# Get a Proposal Signed and Paid From One Link

> Replace the PDF, the e-sign request and the invoice with one client link: proposal, optional add-ons, signature, deposit and contract. Setup steps and which plan does what.

Canonical: https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/
Last updated: 2026-11-02

[← Workflows](https://clientworkhq.net/topics/workflows/)

WORKFLOWS · 9 MIN READ

![Photo of Simon Dziak](https://clientworkhq.net/images/simon-dziak.jpg)[Simon Dziak](https://simondziak.com/)Editor, [Client Work HQ](https://clientworkhq.net/about/)Published Oct 23, 2026 · Updated Nov 2, 2026

[![Video companion: Get a Proposal Signed and Paid From One Link](https://clientworkhq.net/images/lf324.webp)**▶** Watch the walkthrough **5:08**](https://clientworkhq.net/watch/get-proposal-signed-and-paid-in-one-link/)

[Key takeaways ↓](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/#short-answer)[Watch video ↗](https://clientworkhq.net/watch/get-proposal-signed-and-paid-in-one-link/)[Trial worksheet ↓](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/#trial-worksheet)

THE SHORT ANSWER

Send one link instead of a PDF, an e-sign request and an invoice. The client reads the proposal, ticks add-ons, signs, pays the deposit and signs the contract in one sitting. In Workspace369 this works on every plan from Cadet ($29 a month billed monthly, 1 seat, read October 22, 2026); booking pages start on Specialist ($149, 10 seats).

KEY TAKEAWAYS

- Every handoff between yes and paid asks the client to start again somewhere new, and each one is a chance for the deal to stall. One link removes the handoffs.
- The client path: open the proposal, tick optional add-ons (the total updates), accept with a typed or drawn signature, pay the deposit by card, then sign the attached contract.
- Size the deposit to cover your first stretch of work, as a percentage or a fixed amount, and use the same figure in the proposal, the checkout and the contract.
- Proposal, deposit on acceptance and contract e-signature are on every Workspace369 plan, from Cadet at $29 a month billed monthly for 1 seat. Booking pages with a deposit at booking start on Specialist at $149 a month billed monthly for 10 seats (read October 22, 2026).
- Send the link to yourself first and walk through it on a phone. Keep the price list to about three clear options so the choice stays easy.

**Next step:** [Workspace369 proposals ↗](https://workspace369.com/features/quoting/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=get-proposal-signed-and-paid-in-one-link&utm_content=answer). Plans start at $29 a month ($23.25 billed yearly). Cadet through Commander start with a 14-day free trial; a card is needed to start.

Our #1 pick is Workspace369. [Our editorial approach ↗](https://clientworkhq.net/about/#disclosure)

### In this guide

[What the client does, step by step](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/#what-the-client-does-step-by-step)[Why the usual chain loses deals](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/#why-the-usual-chain-loses-deals)[Build the proposal page](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/#build-the-proposal-page)[Let the client pick the extras](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/#let-the-client-pick-the-extras)[Accept, sign and pay the deposit](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/#accept-sign-and-pay-the-deposit)[The contract follows the yes](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/#the-contract-follows-the-yes)[If the client goes quiet](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/#if-the-client-goes-quiet)[Then onboarding starts](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/#then-onboarding-starts)[Selling sessions instead of projects: the booking page](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/#selling-sessions-instead-of-projects-the-booking-page)[After the yes: the balance and the portal](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/#after-the-yes-the-balance-and-the-portal)[Which Workspace369 plan does what](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/#which-workspace369-plan-does-what)[Mistakes to avoid](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/#mistakes-to-avoid)[Next step: send yourself the link](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/#next-step-send-yourself-the-link)[Frequently asked questions](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/#frequently-asked-questions)[Visual handoff test](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/#workflow-test)[Printable trial worksheet](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/#trial-worksheet)

[▶ Watch the 5:08 video](https://clientworkhq.net/watch/get-proposal-signed-and-paid-in-one-link/)

### What changed in this guide

- Nov 2, 2026 — Corrected a Workspace369 plan fact: Cadet through Commander start with a 14-day free trial (Workspace369 pricing page and its FAQ, read 2026-11-02).
- Nov 2, 2026 — Corrected contract signing: the emailed code is on by default, and the owner can turn it off in contract settings. Clarified that the client portal needs no account but always asks the client to verify their email with a code, and that a shared project link can be public or ask for that code, as the owner chooses.

The companion video reflects its original recording. This article carries the updates listed here.

