Proposal Builder (Sales Proposals, Interactive Pricing, E-Sign)

About the Proposal Builder (Sales Proposals, Interactive Pricing, E-Sign)

Build a proposal from blocks — a cover with both logos, the executive summary, the client’s challenge, your approach, scope and deliverables, a timeline, your team, case studies, testimonials, pricing, an ROI calculation, terms and next steps — starting from a template (web design, marketing retainer, consulting, IT services, events, construction or photography) or your own content library. Pricing takes fixed items, optional add-ons the client can tick, quantities the client may change within limits you set, good-better-best packages, a discount, taxes (GST, VAT or sales tax), and one-off and monthly or yearly totals with an advance.

Publish it as a client link: the proposal is encrypted inside the link itself, so nothing is stored on a server. Your client opens it, chooses options and sees the total update, accepts with their name and a typed or drawn signature, and then sees your UPI QR code or payment link for the advance. Their acceptance comes back to you as a reply link with the SHA-256 fingerprint of exactly the proposal they accepted, and an acceptance certificate as PDF. Without a pass you edit the whole proposal and see the client view as marked pages with a working price panel; a Premium pass creates the link and downloads the PDF and the Word file.

Common uses

• Agencies, studios and freelancers sending proposals with options instead of a fixed quote.
• Consultants and IT providers offering good-better-best packages with monthly fees.
• Event, construction and photography businesses taking an advance as soon as the client accepts.
• Teams reusing their best sections from a content library on every proposal.

How the client link works

When you create the link, the proposal is compressed and encrypted (AES-GCM with a new random key) and written into the part of the address after the #. Browsers never send that part to a web server, so the proposal is not stored anywhere: the link is the proposal. Anyone with the link can open it, so share it like a document you e-mail. Change the proposal and you create a new link; the old one keeps showing what it showed.

Your client accepts with their name and a typed or drawn signature. The acceptance records the options they chose, the totals, the time on their device and the SHA-256 fingerprint of the proposal, and travels back to you the same way, as a reply link sealed with the proposal’s key. Because nothing is stored on a server, the page cannot tell you when the client opened the link: you know they accepted when their reply link arrives.

Electronic acceptance and the law

• United States: under the ESIGN Act a contract or signature in interstate or foreign commerce may not be denied legal effect solely because it is in electronic form (15 U.S.C. § 7001); consumer contracts have extra disclosure rules.
• European Union: under the eIDAS Regulation (Article 25), an electronic signature cannot be refused legal effect or as evidence only because it is electronic or not qualified; only a qualified electronic signature has the same effect as a handwritten one across the EU (European Commission eSignature FAQ). The acceptance here is a simple electronic signature.
• India: the Information Technology Act, 2000 deals with contracts formed through electronic records in section 10A; check it and the documents the Act leaves out.

Electronic acceptance rules vary by country, so take legal advice for high-value or regulated contracts.

Pricing rules

• Each line is quantity × unit price; totals are worked out in whole cents (paise) so they never drift.
• A percentage discount applies to every period (one-off, monthly, yearly); an amount discount applies to the one-off total only.
• Taxes apply to the taxed lines after their share of the discount, each rounded to the cent. Choose the rate that applies to what you sell; for India the page offers CGST + SGST (in your State) or IGST, for the UK the 20% standard rate of VAT.
• The advance is the percentage you set of the one-off total, shown to the client after they accept, with your UPI QR code (for rupees) or your own payment link.

Limitations

• There is no server: the page cannot track when the client opens the proposal, and the acceptance reaches you only when the client sends the reply link.
• Very long proposals make long links: logos are left out first, and some chat apps cut links of many thousands of characters, so send long links by e-mail.
• The acceptance is a simple electronic signature (a name, and a drawing if the client makes one); it does not verify who signed. For contracts that need a qualified or witnessed signature, use those instead.
• The PDF draws Latin-script text; the Word file and the client view show other scripts with the device’s fonts.

Privacy

Everything happens in your browser. The proposal is not uploaded: it travels only inside the link you send, encrypted. The client’s choices, name, signature and acceptance stay in their browser and in the reply link they send you. Your draft and content library are kept in this browser until you remove them.