Send a Proposal
Create a proposal, send it to your contact via email or shared link, and track whether it is accepted or rejected.
Step 1: Open the item
Navigate to the item you want to create a proposal for and open its detail view.
Step 2: Go to the Proposals tab
Click the Proposals tab in the item detail.
Step 3: Create the proposal
Click "Create Proposal" and configure:
| Title | Name of the proposal |
| Currency | Currency used for the proposal |
| Valid Until (optional) | Expiry date for the proposal |
| Template | Select a proposal template. A default template is preselected if one is configured |
| Line items (optional) | Add products or services from your catalog with description, quantity, and price. Each line can carry its own discount and one or more named taxes |
| Discount and taxes | If the template is set up for a document-wide discount or tax, enter it once for the whole proposal. If the template uses per-item discounts or taxes, set them on each line instead |
| Client Notes (optional) | Notes visible to the recipient |
| Terms & Conditions (optional) | Payment terms, conditions, or other details |
The totals panel shows the subtotal, any discounts, each tax broken out by name, and the final total before you save. See Proposals for more on how discounts and taxes are applied.
Step 4: Download and review
Once the proposal is created, you can download the PDF to review exactly what the recipient will see.
Step 5: Send
You have two options:
| Send by email | Slate emails the proposal link to the contact |
| Copy link | Copy the public URL and share it yourself |
Recipient experience
The recipient views the proposal on a public page and can:
- Accept the proposal
- Reject the proposal
Status updates are reflected in the Proposals tab in real time.
Requesting a signature
With e-signatures enabled, select "Send for Signature" on the proposal. The flow:
- A consent page link is generated for the signer
- The consent page shows the company name, sender name, document title, and a data disclosure list (what will be collected: name, email, IP address, browser info, timestamps, geolocation)
- The signer must acknowledge the disclosure before being redirected to the e-signature provider for signing
- Track status with badges: pending, signed, declined, voided
Converting to invoice
You can convert accepted proposals to invoices directly. All line items carry over automatically.