Client proposal link
Send one proposal link with the price and next decision.
Give the buyer one page for scope, project total, deposit, remaining balance, and approval—while keeping that page tied to the quote record.
Why the old workflow breaks
Keep the pricing logic. Remove the proposal rebuild.
FolioLayer is designed for service businesses that want a clearer buyer experience than PDF attachments and email threads. The spreadsheet remains the source of the price; the buyer receives a clear proposal link with scope, total, deposit, remaining balance, and approval.
Attachments get buried as email threads grow.
Buyers cannot tell which PDF contains the current price.
Approval is difficult to connect back to the original quote.
Deposit expectations are scattered across messages and invoices.
Model
Keep the source pricing structured.
Client
Attach the buyer to the same record.
Proposal
Present the final scope and totals.
Publish
Create one live link and track approval.
From model inputs to buyer decision.
Model
48 hrs × $125
Proposal
$7,080 total
Deposit
$2,478 due
Edit hours, rate, margin, or deposit once. The buyer-facing total updates from the same record instead of being retyped into a document or PDF.
Prepared for Marin Growth Co.
Website redesign
Project total$7,080
Deposit due$2,478
Remaining$4,602
Frequently asked questions
Is the proposal link public?
Published links are accessible to the buyer, and the owner can pause sharing by changing the quote state or subscription status.
Does the link collect card details?
No. The proposal records approval. Card details and FolioLayer subscription billing are handled separately by Stripe.
What happens after approval?
The quote records who approved and when. Deposit follow-up can continue by invoice, ACH, check, or your preferred payment workflow.
Can I preview the buyer page?
Yes. Use the live preview in the workspace or open the worked proposal before publishing.
Start with one real quote
Bring the pricing model you already trust.
Draft and preview for free. Upgrade to $29/month only when you are ready to publish live proposal links.