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...

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...

Multi-signee contracts

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

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 organises content into sections, each acting like a page in a document. Inside each section, blocks are arranged by dragging, and the...

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,...