Write a client proposal for AI agents

Proposals is where you quote a client for the agents you will run for them. You list the agents, Qoren works out what they will cost you on the platform, your margin sets the price, and the builder lays it all out as a client-ready document under your company's name. Your cost and profit stay on your side of the screen; the client only ever sees the document.

Everyone in your account who may view proposals sees the same ones. Your clients never see your list: there are no client logins. A client sees a proposal only when you print it, save it as a PDF, or send them its client link.

Who can see and change proposals#

The account owner can do everything here. Other team members start with no access to proposals, and the owner grants it on the Settings, Team tab:

• View shows the Proposals page and opens each proposal, read only.
• Add lets them start a new proposal, from the list or from a client's page.
• Edit lets them change a proposal, including its status, its client and its client link.
• Delete lets them delete a proposal.

A member without View does not see Proposals in the sidebar. A member who can view but not edit sees the builder read only, and nothing they do there is saved.

The proposals list#

In the sidebar, open My Company and click Proposals. The top of the page counts your Open proposals (drafts and sent), how many are Accepted, and what the accepted ones add up to per month.

1234

• The filters (1) show All, Drafts, Sent, Accepted or Declined proposals.
• Client (2) names the client a proposal is assigned to and links to the client's page, or says No client.
• Status (3) is the status you set in the builder.
• Each row shows the number of agents, the monthly price, the setup fee and your margin, as of the last time the proposal was saved.
• Duplicate (4) copies a proposal and opens the copy. The bin icon next to it deletes one, after you confirm with Delete.

Start a proposal#

There are two ways in:

• From the proposals list. Click New proposal at the top right.
• From a client's page. Open the client, click the Proposals tab, then New proposal. The proposal starts assigned to that client, with the client's name and contact email already on the document.

A new proposal opens in the builder, on the Agents tab. Your company name, website and contact line are filled in from your company details and from what you entered on your last proposal, so you rarely type them twice.

The builder saves as you type. The header says Saved once your changes are stored, and Unsaved changes while it waits.

When a proposal changes somewhere else#

A proposal can change while you have it open: an agent updates it, a teammate edits it, or you have it open in another tab. If you have nothing unsaved, the builder simply shows the new version. If you do, it never saves over the other change without asking. The header says Changed elsewhere, saving pauses, and a notice reads "This proposal changed somewhere else" with two choices:

• Reload shows the other version and drops your unsaved changes.
• Keep mine saves your version over the other one.

The builder#

The left side is the editor. The right side is the Client document, live: every change shows there at once, and it is exactly what prints.

Above the tabs, a strip shows your Price / mo, Cost / mo, Profit / mo, Margin · markup, Setup and, for a fixed term, your profit over the whole term. It is marked "Internal. Never shown on the client document." The tabs run in the order you would fill them in: Your company, Client, Agents, Pricing, Document and Client link.

Your company#

Who the proposal is from. Company name, Contact line and Website print at the top of the document. Business model and What your company does never print: they tell the AI writer who it is writing for. If your saved company details have something this proposal is missing, a Fill in button copies it across.

Under Branding, upload a Logo (PNG, JPEG or WebP; it replaces your company name on the document) and pick an Accent colour. Say the agents are hosted and run on Qoren adds "Agents hosted and run on Qoren" to the document's footer. Turn it off and the document does not mention Qoren at all.

Client#

Assigned client links the proposal to one of your clients, so it shows on the client's page and the client shows on your list. Pick a client, or choose New client… and click Create and assign to add one from what the proposal already says. Assigning fills in the client's name and email on the document only where they are blank, and changes nothing else.

Below it: the client's Contact name, Company and Email as the document shows them, and an Internal name that only appears on your list.

Under Engagement, set the Date, Valid for (days) (0 hides the valid until date), Term (months) (0 means month to month) and the Currency. For a quote in EUR, enter EUR per 1 USD: platform costs are in US dollars, and this rate converts them.

Add the agents#

On the Agents tab, click Add agent. Each agent is one line; click it to open it.

12345

1. Keep an eye on the internal figures (1) as you go, and switch tabs with (2).
2. Under Source (3), choose Template to base the agent on one of your templates, or Custom to describe it from scratch. A template fills in its name, its description and the smallest environment it needs.
3. Set the Name on the proposal, the Quantity and, if it needs one, the Smallest environment.
4. Write What it does, and under How it works list its steps, one per line: what starts it, what it reads, what it does, what it hands over and to whom, and what waits for a person's approval. The client reads both under What we'll set up, so write them for the client.
5. Estimate its usage per agent per month: Model spend (USD, provider cost) (4), with Light, Moderate and Heavy presets, then Web searches / reads, any Other cost (USD) such as your own time, and whether it gets an Own mailbox. If you can only estimate model spend as a range, type the low figure first and the high figure in Max. The proposal then quotes a range (see Quote a range).
6. Leave Monthly price per agent (5) blank to use the suggested price at your margin, or type your own. Add a one-time Setup fee per agent if you charge one.

