Pricing and acceptance

Two section kinds exist because two parts of a proposal are not free text: what it costs, and how the client agrees to it.

The price section

A price section holds line items in a structured table rather than as typed-out text. Each line has its description, quantity and price, and the totals are calculated. That is the whole reason it is not a text block: a typed total goes stale the moment someone edits a line above it.

You can give the table a description — the framing sentence above the numbers — and there can be more than one price section in a proposal when you want to separate, say, one-off setup from a monthly fee.

Optional and selectable items

Line items can be offered as choices rather than as fixed scope, so the client picks what they want on the public page and the total updates with their selection. Quantities can be adjustable in the same way. Use this instead of sending three separate proposals for three package sizes.

The accept section

The accept section is what turns a document into an offer: it renders the acceptance controls on the public page, where the recipient can accept — signing by drawing a signature where that is configured — or decline.

Put it last. It is the end of the argument, and it reads as an interruption anywhere else.

Accepting sets the proposal to Accepted and declining to Declined, both visible in your proposal list without anyone having to email you about it.