Proposals
Proposals That Carry the Deal into Contracts and Payment
Quote the work in detail, share it with the customer and follow its progress through acceptance, signature and payment when those steps apply.
Send your first proposalFree account, no card needed.
FROM OPPORTUNITY TO AGREEMENT
Quote the work without losing its context
A proposal should explain what is being sold and what happens next.
Bring the products or services and the terms of the deal into an itemized proposal. Link it to the Prospect it is for, and to the contracts and billing schedule that follow once a client accepts.
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Itemized proposal
Show what the customer is accepting, with its prices and payment structure.
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Customer review
Share the proposal for the customer to view, accept or reject through the portal flow.
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Follow the agreement
See whether a proposal is Sent, Viewed, Accepted, Agreed, First Payment Pending, Active or Completed, and what it is waiting on.
THE CUSTOMER DECISION
Let the customer review the actual terms
Before confirming, the customer sees each line and the total before tax, plus the converted amount when the rate locks at acceptance or they choose the currency. When a billing package offers several settlement currencies, the customer picks one before accepting.
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Currency made clear
When a one-time deal locks the rate at acceptance, the contract and the first invoice reuse the conversion the customer confirmed; later installments, and every invoice otherwise, convert at the rate of their own date.
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Payment choice when needed
An existing client picks card or bank transfer in the client portal when both are allowed; a single allowed method is preselected, and card needs Stripe connected.
A proposal with a real path forward
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Prepare the proposal
Set out the products or services, amounts, terms and any connected contract or payment steps.
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Share it with the customer
Email it from your connected mailbox or share its link; the customer opens the proposal and accepts or rejects it.
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Complete the agreement
For an existing client, acceptance generates the contracts set up in the proposal’s billing package, and your team then sends them for signature.
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Continue to payment
Once an existing client’s payment method is set, the first invoice (a proforma for bank transfer) is raised and any billing schedule starts; later charges need the Billing Schedules pack.
AFTER ACCEPTANCE
Keep signature and payment in the same story
A proposal can wait for a required contract signature or its first payment before it becomes Active, or Completed when there is a single payment. The team sees where it stands instead of treating every acceptance as immediately completed revenue.
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Recover an expired or rejected proposal
Reopen an Expired or Rejected proposal as a draft when no payment has landed and no billing schedule is still running; a terminated contract attached to it reopens too.
Where it fits
Part of these setups
- Agencies and studios Core part Scope, price and payment plan in one link the client accepts online. See the setup
- Course authors Core part The proposal as a link, sent before you hang up, with every installment laid out. See the setup
- Sales teams Core part Proposals with options, tiers and currencies, accepted online from a link. See the setup
- Monthly billing Optional Adds a reviewed proposal before the client pays, for plans you price client by client. See the setup
Works together with
- Sales Pipeline See which opportunities are moving forward, review the conversation before you follow up and keep proposals close to the deal.
- Products Build a reusable catalog of everything you sell, services or goods, with pricing, units, tax settings, and descriptions set once. Every product is ready to drop into a quote or invoice in seconds.
- Invoices Create an invoice, send it to your client, and connect the contract, receipt or bank transaction that belongs with it. For Romanian e-Factura, use the configured ANAF connection.
- Customer Portal A branded, self-service portal, on your own domain if you add one, where clients accept proposals, pay invoices, manage subscriptions and sign contracts themselves. Every action lands on the client's record in Enlivy.
- Data Export Export your invoices, receipts, payslips, contracts, and transactions in the format and folder structure your accountant expects, for any date range. Built in, at no extra cost, on every plan.
- MCP Connect Enlivy to Claude, ChatGPT, Cursor, or any AI assistant through MCP. Ask about your invoices, contracts, and pipeline, and get real work done, safely scoped to exactly what your own account can already do.