Send and track a proposal

Once a proposal is ready, you share its link, and Raoura helps you follow up and move fast when the answer is yes.

Send it#

Share the proposal's client link directly, or point the client at their portal: the proposal appears in the "Needs your attention" section of their hub. No account or password is needed on their side.

How the client accepts#

They open the link, review the details (choosing any optional add-ons, which update the total), and accept by typing their name. If you set a deposit, they pay it immediately on accepting.

Follow up without the awkward emails#

Turn on proposal follow-ups in Settings, Reminders, and Raoura nudges a client who has not replied on day 3 and day 7. Pick a friendly or firm tone and preview the exact wording. You can pause follow-ups for a single proposal from its own page.

To get an email the moment a client accepts, turn on activity notifications in Settings, Account, Preferences.

When they accept#

The proposal locks for editing and offers three one-click next steps: Start the project (a milestone per priced line item), Generate contract, and Generate invoice. No re-entry.