Send your first proposal

Start from a proposal template, fill in the client details, check the price, add the people who sign, and send it.

For sendersPlans: Free, Growth, Agency, Scale, Trial

You can send a proposal from a template in a few minutes. This page shows the full path: template, client details, price, recipients, send. Your client signs in the browser. They do not need a Plutosign account.

Plans: Free, Growth, Agency, Scale, TrialRole: Sender

Before you start

Confirm your email address. Your first send asks for a 6-digit code that we email to you.
On the Free plan you can create 5 new documents each month. A document counts when you create it, not when you send it. Before you send, the send dialog tells you if a send will use credits.
For your first proposal, send it to an email address that you control. Then you can test the signing steps yourself on your phone.

Choose a template

In the sidebar, click Templates. Find a proposal, for example Website Launch Proposal. To see the full template first, click its thumbnail.

Click Use template.

Fill in the client details

If the template has variables, the Customize your document dialog opens. Variables are details such as the client name and dates. They fill every matching place in the document.

Type a value for each detail. Your Business Name is filled in from your workspace name. The counter at the top shows how many details you filled in.

Check the Document name. It changes as you type the client details. Your documents list shows this name, and the PDF file uses it.

Click Create document. If some details are still blank, the button reads Create with N blanks. The document opens in the editor.

Check the scope and the price

Read the scope, dates and terms. Replace the sample text with your own. Then go to the pricing table and edit each Item name, Qty and Unit price. To add a row, click Add item.

For an extra that the client can choose, turn on Optional for that row. An optional item is shown but is not in the total unless the client selects it.

To see the document as your client will see it, click Preview. In the preview, click Preview as client: pricing, consent and payment, per recipient to check the prices and choices for each recipient.

For discounts, taxes, quantities the client can change and monthly prices, see Pricing tables and client choices.

Add the people who sign

In the editor sidebar, go to Recipients. If the document names parties, Who signs? asks who signs for each one. Choose a person, or choose I'll sign for your own side.

To add a person, click Add signer. Type their name and email address. Each signer gets a signature block in the document.

Optional: change a recipient's role. Signer fills in fields and signs. Reviewer can suggest edits before anyone signs. Approver approves or declines on the signing page. Viewer and CC get a copy when the document is complete.

To make people sign in a set order, turn on Signing order. For reminders, expiry and other options, see Document settings.

Send the proposal

Click Send for signature. The dialog shows a Pre-send checklist with three rows: Recipients, Fields and Content check. Fix each problem that the checklist shows. Fix in editor takes you to the problem.

Optional: type a message to your client. To check the email, click Preview email.

Click the Send to … button. It names how many recipients get the document. If this is your first send, enter the 6-digit code from your email, then click Verify & send.

What happens next

Each recipient gets an email with a link. With Signing order on, each person gets the email when it is their turn.
The Sent to N recipients dialog shows each signing link. Click Copy to share a link yourself.
In Recipients, each person shows a status: Sent, Viewed, Signed, Reviewed or Declined. Not opened yet means that the person did not open the link.
When all required signatures are complete, open the document and click Download PDF. Check the client's choices, the amounts and the signatures against the proposal you sent.

Limits

Free plan: 5 new documents each month, counted when you create them.
When a send uses credits, it includes up to 10 recipients. The send dialog shows the cost before you send.
You cannot send until the Pre-send checklist shows no blocking problems.

Troubleshooting

Symptom	Cause	Fix
The checklist says Fill N blank details	A variable has no value. The client would see an empty gap.	Fill in the value in the Variables panel.
The checklist says Add a field for a name	A signer has no field to complete.	Click Add signature field for that person, or add a field in their signer card.
The checklist says Add at least one signer	All recipients are viewers, CC or approvers.	Change one role to Signer.
The checklist says One recipient email looks like a typo	The address looks like a common typing error, for example `.con`.	Check the address. This warning does not stop the send.
Confirm your email to send opens	You have not confirmed your email address.	Enter the 6-digit code from your inbox. To get a new code, click Resend code.
The button reads Buy and send or Request credits	This send needs more credits than your workspace has.	Buy credits, or ask a workspace manager to buy them. Your draft is saved.
Email not delivered shows after the send	The document is out for signature, but the email did not go out.	Copy the signing link and share it with the recipient directly.
"This template no longer exists"	Someone deleted the template.	Choose another template.