--- title: "How to create a proposal" url: https://support.hubflo.com/en/articles/6772082-how-to-create-a-proposal collection: "Proposals & contracts" updated: 2026-10-26 language: en alternates: [fr] --- # How to create a proposal A proposal in Hubflo lets you send a client a formal, branded offer with pricing, payment terms, a service contract, and e-signature option included. ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133132_6210.png) Once a client accepts, Hubflo automatically generates draft invoices based on the payment schedule you set. ## Where to find proposals #### In your Hubflo admin Go to **Billing** > **Proposals** in the left sidebar. Here you'll see all your proposals and can create new ones. ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133131_9191.gif) #### On the client portal Clients can view their proposals by going to the portal and clicking **Billing** in the sidebar. They can also access a proposal directly from the email they receive when you send it. ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133131_6884.gif) ## What you can do with proposals - Create branded proposals with your logo, colors, and fonts - Add line items from your catalog or packages - Set a payment schedule (one-time or multiple payments) - Attach a service contract for e-signature - Include case studies, brochures, or other supporting files - Send via email, a shareable link, or your own email - Track when a client opens, accepts, or rejects a proposal - Set up automated reminders for pending proposals # How to create a proposal You can create a new proposal from three places in Hubflo. ### From a contact: Open the contact in your Directory and click **+**. The recipient is pre-filled. ### From a project: Open the project and click **+.** ### From the Proposals section: 1. Go to **Billing** > **Proposals** in the sidebar. 2. Click **New** > **Proposal**. 3. (_Optional_) Link to a project. Skip this if the proposal isn't tied to a specific project yet. 4. (_Optional_) Copy a previous proposal. Hubflo copies its structure, line items, payment terms, and contract. 5. Add a client-facing title. 6. Click **Create and continue**. 7. Select the recipient. Choose an existing contact or create a new one. If you linked a project, Hubflo pre-fills the contact, click **Change Contact** to update it. ## Add line items Add what you're offering and how much it costs. You can: - Add items manually (title + description + price) - Pick from [your catalog](https://support.hubflo.com/en/articles/6956561-create-and-manage-catalogs.md) or saved packages - Add section titles and subtotals to organize multi-part proposals ## Set a payment schedule & terms Choose how your client will pay. Once the proposal is accepted, Hubflo automatically creates draft invoices for each payment. ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133131_0231.png) ## Payment schedule - **One-time payment** so the client pays the full amount at once - **Multiple payments** to split into installments (e.g. 50% at signature, 50% on delivery). Set each amount as a percentage or fixed dollar amount, add due dates, and mark which payment is due at signature. ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133131_0763.gif) ## Payment terms Set how many days the client has to pay after an invoice is issued: 0 (immediate), 14, 30, 45, or 60 days. ## Payment methods Choose which methods to accept: bank transfer, direct debit, ACH, PayPal, check, cash, or other (with custom instructions). ## Payment instructions Use the free-text field to add banking details, reference numbers, early payment discounts, or late fee policies. **Tip:** You can set default payment terms, methods, and instructions in **Settings** → **Billing** so you don't have to re-enter them every time. Changes you make per proposal won't affect your template. ## Customize proposal settings You can set default proposal settings in **Settings** → **Billing** so you don't have to re-enter them every time.

Setting

What it does

Expires in

How long the proposal stays valid (15, 30, 60, or 90 days). The expiration date is visible to the client.

Introduction message

A short note your client sees in the email or on the public proposal page. Not included in the PDF.

Proposal comment

A note that appears in the downloadable PDF, use it for disclaimers, legal terms, or key details.

Set a custom issue date

Defaults to today. Change it if you need to align with a project or fiscal date.

## Add a contract (optional) Attach a service contract for your client to review and sign alongside the proposal. Your client can sign both the proposal and contract online with legally binding e-signatures powered by [Yousign](https://yousign.com/). ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133131_2823.png) [Learn how to add a contract and e-signature →](https://support.hubflo.com/en/articles/6453851-add-contracts-with-e-signatures-to-your-proposals.md) ## Add supporting content (optional) In **Additional Content** add documents or attachments such as: - Case study links - PDFs or brochures - Videos or images from your device, Google Drive, or Dropbox **Tip:** Save reusable content in the [Content module](https://support.hubflo.com/en/articles/9221040-manage-your-content-library.md) to add it to future proposals in seconds. # Review and issue Your proposal is saved as a draft. Before issuing it: - Click **Preview** to review the layout - Generate a PDF preview to check formatting ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133131_6318.gif) Once you're happy with the proposal, click **Create proposal** to issue it. [Learn how to send proposals →](https://support.hubflo.com/en/articles/15214874-how-to-send-a-proposal.md)