Proposals and contracts

Proposals let you present your services, pricing, and terms in a single document that clients can review and sign online.

Auto-invoice on proposal acceptance

When a proposal gets signed, Plutio can automatically create an invoice from the proposal's pricing. The invoice pulls line items, quantities, rates, and...

Combined signature (proposal + contract)

A contract can be linked to a proposal so that signing one document automatically signs the other. Both documents share a single signing flow, which means...

Contract settings

Contract settings control the feature toggle and numbering format for contracts across your workspace. You will find these under Settings > Contracts.

Contracts overview

Contracts are standalone legal documents built with the same drag-and-drop block editor used for proposals and invoices.

Creating a contract

Contracts are standalone legal documents built with the same drag-and-drop block editor used for proposals and invoices.

Creating a proposal

A new proposal starts in the block editor, where every element of the document can be arranged visually: text blocks for descriptions and context, image...

Design editor

The design editor controls the visual appearance of proposals, contracts, invoices, and forms. You set themes, colours, typography, layout, spacing, borders,...

E-signatures on proposals

Signature blocks turn proposals into signable documents. Clients sign by drawing, typing, or uploading their signature directly on the proposal, and each...

Items block (service table)

The items block holds pricing line items in proposals and invoices. You add titles, descriptions, images, quantities, rates, tax, and discounts to each item,...

Multi-signee contracts

Contracts can require signatures from multiple parties, and each signee receives a unique URL for viewing and signing their copy.

Packages and add-ons on proposals

Use the Packages and Addons presets to give clients a choice between pricing tiers or optional extras directly on a proposal. Both presets create an items bl...

Pre-signing proposals and contracts

Proposals support one e-signature slot reserved for the client. To show your own signature alongside it, add an image or content block with your pre-drawn...

Proposal and contract templates

Proposals and contracts can be saved as templates, preserving every block, layout decision, content section, and pricing structure.

Proposal block editor

The proposal editor builds documents from blocks arranged in sections. You add content, images, videos, code embeds, items tables, and signature blocks, then...

Proposal settings

Global proposal settings control the feature toggle, numbering format, and auto-invoice behaviour for all proposals. These settings apply workspace-wide.

Proposal with inline contract and invoice

Proposals can include contract terms and an auto-invoice trigger in a single document, creating a complete approval workflow where the client reviews the...

Proposals overview

Proposals are client-facing documents where content, pricing, and e-signatures all live in one place.

Sending proposals

Proposals reach clients by email or through a direct shareable link. Either way, the client opens the proposal in a branded portal where the content,...