TL;DR
From first proposal to signed agreement, AgenciesWP keeps the whole sales paperwork flow inside your WordPress site. Send a proposal, get approval, collect a signature on the contract and start the project, with everything branded as your agency.
Why keep proposals and contracts in the same system
When proposals live in one tool, contracts in another and projects in a third, details get lost. Keeping them together means the scope you promised is the scope you deliver.
Proposals
Build a proposal, send it to the client and track its status. Clients review it in their portal instead of a PDF buried in email.
Contracts and agreements
Once a proposal is approved, create the agreement. Clients can view and sign agreements from their portal, and you keep a record of what was signed.
Tips for faster sign-off
- Send the proposal within 24 hours of the discovery call.
- Keep scope and deliverables specific.
- Use approvals and requests to confirm changes later.
- Follow up in the built-in messages area, not scattered email threads.
Branded to your agency
Clients see your brand, not a third party tool. Learn more on the AgenciesWP features page, view pricing, or read the documentation. The WordPress client portal guide explains the portal itself.
FAQ
Do clients need to create an account to sign?
Clients access agreements through their portal login.
Can I reuse contract templates?
Check the documentation for the latest template options available in your version.
Common mistakes to avoid
- Sending a long PDF proposal that nobody reads fully.
- Leaving scope vague, which causes disputes later.
- Starting work before the agreement is signed.
- Storing signed documents in personal email.
Who benefits most
Web design, development, branding and marketing agencies all rely on clear agreements. A consistent process makes you look professional and protects you when scope changes.
Keep a clear paper trail
Proposal, approval, signed agreement and invoices all in one place give you an easy audit trail if a question comes up months later.
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