# Get Booked, Signed and Paid From One Link (Proposal + Deposit + Contract) > 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/watch/get-proposal-signed-and-paid-in-one-link/ Last updated: 2026-11-02 [โ† Read the full guide](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/) CLIENT WORK HQ ยท 5:08 WATCH Published Oct 18, 2026 [Read the companion guide](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/) Our #1 pick is Workspace369. THE TAKEAWAY ## Watch it. Put it to work. 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). [Open on YouTube โ†—](https://www.youtube.com/watch?v=CpxSnfhTfjs)[Workspace369 proposals โ†—](https://workspace369.com/features/quoting/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=watch-get-proposal-signed-and-paid-in-one-link) ### Read the video transcript + Your client should be able to open one link, read it, sign it, and pay the deposit. Not a PDF, then an e-sign app, then an invoice, then a chase email. Every handoff between yes and paid asks the client to start again somewhere new. The usual chain: a PDF proposal, a separate signing tool, an invoice, then a reminder email. Each step is a new link and a new login. And every one of them is a chance for the deal to stall. And while it stalls, you're the one chasing, instead of starting the work. When the yes, the signature and the deposit happen together, the work can start right away. And you're not checking three tools to see who has actually paid. Here's the same deal in one sitting, step by step, in Workspace369. The proposal opens as one scrolling page in your brand. Pick a theme, try another, or a third, and it restyles live. Add a deliverables section, list what's included, what isn't, and highlight what matters most. Cover, scope, prices, timeline and terms, all on one page. Laid out like a studio deck, not a spreadsheet. Your logo and colours carry across every page the client sees. Keep it to what the client needs to decide: the outcome, the scope, the price, and the first date. Say what's not included too. It saves an awkward conversation halfway through the project. And put the deposit in writing here, so it's never a surprise at checkout. Extras don't need a second quote. The client opens the proposal, ticks an optional item, and the total updates on the spot. Offer the add-on once, inside the price list, and let the client decide. On a phone it's the same page. Sent, opened, signed with a typed name, then checkout for the deposit. You choose the deposit as a percentage or a fixed amount, and check the figure the client will see. Card details go through Stripe checkout, so you never handle them yourself. 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've already done. A percentage or a fixed first payment both work, as long as it's written down. Whatever you pick, use the same figure in the proposal, the checkout and the contract. If you attached a contract, the accepted page sends them straight on to sign it. They confirm it's them with a six-digit code from their email. They agree to use electronic records and signatures. Then they read the agreement and tap the signature field. They type or draw a signature, adopt it, then sign and finish. The signed copy is emailed to them and ready to download. No printing, no scanning, no separate signing subscription. And if the client goes quiet before accepting? A follow-up workflow starts when the proposal is sent, waits a couple of days, emails, and stops once they accept. 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 every week. Then comes the part most people still do by hand. When a client moves into Onboarding, a workflow sends your welcome email and creates the first task, once it's active. Nothing runs until you switch it on, so check every step first. Selling sessions instead of projects? Use a booking page. The client picks a service from your branded page. Then a day and a time that's actually free. They see the total and what's due now, here one fifty of four fifty. Payment received, and the booking is confirmed. A paid deposit turns a free slot into a commitment. On your side, the service, the time, the booking, all land on your calendar. When the balance is due, the client opens the invoice link, pays, it's paid in full, and your invoice shows it. Share the project, they verify their email, and see progress, files and invoices in one portal. So the same link-first experience carries on after the deposit. Set it up once: your brand theme, a price list with optional items, the deposit rule, and the contract to attach. Then every new client gets the same clean path from yes to paid. Avoid these: a deposit the client didn't expect, extras buried in the scope, and a link you never opened on a phone. And keep the price list short. Three clear options beat ten. Send the link to yourself first, and walk through it like a client would. Links to every setup guide are in the description. JUMP TO A CHAPTER Choose a chapter to start at that moment. [0:00Intro](https://clientworkhq.net/watch/get-proposal-signed-and-paid-in-one-link/?t=0)[0:11Why every handoff costs you](https://clientworkhq.net/watch/get-proposal-signed-and-paid-in-one-link/?t=11)[0:50One branded proposal page](https://clientworkhq.net/watch/get-proposal-signed-and-paid-in-one-link/?t=50)[1:16What to put in the proposal](https://clientworkhq.net/watch/get-proposal-signed-and-paid-in-one-link/?t=76)[1:34Let the client pick the extras](https://clientworkhq.net/watch/get-proposal-signed-and-paid-in-one-link/?t=94)[1:48Accept, sign and pay the deposit](https://clientworkhq.net/watch/get-proposal-signed-and-paid-in-one-link/?t=108)[2:06How big should the deposit be?](https://clientworkhq.net/watch/get-proposal-signed-and-paid-in-one-link/?t=126)[2:28The contract follows the yes](https://clientworkhq.net/watch/get-proposal-signed-and-paid-in-one-link/?t=148)[2:56If they don't open it](https://clientworkhq.net/watch/get-proposal-signed-and-paid-in-one-link/?t=176)[3:16Then onboarding starts](https://clientworkhq.net/watch/get-proposal-signed-and-paid-in-one-link/?t=196)[3:32Selling sessions? Take the deposit at booking](https://clientworkhq.net/watch/get-proposal-signed-and-paid-in-one-link/?t=212)[3:59After the yes: the balance and the portal](https://clientworkhq.net/watch/get-proposal-signed-and-paid-in-one-link/?t=239)[4:17Set it up once](https://clientworkhq.net/watch/get-proposal-signed-and-paid-in-one-link/?t=257)[4:30Mistakes to avoid](https://clientworkhq.net/watch/get-proposal-signed-and-paid-in-one-link/?t=270) MORE WALKTHROUGHS ## Watch next. [All videos](https://clientworkhq.net/videos/) Workflows ### [How to Write a Business Proposal Clients Actually Sign (2026 Step-by-Step)](https://clientworkhq.net/watch/how-to-write-a-business-proposal/) Workflows ### [How to Get Clients to Pay on Time (and What to Do When They Don't)](https://clientworkhq.net/watch/how-to-get-clients-to-pay-on-time/) Workflows ### [Client Onboarding Process for Agencies: 6 Steps in the First 14 Days](https://clientworkhq.net/watch/client-onboarding-process/) Workflows ### [Freelance Contract: What to Include (11-Point Checklist)](https://clientworkhq.net/watch/freelance-contract-what-to-include/) ## More - [Home](https://clientworkhq.net/) - [llms.txt](https://clientworkhq.net/llms.txt) - [ai.txt](https://clientworkhq.net/ai.txt)