Guides
Send a Proposal
Create a proposal, send it to your contact, and track its status.
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 |
| Client Notes (optional) | Notes visible to the recipient |
| Terms & Conditions (optional) | Payment terms, conditions, or other details |
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.