# Proposals

> Build a proposal with scope, price and agreement, send one link, and have the client accept, sign and pay.

A proposal is scope, price and agreement in one link. Your client reads it, accepts, signs and can pay, all on the same page.

**Proposals** is under **Studio**.

## Build a proposal

Choose **New proposal** in **Proposals** and pick the client, or start one from a lead so it already knows who it is for.

1. **Who it's for**: their name and email.
2. **The pitch**: a **Title**, the **Currency** (GBP, USD or EUR), an optional **Open until** date, and an optional **Intro** and **Scope**. Both take light formatting.
3. **Pricing**: choose a style.
   - **Simple — one fixed price**: list your line items.
   - **Packages — the client picks**: offer up to 8 packages and up to 12 add-ons, and choose which one is preselected.
4. **Payment schedule**: optional. Split the total into up to 12 instalments. Each one becomes a real invoice when it falls due.
5. **Gentle reminders**: on unless you switch them off.
6. **The agreement**: optional. Pick a **Contract template**. See [Contracts](https://docs.forge.page/contracts).

Choose **Save draft** at any point. A proposal can be given one of four looks: **Your brand**, **Editorial**, **Minimal** or **Bold**.

### Payment schedules

Each instalment is due **On acceptance**, **On a set date** or a number of **Days after acceptance**.

For package proposals, instalments are percentages, with three starting points: **Full**, **Deposit + balance** (30% on acceptance, 70% thirty days after) and **3 payments**.

If you leave the schedule empty, accepting the proposal does not raise an invoice. You invoice the work yourself.

## Send it

1. Choose **Send proposal**.
2. Confirm with **Send it**.

Your client gets an email with the link. The proposal then locks: it can't be edited after sending. If it has an agreement, the contract text is filled in and frozen at that moment.

A proposal needs at least one priced line item or package before it can be sent.

## What your client does

On the proposal page they can:

- **Accept**, or **Accept and sign** if there is an agreement. To sign, they type their full name. It must match the name they gave exactly.
- **Decline**, with an optional reason.

After accepting they see **Accepted and signed.**, a link to download it as a PDF, and, when the first payment is due on acceptance, a link to view and pay the invoice.

## What acceptance does

- The signature is recorded: their name, email, typed signature, the time, and the IP address and browser it came from.
- They become a client, or are linked to the client you already have with that email. A lead moves to **Won**.
- Instalments due on acceptance become invoices straight away. They are emailed to the client if you have Stripe connected, and left as drafts for you if you have not.
- Later instalments are raised when they fall due.
- You get an email to say it was accepted, and the client gets their signed copy.

## Statuses

**Draft**, **Sent**, **Viewed**, **Accepted**, **Declined** and **Expired**. A proposal becomes **Viewed** the first time the client opens it, and **Expired** once its **Open until** date passes without an answer.

## Reminders and nudges

With **Gentle reminders** on, Forge nudges the recipient once 3 days after you send it and once the day before it expires. Two at most. You can switch them off for a proposal after sending.

In the list, **Nudge** appears on a proposal that has been waiting 5 days, so you can follow up yourself.

## On the Free plan

Free holds up to 3 open proposals at a time, counting those that are **Sent** or **Viewed**. Paid plans are not limited. See [Plans and billing](https://docs.forge.page/plans-and-billing).

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Source: https://docs.forge.page/proposals