> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agencyhandy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and Send Proposals to Clients in AgencyHandy

> Build, customize, and send professional proposals in AgencyHandy — covering service pricing, packages, client acceptance, and auto-order creation.

AgencyHandy's Proposal feature gives you a professional, end-to-end workflow for turning inquiries into active projects. You can build detailed proposals with services, packages, add-ons, taxes, and legal terms — then send them to clients or leads directly from the platform. Once a client accepts, AgencyHandy can automatically create an order and invoice, removing the manual back-and-forth that slows deals down.

<Note>
  Only **Super Admins** and **Admins** can create and send proposals. Project Managers (PMs) can view proposals but cannot send them.
</Note>

## Proposal Dashboard

To open the Proposal Dashboard, click **Proposals** in the left sidebar. The dashboard lists all your sent and received proposals and shows:

* **Status** — Draft, Sent, Accepted, or Pending
* **Creation date**, **send date**, and **expiry date**
* **View status** — whether the client has opened the proposal
* Action menu to **edit**, **send**, **share**, or **delete** each proposal

You can search proposals by ID and filter or sort the list to find what you need quickly.

## Creating a Proposal

Click **Create Proposal** to open the proposal builder. It is organized into three sections: **Overview**, **Terms & Conditions**, and **Setup**.

### Overview

The Overview section is where you build the proposal's content and pricing.

#### Proposal & Client Information

Fill in the following fields at the top of the proposal:

* **Proposal Name** and **Proposal ID**
* **Client or Lead** — supports multiple email addresses; mark one as Primary
* **Company Name** and **Address** (country, state, city, zip, additional details)
* **Assignee**, **Send Date**, and **Expiry Date**

#### Content Blocks

Each content block uses an embedded editor so you can tailor the narrative to each client:

* **Introduction** — set the scene and context for the engagement
* **About Us** — highlight your agency's expertise
* **What You Get** — define the scope and deliverables clearly
* **Guarantee** — outline any assurances or commitments

#### Offerings — Services, Packages, Add-ons & Taxes

The Offerings section is where you configure pricing.

<Accordion title="Services">
  Add one or more services to the proposal. For each service, you can:

  * Select a **pricing type**: One-time or Subscription
  * Choose the **service currency** (different services can use different currencies in the same proposal)
</Accordion>

<Accordion title="Packages">
  Within each service, add existing packages or create new ones on the fly. For each package, define:

  * Package name
  * Quantity and pricing per unit
  * Total amount

  You can remove packages at any time before sending.
</Accordion>

<Accordion title="Add-ons">
  Attach optional add-ons to any service. Add-ons appear as extras that clients can see alongside the core service price. You can create new add-ons directly from the proposal builder without leaving the form.
</Accordion>

<Accordion title="Items">
  Add one-time custom items with a defined quantity and unit price. Items are useful for ad-hoc costs like setup fees or one-off deliverables.
</Accordion>

<Accordion title="Tax Rates">
  Apply existing tax rates or create new ones directly from the proposal. Select whether each tax is **Exclusive** (added on top of the price) or **Inclusive** (already included). Taxes are calculated per service.
</Accordion>

### Terms & Conditions

Use the Terms & Conditions section to add proposal-specific legal language. Include cancellation policies, refund terms, usage rights, and any other conditions relevant to the engagement. This section helps ensure both parties understand their obligations before acceptance.

### Setup

The Setup section controls what happens after the proposal is sent.

<CardGroup cols={2}>
  <Card title="Post-acceptance Action" icon="bolt">
    Choose what AgencyHandy does when the proposal is accepted: **Do Nothing**, or **Create Order & Invoice** automatically.
  </Card>

  <Card title="Reminders" icon="bell">
    Configure reminder notifications to nudge clients who haven't responded by the expiry date.
  </Card>

  <Card title="Password Protection" icon="lock">
    Add a password to the public proposal link so only the intended recipient can view it.
  </Card>

  <Card title="Comments" icon="message">
    Allow clients to leave comments on the public proposal view for easier back-and-forth discussion.
  </Card>
</CardGroup>

## Sending a Proposal

At any point during creation, you can save the proposal as a **Draft** or **Preview** it. When it's ready, click **Send** to deliver it to the client or lead.

