CRMcy Docs

Proposals

Long-form sales documents with rich content and e-signature.

Last updated 2026-05-05

Proposals are richer than estimates: they support a WYSIWYG body (sections, images, tables) plus an itemized pricing block and an embedded e-signature pad in the customer portal. Use them when the deal needs context — scope, deliverables, timeline — alongside the price. Each proposal renders to a paginated PDF at preview time so the customer sees exactly what arrives in their email.

The acceptance event captures the signer's name, IP, user agent, and a SHA-256 hash of the rendered PDF — the bundle is stored as immutable evidence in S3 under proposals/<id>/signed.pdf.

Related endpoints

  • GET /api/tenant/proposals — list.
  • POST /api/tenant/proposals — create draft.
  • POST /api/tenant/proposals/:id/send — email + portal link.
  • POST /api/tenant/proposals/:id/sign — record signer + freeze evidence.
  • GET /api/tenant/proposals/:id/pdf — rendered PDF.

See the source at apps/web/src/app/(tenant)/proposals and apps/api/src/proposals.