Help Center / Proposals and contracts /
Proposal with inline contract and invoice
Proposals can include contract terms and an auto-invoice trigger in a single document, creating a complete approval workflow where the client reviews the proposal, agrees to the terms, signs once, and the invoice generates automatically. The full sequence runs inside one signing flow.
Building a combined proposal
A combined proposal uses the block editor to include both proposal content (project scope, deliverables, visuals) and contract terms (legal clauses, scope of work, payment terms) in a single document. Service tables define the pricing, and a signature block sits at the end. The client reads everything in order and signs at the bottom to accept both the proposal and the contract terms.
The single-signature workflow
When the client signs, several things happen at once. The proposal status changes to "accepted". If a linked contract exists, the contract status changes to "signed". If auto-invoice is enabled, an invoice is created from the service table pricing. If auto-project creation is configured, a project is generated with tasks and milestones. The client can be auto-invited to the workspace at the same time.
The full automation chain
A single client signature can trigger the entire onboarding sequence:
- Proposal accepted: the document is locked as the approved version.
- Contract signed: the linked contract records the agreement.
- Invoice created: billing starts from the proposal's pricing.
- Project generated: tasks and milestones are ready for work.
- Client invited: the client gets access to the workspace portal.
Combining proposal content, contract terms, pricing, and e-signature into one document turns client approval from a multi-step process into a single action that kicks off everything.
