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📄 Proposals & Digital Signatures

The Proposals tab lets you create interactive proposal links, track prospect view behavior, and collect digital signatures.

Proposals & Digital Signatures


⚡ Proposal Features

  1. Create Proposal Link — Generate a unique proposal token for any client (e.g. PROP-2026-001).
  2. Real-Time View Telemetry — Receive instant notifications whenever the client opens or reviews the proposal link.
  3. 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.