Accept Proposal
The closing call-to-action where clients accept, decline, or ask questions.
Overview
The Accept Proposal section is always present in every proposal and cannot be removed. It is the final step for your client, providing clear options to move forward.
Fields
- Closing statement: a short closing message that appears above the action buttons. Paul writes a warm closing using the client and event name.
- Button label: customise the text on the accept button
- Post-acceptance message: the confirmation text clients see after they accept
Client Experience
When the client reaches this section, they see three options:
- Accept: the client enters their name and draws a signature to formally accept the proposal
- Decline: the client can decline, with an optional feedback field so you know why
- "Questions?": opens a feedback form so the client can ask questions, request changes, or leave comments
Acceptance requires a name and a drawn signature. This gives you a clear record of who accepted and when.
Acceptance Certificate
Once a client accepts, a Certificate button appears alongside the PDF button in the editor top bar. Clicking it downloads a single-page branded PDF documenting the acceptance facts:
- Client name as entered at acceptance
- Drawn signature image
- Date and time of acceptance
- Proposal title and revision number
- List of any mandatory small-print documents the client acknowledged
The certificate is sender-only. Recipients don't see this button on the live proposal page. It's an audit artefact for your records, internal teams, or any subcontractor who needs proof the proposal was formally accepted.
The certificate doesn't include the body of the proposal itself. If you want both the certificate and the proposal content in one PDF, download them separately and combine in your PDF viewer.
What the recipient sees in the proposal PDF
The proposal PDF (the PDF (beta)button) renders this section as your closing statement plus a small bordered note explaining how to accept. There's no live button in the PDF (PDFs can't reliably embed clickable links across viewers); the recipient is directed back to the live proposal URL in their original email to accept.
Personalise the closing statement to make the client feel valued. A warm, specific sign-off converts better than a generic one.