Proposals

A proposal is a Client Agreement — the priced record you send a client to review and accept. It pulls its line items straight from the project budget, so the numbers always match what you've planned.

Create a proposal

1. From Records, click Create Record.
2. Pick the Project, then choose Proposal under Client Agreements.
3. The builder opens with your company branding and the project details already filled in.

Add line items from the budget

Line items on a proposal can only come from the project budget — that keeps your sent price tied to your plan.

1. In the builder, click Add line items from budget.
2. Pick the budget lines and sections you want to include.
3. They appear in the document with quantities, unit prices, and totals.

Add recipients

1. In the right side panel, find the Recipients section.
2. Type a name or email into Add a client... and pick a match, or click Add new client to create the contact on the spot.
3. Add as many clients as need to receive it — proposals support multiple recipients.
4. Flip the Signature? toggle on any recipient who has to sign.

Send it

1. Click Send in the side panel.
2. If you haven't added a recipient yet, Foreman jumps you to the Recipients box first.
3. The Send window opens, showing who it's going to (with a Signature tag on anyone who must sign). Add an optional Message.
4. Click Send to send. Each client gets an email link to view the proposal in their portal.

How status moves

Once sent, the proposal tracks itself:

1. Sent — the client has been emailed.
2. Viewed — the client has opened it.
3. Accepted — the client accepted (and signed, if you required a signature).
4. Declined — the client declined; you're notified.

If you required signatures from your recipients, the proposal sits at Pending (awaiting signatures) until everyone who needs to sign has signed — see Contracts & eSignatures.

After you send

Sending finalizes the proposal. Reopen it from Records and you'll see the rendered PDF instead of the editor — the line items, dates, and recipients are locked in. The side panel keeps:

1. Recipients — each row shows Sent / Viewed / Signed, with an X to void a request that hasn't been answered yet.
2. Activity — the send, view, and feedback events, plus a link to preview exactly what each client received.
3. Download PDF — grab the finalized document any time.