What it is
Write a proposal: customer, job name and location, plans date, architect, scope of work, price, payment terms, validity and signer. Share it by link or WhatsApp; the customer opens it, signs and dates the acceptance once, and can download the PDF. You get a “signed proposal” notification. The printout includes a General Provisions page and a QR code.
Why you'll love it
- Close deals faster - no printing, scanning or couriers.
- Status Draft → Sent → Accepted / Declined keeps your pipeline honest.
- Free on every plan.
▶ Watch it
How to do it
Tick each step as you try it in Metrak.
How it connects
Records you create here flow into - or come from - these features.
Who uses it
More in Finance & money
Ready to run your projects on Metrak?
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