Sending beautiful, branded proposals to your leads is one of the best ways to create a smooth and professional first impression. With WillowSpace, you can create proposals in just a few clicks—either from a lead profile or from the Documents section.
Ways to Create a New Proposal
Option 1: From the Lead or client Details
1. Go to Leads or Clients
2. Select the lead/client you want to send a proposal to
3. Click New and then Proposal
This automatically connects the proposal to that lead or client and allows them to view and approve it via their portal.
Option 2: From the Documents Section
1. Go to Documents in the left-hand menu
2. Click + New Document
3. Choose Proposal from the list of document types
⚙️ Set Up Your Proposal Details
Once you start a new proposal, you’ll first complete the Proposal Settings page. Here’s what you can configure:
Title that the Lead or Client will see
Type of proposal you want to build: from scratch, from a template or upload
Upload a PDF (optional) – If you prefer not to use the builder, you can upload your own pre-designed proposal as a PDF
Lead or Client you'll assign the proposal to
Project you want the proposal to fall under (optional)
Due date to keep things on track
Optional reminders – Set up automated email reminders to follow up with leads or clients if they haven’t viewed or approved the proposal by the deadline
Click Save + Next to move on to the builder.
🎨 Designing Your Proposal
After your settings are saved, you’ll enter the Proposal Builder. This is where you can:
- Add and customize text, sections, images, and layout elements
- Embed pricing, services, and deliverables
- Include next steps or approval instructions
🛠 Note: We’re currently making major updates to the builder to make it faster, more flexible, and even more beautiful. If you're using the legacy version, you’ll still be able to create polished proposals with our simple editor.
After You Publish
Once your proposal is ready, you can:
- Preview how it looks for leads and clients
- Send it directly to the lead or client from WillowSpace
- Copy the URL to send manually
- Download the PDF
- Track when it’s opened, viewed, approved or declined
- Duplicate your layout for future proposals (duplicate or save as a new template)
Here's what leads or clients will see:
