Start fresh or from a quotation
Press Create proposal and pick customer, contact, owner, validity and template. Or create one from a quotation to carry over its lines.
Sales / Proposals
Branded project proposals your customer signs online
For larger projects a single-table quotation is not enough. A proposal puts the introduction, multi-option pricing, team, timeline and terms in one document with your company's logo, color and cover.
The problem
Project proposals are built in Word and then you hear nothing
Every project gets a hand-built Word file and PDF, with price tables pasted from Excel. Once sent, you do not know whether the customer read it, which page, or who inside approved the content.
- Layouts differ between salespeople, and logo and colors are inconsistent.
- When the price changes you must rework the whole document.
- Customers send feedback in separate emails with no shared place to discuss.
How hOne solves it
Proposals built from sections, printed in your brand
Create a proposal from scratch or from a quotation. hOne builds the Introduction, Pricing and Terms sections; you add sections, team and milestones. The brand kit applies to every proposal and the PDF layout is editable. The customer reads and responds on a public link.
Key capabilities
Section-based content
Each proposal has Introduction, Pricing, Terms, Team and Timeline with milestones; insert sections from a template library. Each price table is an alternative option the customer picks one of.
Brand kit
Set logo, primary color, fonts, default cover and footer once for every proposal. Each proposal can also adjust its cover title and A4 portrait or landscape.
Custom PDF layout
The PDF layout page lets you drag text, table and image blocks on each page, and add or remove pages. The proposal's Download PDF uses that layout.
Internal approval
Request approval sends the proposal to approvers step by step. Approvers decide inside the proposal and the history records who approved.
Email and public link
Send by email template or copy the public link. The link has an expiry date that you can extend.
Customer accepts, signs, comments
On the link the customer reads the proposal, accepts or rejects, signs to confirm (name, email and date are recorded) and leaves comments. Staff answer in the Comments tab.
View tracking and reminders
See view count and last viewed. Customers who have not replied get reminder emails after 3, 7 and 14 days and when 3 days remain, sent only between 08:00 and 18:00; they can opt out.
How it works
Build the content
Create the proposal, edit sections, price tables, team and milestones, pick the brand.
Approve
Request internal approval if your company requires it; preview the PDF and adjust the layout.
Send
Email it or share a public link with an expiry.
Track and close
Watch views, answer comments; once accepted, move on to a contract or order.
A real workflow
Furniture system proposal for Company ABC
Lan offers two price options for a new office.
- LanCreates the proposal from an approved quotation, adds an Introduction, two price tables Option 1 and 2, and a 3-milestone timeline.
- DirectorGets it under Waiting for my approval and approves.
- LanAdjusts the PDF layout of the cover and emails it with the public link.
- Minh (Company ABC)Opens the link, comments to ask about installation time, then picks Option 2 and signs.
- hOneShows the views and the unread comment; Lan replies right in the proposal.
Connects with the rest of hOne
Frequently asked questions
How is a proposal different from a quotation?
A quotation focuses on lines and prices. A proposal is a full presentation: several content sections, multiple price options, team, timeline, a cover and your own branding.
How does the customer choose a price option?
Each price table is an alternative; the customer picks one and the tables are not added together.
Is signing on the link equal to a digital signature?
The proposal records the customer's name, email and confirmation date on the public page. For a certificate-based PDF signature, use the Digital signing feature on the contract.
Can reminder emails be turned off?
Yes. The customer can opt out in the email, and staff can Re-enable reminders on the proposal.
What if the public link expires?
The customer sees a message that the link has expired. Press Extend on the proposal to make the link work again.
More in this area: Sales & CRM
CustomersCustomer profiles, contacts, groups, Excel import, duplicate merge, sharing and handover.Sales pipelineStep-based opportunity board, department handover, price hiding per step, forecast and win rate.QuotationsBuild quotations, tiered discount approval, PDF and link sharing, online replies, convert to order.OrdersSales orders: price approval, customer confirmation by link, payments, stock-out, subscription renewals.ContractsSales and purchase contracts: approval and signing flows, customer link, renewals, payment schedules, scan import.ProductsCategories, variants, several price types, minimum-margin rules, Excel or WooCommerce import, AI descriptions.