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How to send a proposal and auto-generate an invoice
A signed proposal can automatically produce an invoice from its pricing table, with line items, amounts, and tax carried over the moment the client signs. This guide walks through the full flow from creating the proposal to sending the invoice.
- Create a proposal. From the Proposals page, start a new proposal in the block editor. Add text blocks for the project scope, image blocks for visuals, and one or more service tables for pricing. Each service table includes line items with descriptions, quantities, rates, and tax.
- Enable auto-invoice. In the proposal settings panel, toggle auto-invoice on, which tells Plutio to generate an invoice automatically when the proposal is accepted. Auto-invoice can also be set as a global default under Settings → Proposals, so every new proposal comes pre-configured.
- Add a signature block. Place a signature block at the end of the proposal. The client signs here to accept the terms and pricing. If a contract is linked, the client's signature can cover both documents at once.
- Send the proposal. Send via email or copy the shareable link. The client opens the proposal in a branded portal where the full document, pricing, and signature block are displayed. If a custom email domain is configured, the email sends from your domain instead of Plutio's.
- Client reviews and signs. The client reads the proposal, reviews the pricing in the service table, and signs digitally by drawing, typing, or uploading a signature. The signature captures a timestamp, IP address, and browser details for a complete legal record.
- Invoice generates automatically. The moment the client signs, Plutio creates an invoice from the service table data. Line items, quantities, rates, and tax all carry over directly. The invoice links to the proposal, the client, and the project automatically.
- Review and send the invoice. The auto-generated invoice appears in the invoice list ready for review. Payment terms, due dates, and line items can be adjusted if needed. Once finalised, the invoice is sent to the client with a payment link for Stripe, PayPal, or Square.
How line items map from proposal to invoice
Each line item in the proposal's service table becomes an invoice line item with the same description, quantity, rate, and tax configuration. If the proposal includes multiple service tables (for pricing options), the client's selected option determines which line items transfer to the invoice. Because the mapping is automatic, the invoice matches the agreed pricing exactly, with no manual re-entry between documents.
