How to Send a Proposal

A proposal is a document you send for signature by at least one other party. Examples include an acknowledgment, a contract, a trust, or a declaration. After completing, the proposal is included in the case chat and is part of the record. It remains in the in negotiation state until all required signatories have signed, then moves to in effect.

Before you start

• Create a case
• Create a template

See also

• Use the draft assistant

Steps

1. Open proposal composer — In the case view, click the scroll icon near the 'send' button of the chat input to begin composing a proposal.
2. Choose a template — Select the template you want to propose from the list.
3. Map parties to roles — For each role in the template, choose the matching party from the case participants.
4. Assign roles — Click Assign Roles to confirm the party-to-role mapping and prepare the draft.
5. Review and propose — Review the text and assignment, then click Propose to place the proposal in the case.