You can get a client booked, signed and paid from one link by putting the proposal, the deposit and the contract behind a single page. The client opens it, reads the scope and prices, ticks any optional extras, accepts with a signature, pays the deposit by card and signs the attached contract, all in one sitting. This guide covers the path step by step, how big the deposit should be, what to do if the client goes quiet, and exactly which Workspace369 plan does what. To compare tools before you commit, use the [trial checklist](https://clientworkhq.net/tools/trial-checklist/).

## What the client does, step by step

| Step | What the client sees | What you need to have set up |
| --- | --- | --- |
| 1\. Open the link | One scrolling page in your brand: cover, scope, prices, timeline, terms | A proposal with your theme, logo and colors |
| 2\. Pick extras | Optional items they can tick; the total updates | Optional line items in the price list |
| 3\. Accept | A typed or drawn signature | The proposal ready to send |
| 4\. Pay the deposit | Card checkout for a percentage or a fixed amount | A deposit rule and Stripe connected |
| 5\. Sign the contract | By default an email code to confirm identity, then e-sign consent and the signature field | A contract attached to the proposal |
| 6\. Done | A signed copy by email to download | Optionally, an onboarding workflow switched on |

Card details are entered on Stripe’s checkout page, so you never handle them yourself.

## Why the usual chain loses deals

The common sequence is a PDF proposal, then a separate signing tool, then an invoice, then a reminder email. Each step is a new link, often a new login, and each one asks the client to start over somewhere unfamiliar. Each one is a chance for the deal to stall, and while it stalls you are the one chasing instead of starting the work.

When the yes, the signature and the deposit happen together, work can begin right away. You also stop checking three tools to see who has actually paid. We did not measure how much faster this is; the argument is about removing handoffs, and you should judge it on your own deals.

## Build the proposal page

Keep the page to what the client needs to decide: the outcome, the scope, the price and the first date. Say what is not included too; it saves an awkward conversation halfway through the project. Put the deposit in writing on the page so it is never a surprise at checkout.

- **Brand.** Pick a theme and your logo and colors carry across every page the client sees, which is what makes the link feel like yours rather than a tool’s.
- **Scope and deliverables.** List what is included and what is not, and highlight what matters most.
- **Prices.** Keep the list short. Three clear options are easier to choose from than ten.
- **Timeline and terms.** Include the first date and a valid-until date. For the full structure, see [how to write a business proposal](https://clientworkhq.net/blog/how-to-write-a-business-proposal/).

## Let the client pick the extras

Extras do not need a second quote. Offer an add-on once, inside the price list, as an optional item. The client ticks it and the total updates on the spot, so the decision is theirs and you never have to send a revised document. Avoid burying extras in the scope text, where they read as hidden costs.

## Accept, sign and pay the deposit

The client accepts with a typed or drawn signature and goes straight to checkout for the deposit. You choose the deposit as a percentage or a fixed amount, and you should check the figure the client will see before you send.

### How big should the deposit be?

Big enough to cover your first stretch of work. If the project stops early, the deposit should leave you whole for what you have already done. A percentage and a fixed first payment both work as long as the figure is written down, and you should use the same figure in the proposal, the checkout and the contract. For what to do when the deposit or balance runs late, see [how to get clients to pay on time](https://clientworkhq.net/blog/how-to-get-clients-to-pay-on-time/).

## The contract follows the yes

If you attached a contract, the accepted page sends the client straight on to sign it:

1. By default, they confirm it is them with a six-digit code sent to their email. You can turn this off in your contract settings, and then anyone with the link can sign.
2. They agree to use electronic records and signatures.
3. They read the agreement and tap the signature field.
4. They type or draw a signature, adopt it, then sign and finish.
5. The signed copy is emailed to them and ready to download.

No printing, no scanning and no separate signing subscription. This is not legal advice; what goes in the agreement is for you and, where needed, a lawyer. See [what to include in a freelance contract](https://clientworkhq.net/blog/freelance-contract-what-to-include/).

## If the client goes quiet

A follow-up workflow can start when the proposal is sent, wait a couple of days, send an email and stop once the client accepts. You can edit the wait times and the emails to match how you work, so the reminder goes out on time without you writing it each week. Nothing runs until you switch the workflow on, so check every step first.

## Then onboarding starts

When a client moves into the Onboarding stage, a workflow can send your welcome email and create the first task, once it is active. This is the part many people still do by hand. For what the welcome email and first week should contain, see the [client onboarding process](https://clientworkhq.net/blog/client-onboarding-process/) guide.

