Win work at the right fee, and onboard in one signature.

Three proposal types: New Proposal for first engagements, Renewal for existing clients coming up for review, and Extra Work Order for one-off additional services outside the existing engagement. Each flows through the same creation process.

Service selection with live fee summary: pick the services the client needs and watch the total fee build as you go, updating the amount, frequency or payment type per service at the point of selection. The proposal summary page updates in real time.

Proposal and LoE templates per send: the default proposal and LoE templates are selected automatically, but you can override either for a specific proposal without changing the default, and make last-minute edits without touching your master template.

Accept on behalf of client: for proposals agreed verbally or in person, accept directly from BrightPropose without waiting for the client to sign digitally. The same downstream automation in BrightManager fires either way.

Status tracking: filter your proposals list by Draft, Sent, Accepted, Lapsed, Ceased or Lost, and resend any proposal from the Actions menu without starting from scratch.

Service catalogue with billing frequencies: add any service with a name, client type, fee and billing frequency (annual, monthly or quarterly). Each service description appears in the relevant section of the client’s proposal and LoE automatically.

Scaling fees based on client variables: create custom fields (annual revenue bands, number of employees, transaction volume) and tie them to a service fee, so the fee adjusts automatically when you select the client variable at proposal time.

Catch-up fees for backdated services: when a client starts a monthly or quarterly service partway through a period, catch-up fees calculate and apply automatically from the proposal start date. Split the repayment over months or collect it in full on acceptance, configurable per service.

Settlement dates: set a settlement date for catch-up repayment, when a client pays off a backdated balance over a defined number of months rather than in a lump sum.

BrightManager service mapping: map each BrightPropose service to its counterpart in BrightManager, so when a client signs, the matched service is switched on automatically, with no manual activation.

Proposal template pages: build proposals from modular pages - Cover Page, About Us, Services breakdown, Payment Schedule, Testimonial Quote, Case Study, Team Page and Summary. Include, exclude and reorder pages per template, and customise each page’s colours and fonts independently.

Variables auto-populate: insert variables from the client file, your account details, your services list and the client’s contact information into any page, so the proposal personalises itself at send time - client name, firm name, service descriptions and fees fill in automatically.

LoE templates per client type: create LoE templates for different client types (Limited Company, Sole Trader, Partnership), each showing only the service sections relevant to that type. Only the services on the proposal appear in the LoE the client receives.

Multiple templates, one default: create as many proposal and LoE templates as you need for different service combinations or client types. The default is used at proposal creation, but any template can be selected or customised per proposal without changing the master.

Email templates: customise the email the client receives when the proposal is sent, and the confirmation email they receive after signing. Both support variables and can be customised per proposal send.

Firm branding on proposals: upload primary and secondary logos, set your primary, secondary and tertiary colours, and choose your default font. These defaults apply across all proposal templates - change the firm brand once and every template updates.

Per-template style overrides: each proposal template can carry its own colour scheme and fonts, independent of the firm-wide defaults, for different service lines or client segments where the branding differs.

E-sign portal designer: configure the full signing experience - background colour, logo and position, document background, indicator icon colour, sign-button styles, checkbox colours and success-page messaging. Preview changes can be seen live before saving.

Branded success page: customise what the client sees after they sign - background, logo, header and body copy, button colours - with a personalised message using client variables such as the client’s name, firm name or any field from the client record.

Custom SMTP: send proposal emails from your firm’s own email domain rather than a generic BrightPropose address, so clients receive and reply to your firm’s address throughout.