Under the fields, a line breaks down what one copy of the agent costs you (hosting, model, mailbox, web, plan fee, plan credits and other) and what it earns.

List the integrations#

Under the agents, Integrations lists the platforms, APIs and MCP servers the agents connect to, such as the client's CRM, calendar or a database. Click Add integration, give it the name the client knows it by, choose its type (Platform, API or MCP server) and say in a line what the agents do with it. Under Managed by, choose who owns and runs the account: Your team (the default) or The client. Then click the agents that use it under Used by, or pick them from an open agent's Connects to.

Under What we'll set up, the document says which tools each agent connects to, then lists every integration with its type, its description and who manages it ("Managed by" your company's or the client's name). Integrations do not change the price: put any cost of connecting one in the agent's Other cost or Setup fee.

Set your margin and pricing#

The Pricing tab holds the settings for the proposal as a whole.

1234

1. Set the Target profit margin (%) (1): profit as a share of the price. At 60%, a cost of 40 sells for 100.
2. Pick what to Round prices up to and an Engagement setup fee on top of the per agent fees.
3. Under Discounts, click Add discount for each one. Give it a name, such as "Founding agency offer", choose % or an amount, and what it comes off: the Monthly fee or the Setup. For the monthly fee, choose which months: Every month, the Months paid in advance (the months a payment carries two or more of), or The first months. An amount comes off each month it applies to. A setup discount can also come off the one-time fees of the add-ons the client ticks. Once you have payment plans, choose Every plan or the plans it applies to. A discount on every plan that comes off every month, or off the setup, is part of the price itself: the document prints it under the subtotal, as "Founding agency offer (10% off)", or "Discount (10%)" without a name. Any other discount shows in the payment options, on the plans it applies to.
4. Under Payment options, set how long Setup takes, in days or weeks. Go-live is the signing date plus that time, the monthly fee starts at go-live, and the document says how long setup takes. Then add the ways the client may pay: click Add plan, or start from Setup, then monthly, Setup, then months upfront, Full upfront or Deposit, then monthly. A plan is a list of payments. For each one, choose how much of the setup it carries (none, a share, an amount, or the rest), how many months of the monthly fee it carries (or Rest of term), and when it is due: At signing, At go-live, a number of Days after signing, or When its months start. The months no payment carries are charged monthly from the start of each, and setup no payment carries is added to the earliest payment. Switch on Recommended for the plan you want to point the client to. Under each plan, a line shows when the client pays what, the total, what its discounts save, and the profit you keep after Stripe's fees. With no plans, the client pays the setup at signing, then monthly from go-live.
5. Under Optional add-ons, list extras the client can opt into. Click Add add-on, give it a name, its prices and a line describing it. An add-on can have a One-time price, a Per month price, or both, for example 500 one-time plus 100 a month for a build that is then run monthly. Leave a price blank when the add-on has none of that kind. When an add-on only works with another, pick it under Requires: ticking the add-on on the client link ticks what it requires too. Drag an add-on by its handle, or use its arrows, to change the order the document lists them in.
6. Choose Your Qoren plan (2). It sets the mailbox price and the limits the proposal is checked against.
7. Set Plan fee charged to this client (%) (3): how much of your plan's monthly fee this client carries. It starts at 100. Set it to 0 when your other clients already cover the plan.

8. Choose Where the agents run: Shared packs them into the cheapest mix of environments that fits, One each gives every agent its own environment. Then choose how Model usage is paid: from your Qoren balance, or with the Client's key, which leaves model costs out entirely.
9. Decide what the document shows (4): each agent's price, and whether the subscription, model usage and web searches appear as lines of their own.

If your client will pay on the client link (see Take payment through Stripe), switch on Collect payment through Stripe under Collecting payment. Stripe's fees then count as your cost: on each monthly charge, on the setup fee, and on each payment of a payment plan. They start at Stripe's standard card rates for the proposal's currency; use International card for a client paying with a card from another country, or type your own rates. Your profit and margin include the fees, the Profit by agent table shows them as Payment fees, and the client never sees them.

