Help / Proposals and contracts

Proposals and contracts

Proposals clients sign online, packages, contracts, forms and bookings.

01

Proposals

Send your first proposal

Build a proposal in three steps, send it, and let the signature start the project.

2 min read
Offer packages in a proposal

Give your client up to four choices, each with its own lines, and let them pick one.

2 min read
Client options on a proposal

Questions, a decline link, booking, a questionnaire and more, each off until you turn it on.

2 min read
Deposits, milestones and payment plans

Choose what is due on signing, split the rest into milestones, or let the client pick a plan.

2 min read
02

After you send

Change a sent proposal

Edit freely, then publish when you are ready. Your client sees nothing until you do.

2 min read
Withdraw a proposal

Take a sent proposal back while you rethink it, without marking the deal lost.

2 min read
Follow-ups and expiry

Cutvey lines up your follow-ups on the right days. You press send, so every nudge sounds like you.

2 min read
03

Contracts

Send a contract on its own

Send an agreement for signature without a proposal, with or without a project.

2 min read
Countersign and keep the signed copy

Add your studio's signature after the client signs, then download the copy signed by both.

2 min read
Contract templates and your clause library

Write your terms once, keep them as clauses, and build contracts from them in a minute.

2 min read
04

Leads, forms and booking

Leads, clients and your pipeline

Track every inquiry from first contact to won, and turn the ones you win into clients.

2 min read
Collect leads from your website

Build an inquiry form, put it on your site, and every answer becomes a lead.

2 min read
Send a form to a client

Send a questionnaire on its own, get one gentle reminder, and keep the answers on the project.

2 min read
Set up your booking page

Share one link where clients pick a free time, and the meeting lands on your calendar.

2 min read
Paid bookings and mini-sessions

Take a deposit or the full price when someone books, and run a day of short sessions on one page.

2 min read
Automate the steps with workflows

Chain emails, tasks, forms, waits and phase moves that start on their own from the events you pick.

2 min read
Automatic emails and email templates

Send a template by itself when a lead arrives, a proposal is signed or a payment lands, after a delay.

2 min read

Still stuck

Write to a person.

Tell us what you were trying to do, what you expected and what happened instead. A screenshot saves a round of questions.

Contact support