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Getting started · agency proposals

Send one proposal before moving your team.

Evaluate the complete path: your scope and price, the client’s choices, their signature, and the agreement you download. Keep your current tool running while you test.

Start with the proposal templateImport your existing document

No credit card required. See the Free plan allowance and trial details.

  1. 01

    Choose a starting document

    Start with the Website Launch Proposal template, or import an unsigned document you already use. For imports, review the conversion and signer fields before sending. Keep historical signed PDFs and audit trails in your original archive.

  2. 02

    Make the scope and price specific

    Replace the sample client and project details. Check deliverables, dates, terms and totals. Mark additional services as optional when the client should choose whether to include them. Preview the document to see how it will read.

  3. 03

    Check who needs to sign

    Add the intended recipients, assign their fields and review signing order. Complete required variables and any internal approval. Verify your sender email when prompted. Review the recipient addresses before you send.

  4. 04

    Test a complete signing experience

    For your first evaluation, use a test proposal with an address you control. Open the signing link on your phone, review optional services and complete the assigned fields. Recipients sign in their browser without a Plutosign account.

  5. 05

    Keep the completed agreement

    Once all required signatures are complete, download the signed PDF and its signing evidence. Check the client choices, amounts and signatures against the proposal you sent before using the workflow with a real client.

Explore before creating an account

The walkthrough and sample evidence use fictional project data. They let you inspect the workflow without sharing a customer document.

Edit a sample proposalPractice client signingWatch the proposal walkthroughInspect a sample signed agreement and certificate

Use this checklist to decide

  • Your client details, scope and terms display correctly.
  • Optional choices change the total as expected.
  • Your test recipient can finish on a phone.
  • The completed PDF contains the agreed content and signatures.
  • Your template can be reused for the next proposal.

If your workflow starts in HubSpot or Pipedrive, check the supported CRM actions and test them with your connected account.

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