Proposal portal vs PDF
A PDF is a snapshot. A client portal can hold the questions, the signature, and Stripe payment without bouncing through three tools.
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A PDF is a snapshot. A client portal can hold the questions, the signature, and Stripe payment without bouncing through three tools.
Read the postAI that fills in missing fees, timelines, or case studies is a liability. How to keep a proposal draft bound to the brief you actually have.
Read the postThe writing is often done. The stall is what happens next — questions in email, a second signature tool, and a separate chase for payment.
Read the postCreate a workspace, draft from your facts, and send a client portal. Plans and any founding price live on the pricing page — not in a checkout URL in this post.