Contracts & E-Sign
How to Convert a Client Proposal into a Contract and Invoice in 1 Click
The average B2B sale involves re-entering client line items three times: once in the pitch proposal, once in the legal contract, and once in the billing tool. Here is how to eliminate duplicate entry forever.
What you will need before starting:
- VoyceBook workspace
- Prospect or client details
Step-by-step instructions
Create a Proposal with Interactive Scope & Pricing
Draft your project scope, deliverables, and line items. Send the proposal link for client review.
Client Approves Digitally
The client accepts the proposal online with a single tap. VoyceBook notifies your team immediately.
1-Click Convert to Contract
Click 'Generate Agreement'. VoyceBook auto-populates terms, milestone dates, and client details into a binding contract ready for e-signatures.
Auto-Generate Milestone GST Invoices
As project milestones complete, generate GST-compliant tax invoices populated directly from the agreed contract terms.
Best practices & compliance notes
Got questions?
Frequently Asked Questions
Can I customize the contract template generated from a proposal?
Yes, you can edit standard clauses, add custom indemnities, or attach project schedules before dispatching for e-signature.
Execute this workflow in VoyceBook
Create your free account and test our automated invoicing and e-signature pipelines instantly.