry — Receive instant notifications whenever the client opens or reviews the proposal link.
- Legal Digital Acceptance — Clients can digitally sign and accept the proposal directly on their mobile device or desktop.
📊 Proposal Status Badges¶
- Pending — Proposal link generated and waiting for client view.
- Viewed — Proposal link opened by prospect (displays view count and last view timestamp).
- Accepted — Digitally signed and accepted by decision-maker.