Proposals
A proposal is a page your client reads, chooses from and approves. What they approve is kept, version by version.
cinethreadThe client sees a published version, never your draft.
A proposal is a page you send as a link. You keep editing; the client sees only the version you published.
- Publish version 1, 2, 3. Each is frozen when it is published; the link serves the latest.
- The client can choose between options you price: shoot days, add-ons, the parts of the job.
- Their opens are counted; yours are not. Your own look at their page is marked as yours.
- It expires on your calendar day, and the reminder reads the version the client saw.
An approval is a record, not an email.
When the client approves, Cinethread keeps exactly what they approved.
- The approval holds the version, who approved, when, what they chose and the server's own figure.
- Change the proposal after and the client sees a new version, which needs its own approval. The old one stays on record for the terms it was given for.
- An expired, closed or archived proposal can't be approved.
- You get an email when it is approved.
The terms are part of what they approve.
Turn on weather and cancellation terms and the client reads every clause on their page. They accept the terms as part of approving, with their name and email.
- Only clauses marked Approved for clients in Invoicing's Settings can go on a proposal. It copies them with your studio's values, and you can change a value for that proposal only.
- Approve stays off until they tick the box, “I've read and accept the weather and cancellation terms.” Their name and email are both required.
- The approval keeps the acceptance: who, their email, when, the version, the values and each clause's wording as they read it.
- Change the terms after and the client sees a new version, which needs a new approval.
- The estimate made from the approval carries them, already accepted.
From the approval to an estimate, to the cent.
Convert makes the estimate from the approved version.
- The lines come from the approval and add up to the approved figure exactly.
- The estimate's number is given by the server, in the same step.
- One estimate per approval. A second press, or a second tab, gets the same estimate back.
- Mark it won on the estimate it went ahead on; mark lost with a reason, or archive it.
Your first proposal
- Start a proposal in Proposals and set out the options and their prices.
- Publish version 1 and send the link.
- Watch for the open, and publish a new version if the client asks for changes.
- When it is approved, convert it to an estimate and mark it won.
Worth knowing
Drafts stay yours
Nothing you change reaches the client until you publish.
Real opens
The client's opens are counted; yours are not.
A real record
The approval keeps the version, the choice and the figure.
Your calendar day
Expiry and reminders use your own day, wherever you are.
Common questions
Does the client need an account?
No. They open the link on any phone or computer.
What if I change the price after they approved?
Publish a new version. It needs its own approval; the earlier approval stays on record for the version it was given for.
Does the client have to accept weather and cancellation terms?
Only on a proposal where you turned them on. Then Approve stays off until they tick the box, and their name and email are recorded with the acceptance.
Can the client see my draft?
No. The link serves only what you published.
How does an approval become an estimate?
Press Make the estimate on the approval. The estimate's lines add up to the approved figure, and its number comes from the server.
Related guides
Proposals clients
can say yes to.
Request access for your team, or log in if your team already runs on Cinethread.