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 negotiation until all required Parties have signed, then moves to in effect.

Before you start

• Create a case
• Create a template

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. Assign roles — Click Assign Roles, then for each Role in the Template choose the matching Party from the Case.
4. Specify Details — If prompted, fill in the Proposal’s Details (for example, Delivery Date, Fee). You can leave defaults if they fit.
5. Continue — Click Next to confirm the role assignments and prepare the draft.
6. Review and propose — Review the Terms, role assignments, and Details, then click Propose to place the Proposal in the Case.