Proposals with line items

Multi-section proposals with optional add-ons and signatures.

4 min read Updated 2026-04-24

Proposals are longer-form than estimates: cover page, about, scope, pricing table with optional add-ons, terms, signature. Used for mid-five-figure and above deals.

  • Rich text sections.
  • Pricing tables with optional add-ons the client can toggle.
  • E-signature with audit trail.
  • Payment at signing — triggers OpenPay immediately.
  • View tracking per section.