After sending:

* A public link is generated automatically
* The proposal status updates from **Draft** to **Sent**
* AgencyHandy tracks whether the client has viewed the proposal

From the proposal's action menu you can also re-send, download, share the public link, view comments, or delete the proposal.

## Sending a Proposal with a Specific Package

If you want to send a quick proposal tied directly to a specific service package, use the **Create Proposal** shortcut form:

<Steps>
  <Step title="Open the Proposal section">
    Navigate to **Proposals** in the left sidebar and click **+ Create Proposal**.
  </Step>

  <Step title="Fill out the proposal form">
    Enter the **client's name** and select the **service**. If the service has multiple packages, they will appear automatically — select the appropriate one.

    Optionally, assign a **Manager** to the proposal.
  </Step>

  <Step title="Add order details">
    Write an **Order Brief** (required) describing what the client will receive. Attach any supporting files up to 1 GB.
  </Step>

  <Step title="Set pricing and terms">
    Confirm the **pricing type** (one-time or subscription), set the **duration**, **quantity**, **budget**, and **currency**. Add any **Terms and Conditions** relevant to the proposal.
  </Step>

  <Step title="Create and send">
    Click **Create** to finalize and send the proposal to the client. The proposal will appear in both your Sent list and the client's Received section.
  </Step>
</Steps>

<Note>
  Double-check the auto-filled pricing and duration before clicking Create. Once sent, the client can accept, reject, or download the proposal from their Received section.
</Note>

## Proposal Status Lifecycle

| Status       | Meaning                                                                                                 |
| ------------ | ------------------------------------------------------------------------------------------------------- |
| **Draft**    | The proposal has been created but not yet sent.                                                         |
| **Sent**     | The proposal has been delivered to the client or lead.                                                  |
| **Pending**  | The client has reviewed and sent the proposal back for discussion.                                      |
| **Accepted** | Either party has formally accepted the proposal terms. An order is created automatically if configured. |
| **Rejected** | Either party has rejected the proposal. The sender receives a notification with the reason.             |

## Accepting a Proposal

Either the agency or the client can accept a received proposal. When acceptance happens, AgencyHandy creates an order automatically (if configured in Setup).

<Steps>
  <Step title="Go to Received proposals">
    Click **Proposals** in the sidebar, then select the **Received** tab.
  </Step>

  <Step title="Open the proposal">
    Select the proposal you want to accept from the list and review its details.
  </Step>

  <Step title="Click Accept">
    Click the **Accept** button to formally accept the proposal. The status updates immediately and both parties are notified.
  </Step>
</Steps>

<Note>
  If the agency is the one accepting, Super Admins and Admins receive notifications. If the client accepts, AgencyHandy notifies the agency's Super Admin and Admin users.
</Note>

## Rejecting a Proposal

If the proposed terms, pricing, or scope don't match your requirements, you can reject the proposal and provide a reason.

<Steps>
  <Step title="Go to Received proposals">
    Navigate to **Proposals → Received**.
  </Step>

  <Step title="Select and review the proposal">
    Choose the proposal you want to reject and review its details.
  </Step>

  <Step title="Click Reject">
    Click **Reject** and confirm your decision. The proposal sender receives a notification along with the reason you provided.
  </Step>
</Steps>

<Warning>
  Rejected proposals **cannot be re-sent**. Both parties must create a new proposal to restart negotiations.
</Warning>

## Public Proposal View

When you send a proposal, clients receive a link to a public view where they can:

* Review all services, pricing, packages, and taxes
* Accept or reject the proposal
* Leave comments (if comments are enabled)
* Access the proposal securely with a password (if password protection is enabled)

## Additional Notes

<Accordion title="Multiple emails and leads">
  You can add multiple email addresses to a single proposal and mark one as the Primary contact. Proposals work with both registered clients and unregistered leads.
</Accordion>

<Accordion title="Auto-generated orders and invoices">
  When you configure the Setup section to "Create Order & Invoice" on acceptance, AgencyHandy automatically generates the linked order and invoice the moment a proposal is accepted — no manual steps required.
</Accordion>

<Accordion title="Proposal activity tracking">
  Every proposal includes a full activity trail. You can see when the proposal was created, sent, viewed, accepted, or rejected, all from within AgencyHandy.
</Accordion>