Further down, Environments lists what the agents need, and Profit by agent shows each line's cost, price and monthly profit. Warnings appear under it: an agent priced below its cost, a discount that makes the proposal lose money, a payment plan that loses money, a plan that leaves part of the setup out of its payments or charges for months past the term, an agent that needs a bigger environment than your plan allows, or more environments than your plan includes across all your clients.

How the price is worked out#

• Costs come from the live rate card. Hosting, model usage (with Qoren's model markup), mailboxes and web searches are priced in credits at the current rates and valued at the retail credit price, what a top-up costs. Hosting is counted for a full month of running around the clock. Treat the cost as a ceiling: what you actually pay depends on real usage. See how credits work.
• Your margin sets the price. Each agent's suggested price is its cost divided by one minus your margin, then rounded up to your rounding step, so rounding never eats into your margin. A price you type by hand always wins.
• The plan fee passes through at cost. The share of your plan fee this client carries is split across their agents and added to both the cost and the price, with no margin on top. That is why the overall margin in the strip can sit below your target. The same share of your plan's monthly credits pays down the agents' usage, so usage inside the plan's grant does not add to the cost. The plan is counted at its list price.
• Separate lines move money, not the total. With Show the subscription as its own line on the document, the plan share comes out of the agents' prices and appears as Platform subscription. AI model usage and Web searches work the same way, priced at your margin. The monthly total and your profit stay the same, give or take rounding.
• Add-ons are extra. Optional add-ons on the Pricing tab are listed for the client to opt into and are not in the totals. On the client link, the client can tick them, and the price they see includes the ones they ticked.
• Payment plans share one price. Every plan starts from the same monthly fee and setup; a plan only changes when each part is paid and what its own discounts take off. For example, with a 1,100 setup, 500 a month over three months and two weeks of setup: Full upfront with 50% off the setup is one payment of 2,050 at signing; the setup at signing and the three months at go-live, 20% off the months paid in advance, is 1,100 then 1,200; the setup at signing then monthly is 1,100, then 500 at go-live and at the start of each month after.

Quote a range#

When at least one agent's model spend has a Max, the proposal is priced twice: once with every agent at the low end of its model spend and once at the high end. Everything that depends on model usage becomes a range, such as $120.00 to $180.00. That covers the agent's price, the AI model usage line, the monthly fee, the total over the engagement, and your cost and profit in the internal figures. Figures that do not move, like the setup fee, stay as one number.

• A price you type by hand is the same at both ends, so only your cost and profit move.
• With the Client's key, model usage is not in the price, so there is no range.
• The client document adds a note that a range depends on how much AI model usage the agents need.
• The proposals list shows the monthly fee as a range too.

Draft it with AI#

Generate with AI, in the header, writes the proposal for you, section by section in the document's order. The menu offers:

• Tweak what is here: describe a change and the writer revises what is already on the proposal. It is available once there is an agent to write about.
• Under Start over: The text writes every section about the agents already on the proposal: the promise and summary, where the client stands, what each agent does and how it works, access and data, the outcomes, the deliverables, what the monthly fee covers and the timeline. The agents and their prices stay as they are. Everything, agents included drafts the agents, their sizes and usage and where they run first, then writes the text about them.

Choosing one opens a dialog. The writer needs an active Qoren plan, and each run uses your account's AI usage like any other model call. When that usage runs out, the writer asks you to add credits before it runs again.

1234

1. Switch between Tweak and Start over (1), and pick Text or Everything (2).
2. For a tweak, write What should change? in your own words.
3. Fill in the Brief (private) (3): discovery notes, the client's goals, constraints and current tools. Starting over with everything needs a brief, since the agents are drafted from it; writing the text needs at least one agent on the proposal. The brief is saved with the proposal and never printed.
4. Optionally click Attach files (4) to add images, Markdown or text files, CSV or JSON data, or PDFs, such as meeting notes, the client's request for proposal or an export from their analytics or CRM. Save a spreadsheet as CSV to attach it. The writer quotes figures from a data file exactly as they appear in it and does not work out new ones. Files stay attached while the proposal is open and are not saved with it.
5. Click Generate or Tweak. You can hide the dialog and keep working while it runs, or Stop it. The proposal changes only when the writer finishes.

The writer drafts as the company on your Your company tab. It never sets a price: it proposes agents and their usage, and the prices follow from your costs and margin. It estimates model spend as one figure; a range you set survives a tweak as long as the writer leaves the low figure as it was. Pricing settings stay as they are, and agents that survive a tweak keep their price, setup fee and other cost.

