Proposals Overview#

Proposals let you pitch a client with branded scope and pricing, share a link, capture their acceptance, and then turn the deal into an agreement or invoice—without leaving Hanko.

1234

1. 1Click New proposal
2. 2Click a row to open
3. 3Proposal total
4. 4Proposal status

The proposals list#

Every proposal you create appears here, newest first. Each row shows:

• Number — A unique identifier (e.g. PROP-001).
• Client — The contact the proposal is for.
• Title — What the proposal covers.
• Total — The proposal amount in its currency.
• Status — Where the proposal is in its lifecycle (Draft, Sent, Viewed, Accepted, Rejected).

Click any row to open the proposal detail page.

Status lifecycle#

A proposal moves through these states:

• Draft — Created but not yet sent.
• Sent — Shared with the client by link.
• Viewed — Opened by the client.
• Accepted / Rejected — The client made a decision.

How proposals fit together#

• Contacts — A proposal is addressed to a client contact. Add contacts under Customers first if needed.
• Acceptance — When a client accepts, Hanko records who accepted, when, and from which IP.
• Convert — Turn an accepted proposal into an agreement to sign or an invoice to bill. Line items and pricing carry over.

To create one, see Creating proposals.