Feature

Proposals that turn into contracts by themselves

They tick what they want. Slate does the rest.

Every plan

The gap between "we're interested" and "we're booked" is where most work is lost. A proposal that the client can accept and sign in one sitting closes that gap, and leaves you with the contract and the job already created.

Who it is for: Anyone quoting bespoke work — commercial production, weddings, event coverage, retainers.

1

Set up your packages once

Define what you sell and what it costs: coverage hours, deliverables, add-ons, discounted bundles. These are the things clients pick from, and they carry their own description so you are not re-explaining what is included each time.

2

Build the proposal

Choose the packages for this client, set quantities, apply a discount if you are giving one, and lay out the payment schedule. The proposal shows the total and what is due when.

Pick the packages, set the schedule, send.
Pick the packages, set the schedule, send.
3

They accept and sign in the same sitting

The client opens a link, reads the proposal, picks their options where you have given them a choice, and accepts. They sign at the same moment — one visit, not two.

The client's view: what they get, what it costs, and an accept button.
The client's view: what they get, what it costs, and an accept button.
4

The contract and the job appear

Acceptance writes the contract from your master template with every detail filled in, and creates the project on the calendar for the date they booked. The payment schedule they agreed to becomes the invoice schedule. Nothing is retyped.

Also included

  • Multi-day events create one project spanning the days, not a row per day
  • A co-signer on the proposal carries through to the contract already signed
  • Changing the services on the resulting contract updates the document, the summary and the invoice together
  • Proposal templates, so a quote is a few clicks rather than a blank page

The proposal is the last point where a client is deciding. Everything after acceptance should be automatic, and here it is.

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FAQ

What does proposals that turn into contracts by themselves mean in Slate?
The gap between "we're interested" and "we're booked" is where most work is lost. A proposal that the client can accept and sign in one sitting closes that gap, and leaves you with the contract and the job already created.
Who is this for?
Anyone quoting bespoke work — commercial production, weddings, event coverage, retainers.
How does it work?
4 steps: Set up your packages once → Build the proposal → They accept and sign in the same sitting → The contract and the job appear.
Which plan includes it?
This is included on every Slate plan, including the free tier. Paid plans start at $9.99/mo with a 14-day free trial.

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