Internal tool

Build a client proposal

Create a clear proposal from the same service modules as the quote tool. Adjust prices, add custom items, apply discounts, then open a client-ready page for review, signature, PDF, and payment.

1. Client details

Currency (payment currency)

This locks Stripe Checkout to the selected currency. Amounts you enter are in that currency (no auto-conversion).

2. Engagement length

Default coaching discounts: 10% at 12 months, 20% at 2 years. You can override the discount amount below.

3. Services

Tick what is included. Edit any price directly. Workshop package size follows engagement length, but you can override the price.

Number of coaching groups
Leadership seats

4. Custom services

5. Discount & payment notes