Proposal Confirmation

Usually, an email is sufficient for confirmation.

Through "Share Proposal," you can retrieve the link through which the client can confirm the proposal online.
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1. Online Confirmation Link
Send the link for confirmation to clients via email and/or PDF. The short accompanying text is standard and can be customized per proposal.
2. Client Confirms
The recipient or another person in the company confirms online (with name, email, and signature)
3. Proposal is Set to Confirmed & Contractor Informed
The person chosen as "Internal Contact" in the proposal is notified, a note is created on the proposal, and the proposal status is set to "Confirmed."

Automate Link for Proposal PDF or Email
To automatically send the link for online confirmation with the proposal, use the variable "Link/Online Confirmation Proposal" in the standard email text. The variable can also be inserted situationally upon sending.

Allow/Deny Online Access
Access via link is automatically activated upon sending – also when using the link in the proposal closing text. Otherwise, access must be consciously activated, similar to sharing the project report.

A signature area can be directly integrated into the proposal closing text or placed on a separate page for proposal confirmation. To do this, consider the proposal confirmation content in the proposal closing text in the settings under "Leads & Proposals" > "Proposals".

Example: 

---Example to Copy: Please insert variables at the yellow spots with "{" ---


We look forward to your confirmation online (via link) or by email.

Kind regards,
Internal Contact Name, Email, Tel.

---
PROPOSAL CONFIRMATION


Option to Confirm Online
Link/Online Confirmation Proposal


Option via Email
Hereby, I as the client confirm the proposal Proposal Number
dated Proposal Date for the amount of Net Amount net and place the order:

Client
Recipient Address




____________________________________________________
Date



____________________________________________________
Signature


--- End Example ---


Note: The terms "proposal confirmation" and "order confirmation" are often confused. > Here we clarify the difference between confirming a proposal and confirming an order

Order confirmations or delivery notes are less frequently used. They are not legally required and therefore optional in MOCO, available as needed.

An order confirmation should not be confused with a proposal confirmation/order placement. After the client has confirmed the proposal, you, as the contractor, confirm to the client with the order confirmation document the diligent execution of the commissioned services. » Confirming a proposal vs. confirming an order. Here's the difference.

Create an Order Confirmation
Select "Order Confirmation" at the top right of the proposal (see illustration) → Confirm or adjust the accompanying text → An order confirmation is created from the proposal, and the proposal status is automatically set to "confirmed." The standard accompanying texts can be predefined in the settings.

Commissioned services differ from the proposal?
The order confirmation is merely an optional additional document. The proposal is always invoiced. Therefore, if there are deviations, adjust the proposal and then create the order confirmation. Changes are tracked through the change log.

Change Log – Version Traceability
For version traceability, similar to invoices, a change log can be accessed below the proposal. Alternatively, before adjustments, the downloaded proposal PDF can be stored under "Notes & Files" below the proposal.

When a service provider ships goods, they usually want to create a delivery note as a shipping document. The delivery note allows the client to directly check and assign the scope and type of ordered goods upon receipt.

The invoice is usually sent separately from the delivery note – or sometimes not at all, e.g., when a product sample is sent.  » Standard information on the delivery note and other details

Create a Delivery Note
Select "Delivery Note" at the top right of the proposal (or invoice) → Confirm/adjust the accompanying text and select items → The delivery note is created and can be printed or emailed directly. It is always accessible with reference to the proposal or invoice.

Set a confirmed proposal to "Confirmed" (this happens automatically if an order confirmation is created) and directly create the project:
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If you are working with leads or have already created the project, you can also assign the proposal afterwards
» Detailed information on creating projects from leads/proposals.