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Proposal Center · Core workflow

Send a Private Proposal for Approval

Create a controlled customer link, review the proposal presentation and collect digital acceptance without sending buyers to A1OSIS marketing pages.

8 minutes5 stepsVisual + written guide

BEFORE YOU START

  • Complete customer email
  • Reviewed scope and pricing
  • Milestones totaling 100%

WHAT THIS IMPROVES

  • Neutral customer presentation
  • Digital acceptance record
  • Plan and pricing in one review
Open Proposal Center demo

WRITTEN WALKTHROUGH

Complete the workflow step by step.

01

Run the final proposal check

Confirm customer, line items, taxes, discounts, plan attachments, scope, timeline and payment milestones.

Why this mattersThe private link should present an approval-ready document rather than an internal draft.
PROPOSAL CENTER
AccountCompany profileCreate proposal from plan
TOOL SHOWNConnected workflowCreate proposal from plan
PropertiesLabelQuantityNotesStatus
Connected workflowThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
02

Create the private proposal

Choose Create Private Proposal. Correct any exact inline validation message shown beneath the action.

Why this mattersThe system blocks only the action with missing required information and tells the user what must be completed.
PROPOSAL CENTER
AccountCompany profileCreate proposal from plan
TOOL SHOWNConnected workflowCreate proposal from plan
PropertiesLabelQuantityNotesStatus
Connected workflowThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
03

Preview the customer experience

Open the generated private link and verify company branding, item images, plan attachments and payment schedule.

Why this mattersContractor customers receive the seller’s branded proposal experience without being redirected to A1OSIS service marketing.
PROPOSAL CENTER
AccountCompany profileSave customer record
TOOL SHOWNCustomer & projectSave customer record
PropertiesLabelQuantityNotesStatus
Customer & projectThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
04

Send the customer email

Use the editable prepared message or write an original email. Confirm customer name, project summary, timeline and signed-in representative signature.

Why this mattersA clear summary explains why the customer should open and approve the proposal.
PROPOSAL CENTER
AccountCompany profileSave customer record
TOOL SHOWNCustomer & projectSave customer record
PropertiesLabelQuantityNotesStatus
Customer & projectThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
05

Monitor acceptance status

Return to Proposal Center or Sales CRM to see sent, viewed, accepted and payment status.

Why this mattersThe next action can be scheduled from the same customer record instead of tracked in a separate inbox.
PROPOSAL CENTER
AccountCompany profileSave proposal
TOOL SHOWNProposal workspaceSave proposal
PropertiesLabelQuantityNotesStatus
Proposal workspaceThe pointer identifies the exact control used in this step; the explanation stays outside the working area.

COMPLETION CHECK

Confirm the result before moving on.

  • Private link opens without member access
  • Customer sees contractor branding
  • Acceptance records the correct customer
  • Status returns to the connected dashboard

NEXT TUTORIAL

Collect Payment and Hand the Project to Sales CRM

Connect an accepted proposal to the chosen payment provider, record the authorization milestone and create the next operational actions.

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