Use case

Proposal acceptance with Cosign

Send a proposal as a trackable signing request so you can see when it is opened and capture a signed acceptance — instead of a sent proposal going quiet with no signal.

Send a signing request Browse all use cases

Proposal acceptance: the problem Cosign solves

Proposal acceptance is the step where a prospect formally agrees to your proposal, converting interest into committed work. For consultants, agencies, and sales teams it is the close: the point where the proposal becomes the basis for the engagement. A clear acceptance fixes what was agreed — the scope, the price, and the terms in the version they signed.

The frustration with proposals is the silence after sending. An emailed PDF gives you no idea whether it was opened, skimmed, or ignored, and acceptance often arrives as a vague reply. Sending the proposal as a private signing request changes that: you see when the prospect opens it, you can follow up with timing, and acceptance comes back as a dated signature with a completion receipt.

When Cosign fits for proposal acceptance

Sent proposals go quiet with no way to see if they were opened
Acceptance arrives as a vague email rather than a clear commitment
You want to time follow-up based on whether the proposal was viewed
You need the accepted version and terms on record

How proposal acceptance works with Cosign

Upload your proposal and preview it to confirm the scope, price, and client details are correct.
Add the prospective customer as the signer so they receive a private link addressed to them.
Set an expiry that matches the proposal's validity and add a message inviting acceptance.
Send, watch for opens, follow up if it stalls, and keep the completion receipt once it is accepted.

Why this works, and what to watch

Why Cosign fits

You can see when the proposal is opened instead of waiting blind
Acceptance comes back as a dated signature, not a vague reply
Follow-up reminders are easy to time around real activity
A completion receipt locks in the accepted scope, price, and version

What to watch

Acceptance binds the proposal as sent; later changes need their own record
Tracking shows interest but cannot make an undecided prospect commit
If an outdated proposal is sent, the wrong terms get accepted — check it first
Cosign sends and tracks the proposal but does not write or price it

Proposal acceptance at a glance

Who it helps

Sales teams, consultants, and agencies

Common blocker

Sent proposals go quiet with no clear way to see interest.

Cosign outcome

Send the proposal as a trackable request and know when it is opened and accepted.

What the sender sees

Opens, previews, downloads, signatures, declines, reminders, and completion state.

What the signer sees

A focused private page for one document request — no account needed.

Proof kept

Timestamped status, a completion receipt, and audit export.

Templates for proposal acceptance

Proposal acceptance

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

Quote acceptance

Sales · A quote acceptance records a customer's formal agreement to a priced quote, confirming the work, scope and price before it begins.

Statement of work

Projects · A statement of work sets out the deliverables, responsibilities, timeline and acceptance terms for a specific project or engagement.

Proposal acceptance FAQs

Is an accepted proposal legally binding?

An accepted proposal can form a binding agreement depending on its wording and the circumstances. Electronic acceptance is generally recognised in Australia where the customer consents and is identified — this is general information, not legal advice.

Can I tell whether the prospect opened my proposal?

Yes. Cosign shows opens, previews, and downloads, so you can time your follow-up around whether the proposal has actually been viewed.

Does the prospect need an account to accept?

No. They open their private link and accept from a focused page, with no sign-up or app required.

Can the proposal expire if it is not accepted?

Yes. Set an expiry that matches how long the proposal is valid; after it passes, the link stops working and you can send an updated version.

How do I record exactly what was accepted?

The completion receipt ties the accepted version to a date and signature, so the scope, price, and terms the prospect agreed to are on record.