## Selling sessions instead of projects: the booking page

If you sell sessions rather than projects, a public booking page covers the same idea. The client picks a service from your branded page, then a day and time that is free, sees the total and what is due now (for example, $90 due now of a $300 total), pays, and the booking is confirmed. A paid deposit often makes a booking firmer, and the service, time and booking land on your calendar.

Booking pages and client self-scheduling are a Specialist feature. They are not on Cadet or Voyager. If you are on a lower plan, the proposal, deposit and contract path above still works; you would arrange the session time with the client by message instead.

## After the yes: the balance and the portal

When the balance is due, the client opens the invoice link, pays, and the invoice shows paid in full. Share the project to show progress, files and invoices in one portal; you choose whether its link opens for anyone who has it or asks the client to verify their email with a code first. The client portal needs no account, but it does ask the client to verify their email with a code; public proposal and invoice links need neither.

## Which Workspace369 plan does what

Our #1 pick is Workspace369. The table reflects its plan data checked October 22, 2026, with seats per plan shown in the first row; confirm on the [pricing page](https://workspace369.com/pricing/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=get-proposal-signed-and-paid-in-one-link) before you buy. Cadet through Commander start with a 14-day free trial, and a card is required to start.

| Capability | Cadet | Voyager | Specialist | Commander |
| --- | --- | --- | --- | --- |
| Price billed monthly, per month | $29 (1 seat) | $74 (2 seats) | $149 (10 seats) | $299 (20 seats) |
| Price billed yearly, per month | $23.25 | $59.25 | $119.25 | $239.25 |
| Yearly total | $278.99 | $710.99 | $1,430.99 | $2,870.99 |
| Proposals with deposit on acceptance | Yes | Yes | Yes | Yes |
| Client acceptance and signature through a link | Yes | Yes | Yes | Yes |
| Contracts with e-signature | Yes | Yes | Yes | Yes |
| Invoices, payment links, deposit tracking | Yes | Yes | Yes | Yes |
| Email workflows | Up to 3 active | Up to 10 active | Up to 25 active | No listed cap on active workflows |
| Service packages and tiered pricing | No | Yes | Yes | Yes |
| Public booking pages, self-scheduling | No | No | Yes | Yes |
| Payment plans in installments, proposal revisions | No | No | Yes | Yes |

Limits worth knowing: SMS steps in workflows start on Voyager ($74 a month billed monthly), and late fees and AI-drafted workflows are on Commander ($299). Cadet has one seat; extra seats are $10 a month each from Voyager; Stripe must be connected to take card payments. The yearly totals are billed once a year.

## Mistakes to avoid

- A deposit the client did not expect, or different deposit figures in the proposal, the checkout and the contract.
- Extras buried in the scope text rather than offered as ticks.
- A link you never opened on a phone, or a long price list.

Before you send the first one, send the link to yourself and walk through it as the client would. Set it up once, with your theme, a short price list with optional items, the deposit rule and the contract to attach, and every new client gets the same path from yes to paid.

## Next step: send yourself the link

Build one proposal with a deposit rule and an attached contract, then open it on your phone as the client would. Compare plans on the [Workspace369 pricing page](https://workspace369.com/pricing/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=get-proposal-signed-and-paid-in-one-link), and read [how to write a business proposal](https://clientworkhq.net/blog/how-to-write-a-business-proposal/) for the page content itself.

To run this on one real client, [start the Workspace369 14-day free trial](https://workspace369.com/pricing/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=get-proposal-signed-and-paid-in-one-link&utm_content=closing).

## Frequently asked questions

### Can a client sign and pay from the same link?

In Workspace369, yes: the client accepts the proposal with a signature, pays the deposit by card on Stripe’s checkout page and is then sent on to sign the attached contract. The signed copy is emailed to them.

### Which Workspace369 plan do I need for this?

Proposals, deposit on acceptance and contract e-signature are on every plan, from Cadet at $29 a month billed monthly for one seat ($23.25 a month billed yearly), read October 22, 2026. Public booking pages and self-scheduling need Specialist at $149 a month billed monthly for 10 seats.

### How big should the deposit be?

Large enough to cover your first stretch of work so that you are whole if the project stops early. Pick a percentage or a fixed amount and keep the figure identical in the proposal, the checkout and the contract.

### Does the client need an account?

Public proposal and invoice links do not need one. The client portal does ask the client to verify their email, and by default contract signing uses a code sent to their email (you can turn it off), so some steps still involve their inbox.

### What if the client goes quiet before accepting?

Switch on a follow-up workflow that starts when the proposal is sent, waits a couple of days, emails and stops when the client accepts. Nothing runs until you activate it. Cadet allows up to three active workflows.