It puts the depth where your client decides: what each agent does and how it works step by step, what the agents can reach and through whose accounts, and outcomes explained in a sentence or two. It writes access and data only from what the proposal says about the tools, who manages them and where the agents run, never claims such as certifications, so check those lines against what you actually offer. It quotes your status quo figures exactly and never invents numbers. Starting over replaces the text it writes, including text you edited, and fills in the goal and deliverables only where they are blank; your extra pages and the status quo stay. Starting over with everything also replaces the agents, including any prices you typed. It writes an extra page only when your brief or tweak asks for one. There is no undo, so duplicate the proposal first if you want to keep the old version. Always read the result before it goes to a client.

Review it with AI#

Review with AI, next to Generate with AI in the header, reads the whole proposal with its prices and your margin before you send it. It works in two steps, and the first one changes nothing.

1. Click Review with AI, then Review. The reviewer returns a short verdict and a list of flags, most serious first, each marked high, medium or low. A flag says what is wrong, where on the proposal it is, and why it matters. It looks at five things:

• Consistency: text that disagrees with the agents, integrations, pricing, term or dates, and anything missing.
• Client value: whether the outcome is clear and the return is argued for this client.
• Agency risk: open-ended commitments, scope creep, integrations nobody is responsible for, weak terms, a model spend range priced as one figure, discounts that eat the margin.
• Profitability: whether the margin holds up against the work and against the value the proposal claims.
• Clarity: vague, confusing or repetitive copy.

2. Tick the flags you want fixed (all of them are ticked at first) and click Propose fixes. For each flag the reviewer proposes one change, and the dialog shows what it would change on the proposal as it stands now: the text or setting before and after, and the effect on your price, profit and margin. A fix that would change nothing, or that needs a decision only you can make, is marked Can't apply.
3. Click Apply on a fix, or tick the ones you want and click Apply fixes. They save with the proposal like any other edit.

You can keep editing between the steps, and you can hide the dialog while a run is going. The flags and fixes stay in the dialog until you run another review, and are never saved. There is no undo, so duplicate the proposal first if you want to keep the old version. Like the writer, each run uses your account's AI usage, and only someone who can add or edit proposals can run it.

Write the document#

The client document reads in the order a buyer decides. A cover comes first, on a page of its own: your letterhead, the title and a one-line promise, who the proposal is for and until when it is valid, the summary, and the proposal at a glance: how many agents, how soon they go live, the monthly fee and the term. When model spend makes the monthly fee a range, the cover says "From" its low end. Then come the sections, numbered as they print:

1. Where you are today: the problem in your client's words, their figures (the status quo) and what they want to change.
2. What we'll set up: an introduction, a diagram if you add one, each agent with what it does, how it works step by step and the tools it connects to, the tools themselves, and access and data.
3. What changes for you: the outcomes, how they will be measured, and the deliverables.
4. How we'll deliver: the timeline, and how you and the client work with the agents.
5. Investment, on a new page: the prices and totals, what the monthly fee covers, the optional add-ons and the ways to pay.
6. Terms and next steps: the term, how long the offer stands, your terms and the next steps.

Each fact prints once: an agent's description and tools under What we'll set up, its price under Investment. A section with nothing in it is left out.

The Document tab follows the same order, one group per section:

• Cover: the Title (blank prints none; in most browsers it also names the PDF), the Promise, one line under the title on what changes for the client, and the Summary, the gist in one or two short paragraphs.
• Where you are today: the Problem, the Goal and the Status quo (see below).
• What we'll set up: an Introduction, a diagram, and Access and data: what the agents can reach and through whose accounts, where they run, what waits for approval and how access is withdrawn. Write only what is true for this client. Each agent's description, how it works and the tools it connects to are on the Agents tab.
• What changes for you: Outcomes, what should change for the client and why, a sentence or two each, and Deliverables, the concrete things they get. Drag a line by its handle, or use its arrows, to reorder it. Under the outcomes, the document adds How we'll measure it: each status quo figure you gave an expected value, with where it stands today and what it should become.
• How we'll deliver: the Timeline (see Plan the timeline) and How we work together.
• Investment: What the monthly fee covers. Prices, payment plans and optional add-ons are on the Pricing tab.
• Terms and next steps: your terms, and the Next steps the document ends on, numbered in order. Until you change them they are the usual three: accepting (and paying, when you take payment through Stripe), setting up the agents, and going live. Edit a step, drag it or use its arrows to move it, remove it, or click Add step, and the list becomes yours; Use the usual steps puts the usual ones back. Remove them all and the document prints no next steps. The document also adds the term and the valid until date.
• Extra pages, Page and Section order (see below).

