Question 1

What is a proposal in LEDGERS?

Accepted Answer

A proposal in LEDGERS is a professional sales document you send to prospective clients outlining your deliverables, timelines, pricing tiers, and terms of engagement. Unlike a plain quotation, a LEDGERS proposal includes structured sections for scope of work, milestone timelines, multi-option pricing, and online client acceptance - all tightly integrated with your estimate and invoicing workflow so approved deals convert to billable work without re-entry.

Question 2

How is a proposal different from a quotation or estimate?

Accepted Answer

A quotation or estimate lists items and prices. A proposal goes much further - it includes a narrative description of your services, detailed scope and deliverables, timeline or milestone breakdown, multi-tier pricing options (e.g., Basic / Standard / Premium), and formal terms and conditions. Proposals are designed to win deals, while quotations and estimates are meant to confirm pricing after the decision is made. In LEDGERS you can create all three and convert freely between them.

Question 3

Can I convert an approved proposal to an estimate or invoice?

Accepted Answer

Yes. Once your client approves the proposal online, a single click converts it to a GST estimate or a live tax invoice. All line items, quantities, rates, GST details, and terms carry forward automatically - zero re-entry. The original proposal is retained in your records and linked to the converted document for a full audit trail.

Question 4

Can my client approve the proposal online without a LEDGERS account?

Accepted Answer

Absolutely. Your client receives a secure, branded link via email or WhatsApp. They can view the full proposal - including pricing, scope, and terms - in any browser on any device and click Accept or Request Changes without needing a LEDGERS account or any app installation. You receive an instant notification the moment they respond.

Question 5

Are proposals created in LEDGERS GST-compliant?

Accepted Answer

Yes. LEDGERS automatically applies CGST, SGST, or IGST based on your business's registered state and the client's billing state. HSN and SAC codes are selected from a built-in directory, and GSTIN validation is built in for B2B clients. The proposal clearly shows taxable value, tax breakdowns, and the total amount payable - satisfying GST record-keeping requirements even at the pre-invoice stage.

Question 6

How do I share a proposal with my client?

Accepted Answer

Share directly from LEDGERS via Email, WhatsApp, or SMS with one tap. Your client receives a professionally formatted branded PDF link. You can also copy the secure link and paste it anywhere. LEDGERS tracks delivery and notifies you when the proposal is opened, so you always know the right moment to follow up.

Question 7

Can I track whether my client has viewed the proposal?

Accepted Answer

Yes. Every proposal has real-time status tracking across five stages - Draft, Sent, Viewed, Accepted, and Rejected. You receive an instant push notification and email the moment your client opens the proposal link. The timeline log shows exactly when it was sent, when it was first viewed, and when the client responded, giving your sales team the context they need for timely follow-ups.

Question 8

Can I create multi-tier pricing in a proposal?

Accepted Answer

Yes. LEDGERS lets you add multiple pricing tiers within a single proposal - for example, a Basic, Standard, and Premium package - each with its own line items, deliverables, and GST totals. The client sees all options clearly presented and can indicate their preferred tier when they approve online. This significantly improves upsell rates compared to sending a flat quotation.

Question 9

Can I use branded templates for proposals?

Accepted Answer

Yes. LEDGERS includes professionally designed proposal templates that you can customize with your business logo, colors, footer text, and default terms. Once configured, your branding is applied consistently to every new proposal. You can also save frequently used service descriptions and pricing blocks as reusable line items to speed up proposal creation.

Question 10

Can I create proposals from my mobile phone?

Accepted Answer

Yes. LEDGERS is fully responsive and optimized for mobile use. Create, customize, preview, send, and track proposals from your smartphone or tablet - anywhere, anytime. All features including GST calculation, client GSTIN lookup, file attachment, and online approval are available on mobile without any compromise.

Question 11

What should a business proposal include?

Accepted Answer

A strong business proposal typically includes: an executive summary or introduction, a clear scope of work with deliverables, a project timeline or milestone schedule, transparent pricing with GST breakdown, your company credentials or case studies, terms and conditions including payment terms and validity period, and a clear call to action for the client to approve. LEDGERS provides structured sections for all of these so you never miss a critical element.

