After you send a proposal, the first thing that happens is the client receives an email with a link to your proposal online where they can view and accept the engagement.
Following the optional Message and Brochure step in the proposal, they will be able to see a summary of the proposal details.
Next is the Payment Schedule page, where clients will be able to view the schedule of payments and how each service on the proposal will be billed. Learn the different ways to bill your clients.
After the schedule page is our Secure Payment section. If you have payments enabled, your client will have the option to enter either direct debit or credit card details for you to collect payment. You can also make this a required feature so that they must enter some form of payment details in order to accept the proposal. Learn more about our payments feature.
Lastly, is the Sign section where they can review and agree to your terms and payment terms, sign electronically, and accept your proposal.
Once the client has accepted the proposal, they see a 'Next Steps' page which you can customize in your general settings under Library > Templates. Learn how to customize the proposal acceptance message.
If you are using our New Proposal Editor you can then navigate to the Clients tab to manage your Billing, Payments & Workflow once the proposal is accepted.
If you are using our Classic Proposal Editor you will be able to see the different processes that have been created under the Invoice & Payments and Jobs tab once the proposal is accepted.
If you have Xero Practice Manager connected, your job has been set up with the relevant tasks, and the client details and proposal number have also been pulled across.