בניית זרימת הצעות מחיר ואישור לקוח

Add a private proposal page to this site for [YOUR BUSINESS AND WHAT YOU SELL, e.g. an interior design studio proposing residential projects].

Each proposal lives at its own private address and belongs to one client. It shows: who it is for and when it was prepared, a short paragraph in my own words about their project, what is included as a clear list, what is explicitly not included, the fee or fee range, the payment schedule, the timeline with its assumptions, and my standard terms: [YOUR TERMS, e.g. revision rounds, what moves a date, deposit treatment, how either side stops].

Write nothing for me. Leave every one of those as a field I fill in — do not generate scope, fees, timelines or terms, and do not fill an empty proposal with plausible-sounding text.

State plainly near the top what accepting this page will mean in my process: [WHAT ACCEPTANCE DOES, e.g. it holds your date and I send the contract, or it starts the work].

Give each proposal an expiry date I set, shown on the page, and after which it reads as expired rather than still live.

It must read properly on a phone, because that is where it will be opened first, and it must print or save to PDF cleanly, because someone will want to show a partner.

No accept button yet, and no sending yet — that comes later.

Add reusable proposal templates behind my owner screen.

Let me save my standard packages — [YOUR PACKAGES OR TIERS] — each with its own inclusions, exclusions, fee or range, payment schedule and typical timeline. Let me also save my standard terms once so they are not retyped.

Creating a new proposal starts from a package, fills all of that in, and lets me change anything for this particular client before sending. Changing a saved package must not alter proposals that already exist.

Let a proposal offer more than one option side by side where I want it — [e.g. a smaller and a larger scope] — with the client choosing one when they accept.

Let me duplicate any past proposal as the starting point for a new one.

Keep the proposal page itself working exactly as it is.

Add sending to my proposals.

From my owner screen, let me send a proposal to a client's email address. They receive a short message with a link to their own private proposal page. Use a proper email delivery service so it reliably arrives rather than landing in spam, and tell me exactly what I need to set up.

Protect each proposal so only the intended client can open it: [YOUR CHOICE — a short code I give them, or an account I create for them]. Do not rely on the address being hard to guess; a proposal contains someone's fee.

Record when the proposal was first opened and when it was last opened, and notify me the first time. Show this on my owner screen.

Let me resend a proposal, and let me withdraw one so its link stops working and says so plainly rather than breaking.

Do not track anything beyond opens — no reading time, no scroll depth, no per-section attention. Knowing it was opened is what I need; the rest would be surveillance of a client.

Keep the proposal page and the templates working exactly as they are.

Add acceptance to my proposal pages.

The client accepts with a clear action — a button plus typing their name to confirm it is them. Beside it, in plain language, state what they are agreeing to and what happens next: [YOUR WORDING, e.g. accepting confirms this scope and fee, and I will send the contract and deposit request within one working day].

When a proposal is accepted, store a permanent record of it: who accepted, the name they typed, the date and time, and a frozen copy of the exact proposal wording they saw. That frozen copy must never change afterwards, even if I edit the proposal or the package it came from.

Notify me immediately, and send the client a confirmation email containing their accepted proposal so they have their own copy.

Let the client decline instead, with an optional short reason, and notify me of that too. A clear no is worth more than silence.

An expired proposal cannot be accepted — it says so and offers to ask me for an updated one.

[IF I WANT A DEPOSIT: after acceptance and only after it, show a payment step for [YOUR DEPOSIT], handled on the payment provider's own secure page. Never before acceptance, and never store card details on my site.]

Do not describe any of this as a signature, a signed contract or a legally binding agreement anywhere in the page or the emails. It is a record of acceptance.

Add a private proposals desk to my owner screen.

List every proposal with its client, value, status — draft, sent, opened, accepted, declined, expired — when it was sent, when it was last opened, and its expiry date. Let me add a private note to each one.

Highlight proposals that were sent and never opened after [YOUR THRESHOLD, e.g. 3 days], and proposals that were opened but not answered after [YOUR THRESHOLD, e.g. 7 days]. These are the two follow-ups that actually win work.

Let me send a short, polite follow-up from the desk in one action, with wording I control and can edit before it goes.

Show me a simple summary: proposals sent this month, accepted, declined, expired, my acceptance rate, and the typical value of an accepted proposal against a declined one.

Let me export my proposals and their acceptance records, so I always have my own copy.

Make sure clients can only ever reach their own proposal and nothing else on this screen.

Keep everything from the previous steps working exactly as it is.