Straight to Contract

Why this matters

Accepting a proposal used to mean a message you had to notice, then twenty minutes of typing the same details into a new event, a new contact and a new contract. All three already existed in the proposal they just agreed to.

Do this

1. You send a proposal to a lead
   The lead moves to Working on its own.
2. They accept it at their own link
   No account, no password.
3. Everything is created in one go
   The contact, the event, the pipeline entry, a draft contract carrying the proposal's title, and the lead moves to Converted.
4. You are told twice
   An email — “They said yes” — and a notification in the app.
5. You send the contract
   It is already drafted and waiting on the event. That is the only step left for you.

You’ll know it worked when

An email lands in your inbox and a notification appears in the app. Open the event and the draft contract is there.

If it doesn’t go to plan

If they DECLINE instead, the proposal is marked declined and the lead moves to Lost automatically, so you stop chasing a decision that has been made. They are not asked to create an account in order to say no.

More in Winning the work

• List your services and prices — What you offer and what it costs.
• Fast Replies — An enquiry answered in seconds, in your name, without you.
• Auto-Chase — The follow-up you meant to send on Tuesday.
• Instant Book — Publish your slots; they pick one, pay, and it is done.

Open Celestial All of winning the work