Reference
Client Proposal Page Reference
The client proposal page is the private proposal link sent to a buyer.Proposal Header
The header shows:
- Agency or workspace brand
- Prepared-for company
- Proposal title
- Proposal summary
- Date prepared
- Valid-until date
- Investment total
- Draft mark when shown from draft preview
Investment
The investment section lists client-visible line items with:
- Service or line item name
- Description
- Pricing model
- Quantity
- Price
Internal costs, margin, and internal notes are not shown in the client proposal page.
Scope
The scope section shows client-facing proposal sections. Internal notes are filtered out.
Common section types include:
- Summary
- Services
- Timeline
- Payment schedule
- Acceptance criteria
- Revision limits
- Assumptions
- Exclusions
- Change requests
- Terms
Client-Selectable Options
If options are configured, the client can select package options and submit their name and email.
Option selection records the selected options separately from final proposal approval.
Questions
Clients can submit a question or comment with name, email, and message body.
Questions do not approve the proposal.
Approval
The approval section explains that approval confirms acceptance of the scope, investment, and payment schedule described in the proposal.
Approval records the approver name, email address, timestamp, proposal version, and related audit details.
Unavailable Links
Invalid or unavailable proposal links show a not-found response.
Proposal and change order pages are marked noindex and nofollow.