Proposals: what your client sees

Available on all current plans. The proposal link your client opens works on every plan; the wider client portal — where a client sees all their invoices and books appointments — is on Business and Team.

When your client clicks Review & Accept Proposal, or opens the link you shared, they land on a clean document page. No account, no login, no password to reset. That matters more than it sounds: every step between the quote and the signature is somewhere the decision can stall.

The document

  • Your header logo and business name at the top
  • The proposal number and its Valid until date
  • A "Prepared For" block with the client's name
  • Your intro message, highlighted as a personal note
  • The full line-item table with quantities, prices and total
  • Your Terms & Conditions

Your internal notes are never included. Nothing on this page reveals your margins, your costs, or anything else you wrote for your own side.

The page renders in a crisp light theme regardless of your own app preferences, and works on a phone — which is where a good proportion of proposals are actually read.

Accepting — a typed e-signature

Below the document the client sees Accept or Decline This Proposal:

"Type your full name below as your electronic signature to accept this proposal."

They type their full name and click Accept. Velosiq records three things: the typed name, the date and time, and the IP address they signed from. They get a confirmation — "Proposal Accepted — Signed as {name}" — and on your side the status flips to Accepted with those details on the proposal's timeline.

That combination is what makes a typed signature hold up if it is ever questioned. A name on its own is an assertion; a name with a timestamp and an originating address is a record.

Declining

One click, no reason required. The proposal shows as Declined on your side with the timestamp on the timeline, so you know to follow up or move on rather than sitting in silence wondering.

Deliberately, Velosiq does not ask the client to justify a decline. A required "reason" box mostly produces a polite non-answer and occasionally stops someone declining at all, which leaves you worse off — a clear no is more useful than an unanswered proposal.

Viewing is tracked

The instant the client opens the page, a Sent proposal becomes Viewed. That is the difference between "hasn't looked yet" and "looked and is thinking", and it changes what you should do next — see send and track proposals.

After the decision

Once decided, the page shows a status banner instead of the buttons; accepted proposals display who signed and when. The decision is final on the client's side — anything further happens in conversation with you, and if the scope genuinely changes you send a new proposal rather than reopening the signed one.

The link needs no password, which is what makes it frictionless. Share each client's link only with that client, through a channel you would trust with the quote itself.