Proposals

Send proposals, don’t lose the decision

Gather line items, the VAT rate and the total in a client-linked proposal; follow the state from draft to approval, rejection and revision in one flow.

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The problem

A sent PDF is not a process on its own

When a proposal is attached to an email, the latest version, the client’s decision and the revision request end up in different places. Tracking falls back on the agency’s memory.

  1. (01)Which proposal is the latest version gets confusing.
  2. (02)Approval and rejection decisions stay in an email thread.
  3. (03)The revision request arrives from a separate channel, out of context.
  4. (04)The client’s response is tracked manually.

The Cowwwork approach

Tie the proposal to the client and the decision

Create the line items, VAT rate and notes; send the proposal with a secure link. The client verifies their email to approve, reject or request changes with a note. When a response comes in you get an email notification; you update the revision on the same proposal and re-send it.

How it works

The proposal’s path from draft to decision

  1. (01)

    Build the scope

    Arrange service line items, quantities, unit prices and the VAT rate in the client’s currency.

  2. (02)

    Send to the client

    Share the proposal with a secure link; the client verifies their email before deciding.

  3. (03)

    Track the decision

    See draft, sent, approved, rejected and changes-requested states in one list.

  4. (04)

    Update the revision

    Edit the changes-requested proposal and re-send it from the same link; no new record or quota is spent.

Key benefits

Proposal tracking stops being a personal reminder

(01)

One version of record

Which proposal was sent and its current state stays clear; a PDF export can be shared.

(02)

Visible client decision

Approval, rejection and revision requests are recorded on the proposal and the client timeline.

(03)

Price-hiding permission

Team members without pricing permission see masked amounts; the figures never reach their browser.

Features that work together

The rest of the client workflow

Agency panel

Client briefs

Contracts

Client portal

Files & feedback

FAQ

After verifying their email, the client can approve, reject or request a revision with a note.

You edit it and re-send it from the same link; no new proposal record is created and it doesn’t count against the monthly quota.

Yes. The agency and the authorized client can access the proposal’s PDF export.

Yes. Staff without pricing permission see amounts masked server-side.

No. This flow is for creating, sharing and tracking the decision on a proposal; it doesn’t offer payment collection.

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Keep the next proposal’s state visible

Build the scope, send it and record the client’s decision on the proposal itself.

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