Question 12

What is the difference between a proposal and a contract?

Accepted Answer

A proposal is a pre-sale document that outlines what you are offering and at what price - it becomes binding only when the client formally accepts it. A contract is a legally binding agreement, often more detailed, that formalizes the accepted terms, obligations, penalties, and dispute resolution. In LEDGERS, the approved proposal (with client's online acceptance timestamp) can serve as the commercial basis for a contract, and is automatically converted to an estimate or invoice to initiate the billing cycle.

Question 13

How do I handle proposal revisions when a client requests changes?

Accepted Answer

When a client clicks "Request Changes" on your proposal, you receive a notification with their comments. In LEDGERS you can revise the proposal - adjusting scope, pricing, or terms - and re-send an updated version. Each version is saved separately with its own timestamp, so you have a complete revision history. The client receives a new notification for the updated proposal, and the cycle continues until they approve.

Question 14

Can I attach files or documents to a proposal?

Accepted Answer

Yes. You can attach supporting documents such as company profiles, portfolios, certifications, technical specifications, or detailed scope documents to your LEDGERS proposal. Attachments are included in the branded PDF the client receives, giving them everything they need to make a decision without back-and-forth emails.

Question 15

What happens to a proposal after it is accepted?

Accepted Answer

Once the client accepts the proposal online, LEDGERS marks it as Accepted and logs the acceptance timestamp. You can then convert it to an estimate (for further client confirmation before billing) or directly to a GST invoice. The conversion carries all pricing, line items, GST details, and client information forward. The original proposal remains in your records, linked to the downstream estimate or invoice for full traceability.

Question 16

How do I set a validity period on a proposal?

Accepted Answer

When creating a proposal in LEDGERS, you can set a "Valid Until" date in the proposal header. This is displayed prominently in the client-facing view and in the PDF, so clients know how long the pricing is guaranteed. Once the validity date passes, the proposal status automatically updates to Expired, prompting you to either renew it or create a revised version. This prevents stale proposals from being accepted at outdated prices.

Question 17

Can I send bulk proposals to multiple clients?

Accepted Answer

LEDGERS is optimized for sending targeted, personalized proposals rather than bulk outreach. However, you can duplicate an existing proposal and swap out the client details to quickly create customized versions for multiple prospects. Each proposal gets its own tracking link, so you can monitor engagement individually and know which client opened and responded, enabling focused follow-ups rather than generic follow-up blasts.

Question 18

What currency and language options are available for proposals?

Accepted Answer

LEDGERS supports multi-currency proposals for clients abroad, with INR as the default for domestic proposals. Exchange rates can be entered manually per proposal. For language, the primary interface is in English; however, you can add custom terms, cover notes, and line item descriptions in any language your client prefers by typing them directly into the proposal sections. PDFs render the content as entered.

Question 19

How do I know if a proposal is performing well?

Accepted Answer

LEDGERS gives you a proposals dashboard showing all active, sent, viewed, accepted, and rejected proposals in one place. You can see average time-to-acceptance, open rates, revision cycles, and conversion rate from proposal to invoice. This data helps you identify which proposal formats and pricing structures win more deals, so you can continuously improve your sales approach.

Question 20

Can multiple team members collaborate on creating proposals?

Accepted Answer

Yes. LEDGERS allows your sales, finance, and operations teams to collaborate on proposals with role-based permissions. Team members can draft service scopes, review pricing and GST rates, and approve proposals internally before dispatching them to clients, keeping your entire sales pipeline organized and compliant.

Create & Send Professional Business Proposals

The Numbers Behind Your Proposal Advantage

From First Draft to Signed Deal in 6 Steps

Know Exactly Where Every Proposal Stands

Frequently Asked Questions

Create & Send Professional Business Proposals

The Numbers Behind Your Proposal Advantage

From First Draft to Signed Deal in 6 Steps

Know Exactly Where Every Proposal Stands

Frequently Asked Questions