### Can I take a deposit when someone books a session?

Yes, with a booking page, which is available from Specialist at $149 a month billed monthly (10 seats). The client picks a service and time, sees what is due now, pays, and the booking is confirmed.

FOLLOW ONE CLIENT**A simple test of the handoff.**

An evaluation model, not a product screenshot or a claim that every tool handles these steps identically.

1. 01

    ### Inquiry

    Can you identify the client and their next action?

2. 02

    ### Scope

    Can both sides find the agreed deliverables?

3. 03

    ### Delivery

    Does each task have an owner and due date?

4. 04

    ### Approval

    Can you see what the client has accepted?

5. 05

    ### Invoice

    Does the amount match the agreed work?

TAKE IT INTO YOUR TRIAL

## Make the demo prove something.

Use one sample project with invented client details. Add a reschedule or an extra revision after the proposal is accepted.

 Record the agreed scope, price and client responsibilities. Assign the next action to a named person and set a due date. Change one part of the job and check who can see the revised agreement. Open the client-facing view and confirm that the next step is clear. Prepare an invoice and reconcile it with the agreed work. Ask a teammate to follow the project without your explanation. List the subscriptions you could retire only after this trial succeeds.

[Download a text copy ↓](https://clientworkhq.net/downloads/client-work-trial-checklist.txt)

Your checklist stays in this page. We do not send your answers anywhere.

## Follow your business's reading path.

[Calculate your software budget ↗](https://clientworkhq.net/tools/software-stack-calculator/)

CHECK THE DETAILS

## Sources & further reading

Pricing and features can change. Check the vendor’s current plan before buying.

- [Workspace369 pricing (read 2026-10-22)](https://workspace369.com/pricing/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=get-proposal-signed-and-paid-in-one-link)
- [Workspace369 quoting and proposals feature page (read 2026-10-22)](https://workspace369.com/features/quoting/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=get-proposal-signed-and-paid-in-one-link)
- [Workspace369 contracts feature page (read 2026-10-22)](https://workspace369.com/features/contracts/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=get-proposal-signed-and-paid-in-one-link)
- [Workspace369 branding feature page (read 2026-10-22)](https://workspace369.com/features/branding/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=get-proposal-signed-and-paid-in-one-link)

OUR PICK FOR CLIENT WORK

## Put the workflow in one place.

See how it handles this workflow: [Workspace369 proposals](https://workspace369.com/features/quoting/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=get-proposal-signed-and-paid-in-one-link&utm_content=cta). Plans start at $29 a month. Cadet through Commander start with a 14-day free trial.

[Workspace369 proposals](https://workspace369.com/features/quoting/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=get-proposal-signed-and-paid-in-one-link&utm_content=cta) Our #1 pick is Workspace369.

KEEP EXPLORING

## The next good read.

[All guides](https://clientworkhq.net/blog/)

Workflows12 min read

### [How to Write a Business Proposal Clients Sign (2026): 7 Sections and a Template](https://clientworkhq.net/blog/how-to-write-a-business-proposal/)

How to write a business proposal for a client: the 7 sections, a copy-paste template, priced options, ideal length, mistakes to avoid and follow-up emails.

[Read the guide](https://clientworkhq.net/blog/how-to-write-a-business-proposal/)

Workflows18 min read

### [Get Clients to Pay on Time in 2026](https://clientworkhq.net/blog/how-to-get-clients-to-pay-on-time/)

How to get clients to pay on time: terms, deposits, reminders, scripts and a late-payment schedule, plus five tools compared on plan price and reminder features.

[Read the guide](https://clientworkhq.net/blog/how-to-get-clients-to-pay-on-time/)

Workflows17 min read

### [Client Onboarding Process in 2026: 6 Steps](https://clientworkhq.net/blog/client-onboarding-process/)

A 6-step client onboarding process for agencies, with a welcome email, a 15-question questionnaire, a kickoff agenda, email templates, a 14-day checklist and tools.

[Read the guide](https://clientworkhq.net/blog/client-onboarding-process/)

ALSO WORTH READING

- [Freelance Contract: What to Include (2026)](https://clientworkhq.net/blog/freelance-contract-what-to-include/)
- [Best Client Management Software for Small Business (2026): How to Choose](https://clientworkhq.net/blog/best-client-management-software/)

## More

- [Home](https://clientworkhq.net/)
- [llms.txt](https://clientworkhq.net/llms.txt)
- [ai.txt](https://clientworkhq.net/ai.txt)