Ready-made request · Sales and clients
Document checklist: Sales proposal follow-up
Who asks whom: The salesperson or freelancer to their prospect
Useful for: Business Freelancer or small business Mid-size company
4 documents1 to signFree
Free. You can change everything before sending.
The 4 documents to request
- Reading the sales proposalOpen the proposal, take the time to read it, then confirm "I have read it". Any question? Ask it below.Document to read: the person opens it, then confirms "I have read it"
- Signed contractThe contract matching the proposal is attached. Sign it online.PDF · To sign
- Deposit paymentIf a deposit is due, pay it using the method shown on the attached invoice, then declare the payment here.Payment: "I've paid" statement, optional proof · Optional
- Do you have a question about the proposal?Written answer · Optional
Documents to sign
- Signed contract: To sign online.
How it works
- List the documents you need, and their format. With this ready-made request, the list is already done.
- Add the people. Everyone sends the same thing, or each their own.
- Set the deadline and how often to remind them. Done.
Everyone gets a personal link by email or text message. No account to create, no app to install: they snap their document with their phone. Invitations and reminders go out between 9 am and 7 pm (Paris time), never on Sundays or public holidays, and stop as soon as the person has sent everything.
Frequently asked questions
Which documents should you request (sales proposal follow-up)?
This ready-made request lists 4 documents: reading the sales proposal, signed contract, deposit payment, do you have a question about the proposal?. One of them must be signed.
Do the people need to create an account?
No. Everyone gets a personal upload link by email or text message, with no account to create and no app to install.
Can I change the list?
Yes. Before sending, you can add, remove or rename a document, and change its format or its instructions.
Is this ready-made request free?
Yes. The ready-made request is free, and so is the Free plan: one campaign at a time, 5 contributors, email reminders.
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Ready to send it?
Free. You can change everything before sending.
Updated on October 3, 2026