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Proposals that set up the project when the client accepts

Send a proposal with your scope and fees. When the client accepts by typing their name, Paradesk creates the client, project, contract, and kickoff tasks, and a first draft invoice if you want one.

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Free for 14 days, with every feature included.

A sent proposal in Paradesk awaiting the client's response, with its recipient, its activity log, and the app's navigation beside it
A sent proposal in Paradesk awaiting the client's response, with its recipient, its activity log, and the app's navigation beside it
1A sent proposal waits for the client's response, with the date its link expires.
2The client and the contact it goes to.
3The activity log records when it was emailed, opened, and accepted or rejected.
  1. 1A sent proposal waits for the client's response, with the date its link expires.
  2. 2The client and the contact it goes to.
  3. 3The activity log records when it was emailed, opened, and accepted or rejected.

Accepted proposals usually get retyped in three other places

The proposal already has the scope, the fees, and the client's details, but they get entered again as a project, a contract, and a first invoice. Paradesk sets those up from the proposal when the client accepts.

Clients accept the proposal from a link in their email

Send the proposal by email with a signed link that's valid for 30 days by default, or download it as a PDF. Your client reads the scope and fees and accepts by typing their full name, and you can preview what they'll see before you send it.

A proposal for Market Hall Adaptive Reuse as the client sees it, with an Accept proposal button
A proposal for Market Hall Adaptive Reuse as the client sees it, with an Accept proposal button
1Clients open the proposal from a link in their email.
2They accept by typing their full name.
  1. 1Clients open the proposal from a link in their email.
  2. 2They accept by typing their full name.

Choose what gets billed when the client accepts

Each line on the proposal becomes a line on the contract. Mark a deposit or any other line for the first invoice, and Paradesk drafts that invoice as soon as the client accepts, ready for your team to review and send.

A proposal's contract and invoicing section in Paradesk: a design fee marked contract only, a deposit marked for the draft invoice, and the initial draft invoice total
A proposal's contract and invoicing section in Paradesk: a design fee marked contract only, a deposit marked for the draft invoice, and the initial draft invoice total

What goes in a proposal

The client and project, scope, services and fees, kickoff tasks, and how the contract and invoicing should be set up, plus up to ten attachments.

A portal for your client's invoices

Give each project a portal and choose what to share: issued invoices, billing contracts, and fee schedules. Clients see what's been billed, what's outstanding, and what's overdue, and can download invoice PDFs.

Sign-in with an emailed code

Client contacts sign in to the portal with a one-time code sent to their email, so there's no password to manage. Portal contacts never use a seat.

Common questions

By typing their full name on the proposal page.

Try Paradesk on a project you're working on now

Set up a project with its contract and phases, invite your team, and give the assistant some of the routine work. Your first 14 days are free, with every feature included.

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