Accepted proposals still need follow-up
A client can approve the work but still require another invoice, payment link, or manual kickoff step before the project can begin.
Proposal payment software
Turn approved proposals into signed, paid work.
SmartSigner helps service businesses close the gap between proposal acceptance and payment. Send a proposal-style agreement, collect the client signature, attach payment terms, and track whether the approval is signed, paid, pending, or ready to start.
SmartSigner workflow
Agreement → Sign → Pay
Proposal acceptance, signature, and payment in one flow
Deposits, setup fees, recurring retainers, and mixed payment terms
Client-friendly signing without account creation
Documents, payments, contacts, and completion records tracked together
Why this matters
The handoff between agreement and payment is where service work stalls.
Payment terms get separated from scope
When the proposal, signature, and payment live in different tools, teams lose clarity around what was accepted and paid.
Proposal platforms can be heavier than the close
Many service businesses need a streamlined approval-to-payment workflow instead of a broad sales-document suite.
How SmartSigner handles it
A focused flow clients can finish without extra accounts or confusion.
SmartSigner keeps reusable templates, signer fields, payment terms, audit details, and client tracking in one workspace so every sent agreement has a clear next step.
1
Start from a reusable proposal agreement
Create a proposal acceptance, service package, SOW, project deposit, or retainer template with reusable terms.
2
Add client and payment details
Fill client variables, scope notes, due dates, required fields, and one-time or recurring payment terms.
3
Send the approval link
The client reviews the agreement, completes required fields, signs, and pays or authorizes payment when required.
4
Track the close
See whether the proposal is sent, viewed, signed, paid, expired, completed, or still waiting on payment.
Payment attached to acceptance
Keep deposits, retainers, setup fees, and payment status connected to the proposal agreement that created them.
One-off edits without template drift
Adjust the sent proposal agreement for a client without changing the reusable master template.
Sign-only when payment is not needed
Use SmartSigner for simple proposal approvals too, even when the payment step happens elsewhere or is not required.
Buyer questions
What teams usually ask before switching.
Can SmartSigner collect payment and signature in the same flow?
Yes. SmartSigner is designed so a client can complete required signing fields and then continue into the payment step from the same agreement flow.
Can I send a document without payment?
Yes. Payment is optional. You can send sign-only documents when you just need a signature and audit record.
Can SmartSigner collect a proposal deposit?
Yes. SmartSigner supports one-time proposal payments such as deposits, setup fees, fixed packages, and kickoff payments.
Can a proposal include a setup fee and monthly retainer?
Yes. SmartSigner supports mixed payment terms, such as an upfront setup fee plus a recurring monthly retainer in the same proposal agreement.
Is SmartSigner a full proposal platform?
SmartSigner is focused on the proposal approval, agreement, signature, payment, and tracking workflow rather than broad proposal-suite overhead.
Can clients sign a proposal without creating an account?
Yes. Clients can open a private signing link, complete required fields, sign, and pay when required without creating a SmartSigner account.
Related workflows
See how this fits the full sign-and-pay flow.
SmartSigner is strongest when templates, signature, payments, and tracking work together instead of living in separate tools.
Explore SmartSigner
Find the right sign-and-pay workflow for your team.
Compare focused sign-and-pay workflows, review trust details, and see how SmartSigner fits common service-business use cases.