For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/guides/commercial-proposals.md.
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      • How do I send a proposal and track acceptance?

      A proposal sent as an attachment disappears: nobody knows whether it was opened, the version gets lost, and following it up turns into a note on paper. The flow below keeps the proposal and the negotiation in the same place.

      Before you start

      1. Build the template before you need it

      Create the template in Proposals, under Proposal Templates. A template that is ready is what lets you answer quickly — and answering quickly is a large part of what closes a deal.

      The visual identity of the workspace's proposals (logo, colours and font) is set once under Brand settings and applies to all of them.

      2. Generate the proposal from the opportunity

      Always start from the opportunity, never from a loose document — on the opportunity card, use Consolidate proposal. That keeps the proposal tied to the contact and to the history of the negotiation.

      3. Send it and record it

      Send it through the channel where the negotiation is happening, and move the opportunity to your proposal-sent stage. That stage is what lets you see how many proposals are open. The proposal itself moves through Sent, Viewed and Accepted as the client interacts with the link.

      4. Follow up

      A stalled proposal does not close on its own. Build a reminder automation off the stage change, or agree a follow-up rhythm with the team.

      5. Record the outcome

      Accepted: advance the opportunity and send the checkout for payment. Declined: mark it as a lost opportunity with the reason.

      The Loss reason is the most valuable piece of data in this flow — it is what tells you whether you lose on price, on timing or on scope.

      If it didn't work

      • The proposal will not open for the client: confirm the link you sent and test it in a private window.
      • The opportunity does not advance on its own: the stage change is manual unless you build an automation.
      • The template does not appear: check that it was saved under Proposals.