Sales request template

Proposal acceptance signing request template

A proposal acceptance records a prospective customer's formal agreement to your proposal, confirming they want you to proceed on the terms set out.

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What is a proposal acceptance?

A proposal acceptance is a recorded confirmation that a prospective customer has reviewed your proposal and agreed to move forward. It turns a sales document into an accepted basis for work, capturing the approach, scope and pricing they have agreed to.

For sales and services teams, getting a proposal accepted in writing is a clear commitment milestone. It documents what the customer agreed to before work begins, helps avoid misunderstandings about deliverables and price, and gives both sides a dated reference if questions arise later.

When to use a proposal acceptance

Confirming a prospect wants to proceed with your proposed approach
Locking in scope, pricing and timing before kicking off
Securing commitment before allocating resources or onboarding
Recording acceptance to move from sales into delivery

What to include in a proposal acceptance

Proposal reference: title and version so the right document is accepted
Scope and deliverables: what you will provide and what is excluded
Pricing and terms: fees, GST treatment and payment arrangements
Validity and next steps: how long it stands and what follows acceptance
Acceptance and date: clear accept or decline, with the date recorded

Pros and cons of sending a proposal acceptance as a signing request

Pros

Captures a dated commitment to proceed in writing
Reduces ambiguity about scope, price and deliverables
Faster than posting or emailing a document for signature
Tracking shows whether the prospect opened and accepted it

Cons and things to watch

Acceptance reflects the proposal attached, not later changes
A proposal may not contain all formal contract terms
The signer may need internal approval you cannot see
Pricing can lapse if accepted after the validity period

How to send a proposal acceptance with Cosign

Upload the proposal and use preview to confirm the scope, pricing and terms are correct
Add the prospective customer as the signer and check the contact details
Set a 14-day expiry to match the proposal validity, and add a password if it is sensitive
Send, track opens and previews, and keep the completion receipt once the proposal is accepted

Proposal acceptance request details

Email subject

Proposal acceptance request

Default message

Please review and accept this proposal if you would like us to proceed.

Signer setup

Prospective customer

Suggested expiry

14 days

Button label

Accept proposal

Best fit

Sales teams

Proposal acceptance FAQs

Is accepting a proposal electronically legally valid in Australia?

Electronic acceptance is generally recognised in Australia under electronic transactions laws when the customer consents and is identified. Whether it creates a binding agreement depends on the terms, so seek professional advice where needed.

Does an accepted proposal replace a contract?

Not always. A proposal can form part of an agreement but may not include all the terms a formal contract would. For complex engagements, pair it with proper terms and seek professional advice.

Is my proposal kept private when I send it?

Yes. Cosign sends the proposal through a private link to the named prospect, and documents are not indexed by search engines. Only the recipient with the link can open it.

What if the prospect needs internal sign-off first?

The named contact may need approval from others before accepting. Confirm who holds authority, and use reminders before expiry to keep the proposal moving.

What happens if no one accepts before the request expires?

If the 14-day request expires, the link stops working. You can send a refreshed proposal with current pricing so the prospect accepts up-to-date terms.