How we work together says who works with the agents, where, and what for. Click Add for your team or Add for the client; each line starts with a sentence you can rewrite. For example, your team runs the agents day to day, receiving their regular output and reviewing their work, while the client asks them questions and steers their direction in Slack. Pick or type the Channel (Slack, Microsoft Teams, Telegram, WhatsApp, email), or leave it blank to keep it general. The document prints each line under your company's or the client's name, with the channel beside it.

Investment prints its parts in an order you choose: the prices and totals, what the monthly fee covers, the optional add-ons and the ways to pay, in that order unless you change it. Under Investment on the Document tab, Order lists them: drag a part by its handle, or use its arrows, to move it, and Reset order puts them back. A part with nothing in it, such as add-ons when you offer none, keeps its place but prints nothing, and the list says so. The prices and totals always print together, with the note on model usage under them. To change the order inside a part, drag the included lines by their handles, or use their arrows, in the same group, and the add-ons on the Pricing tab.

Show where the client stands today#

The Status quo puts your client's starting point on paper before you say how the agents will change it. Selling an SEO agent, for example, you might show their search impressions over the last six months, a screenshot of the Search Console graph, and a note on what is behind the numbers and how you expect them to move. It prints under Where you are today, after the problem and before the goal.

1. On the Document tab, under Where you are today, find Status quo and click Add figure, Add image or Add note.
2. Give it a Heading of your own if you like (the section's heading always prints; blank adds none) and an Introduction.
3. Open a block to fill it in:

• A figure is What it measures, its Value as it should print (12,400, 3.2% or $4,100), the Period it covers and its Source, with an optional Source link. Switch on Show an expected value to add what it should become and by when ("30,000 in 6 months"), and Show a chart of how it got here to draw a small line chart: add a point for each period, oldest first, or paste two columns from a spreadsheet under Paste rows from a spreadsheet.
• An image is a PNG, JPEG or WebP, such as a screenshot of a report. It is scaled down to at most 1,600 pixels on its long side and stored with the proposal. Add a Caption and a Source, or click Replace image.
• A note is a paragraph or two of your own, such as why the numbers look the way they do.

4. Drag blocks by their handles, or use their arrows, to change the order. Figures that follow one another print side by side, and two small images share a row.

The status quo holds up to 24 blocks, 8 of them images. Quote figures as your client's own tools report them and name the source, so your client can check them. The AI writer reads the status quo when it writes the rest of the document and may refer to its figures, but never changes them or adds figures of its own. An image you remove is deleted a day later, unless the client link still shows it.

Plan the timeline#

The Delivery timeline prints as a line down the page from the day the proposal is signed: each phase in order, with the weeks it runs in counted from signing (Week 1, Weeks 2 to 6), its length, what happens and its milestones, and a diamond at go-live. Phases that run at the same time show overlapping weeks. Go-live is the Setup time on the Pricing tab, and the timeline can carry on past it into the first months of the work, for a first report or a review. A long timeline continues on the next page between phases.

1. On the Document tab, under How we'll deliver, write the Approach printed above the timeline, then click Add phase.
2. Give each phase a name, a Length as a number of days, weeks or months, and What happens, printed under its name on the timeline.
3. Phases run one after another. Switch on Starts with the previous phase for a phase that runs alongside the one before it; the next phase then starts when both have finished.
4. Under Milestones, list what is done by the end of the phase, one per line. With Show milestones on the timeline on, each prints with a tick under its phase.

A phase without a length, which suits ongoing work, prints in its place with the week it starts in (From week 6) and its length as you wrote it, such as Ongoing. Plans of two weeks or less count days, and plans over six months count months.

Add a diagram#

What we'll set up can carry a diagram, and so can an extra page: a picture of a workflow, of which agent does which task, or of how the agents connect to your client's team and tools, drawn in plain words for a reader who is not technical. The AI writer draws one for What we'll set up where a picture explains more than text, from scratch for each proposal. To ask for one, click Add a diagram under What we'll set up or on an extra page: the AI dialog opens with the request started, and you finish the sentence with what it should show. To draw one yourself, click Draw it yourself: it starts with the box that sets the work off and the result, and you build it up in the preview.

Hover a diagram in the preview for two buttons:

• Edit makes the diagram editable where it stands. Click a box to change its words, its detail, its kind (AI agent, person or team, app or tool, information, step, decision or result) and its area, or to add the next step after it, connect it to another box, or delete it. Click an arrow to change its words, turn it round or delete it. The bar above the diagram adds a box, manages the areas (the lanes that show who does each step) and removes the diagram, and you click the caption to change it. Undo and Redo on the bar (or Ctrl or Cmd + Z) take back any change while the proposal is open. Done, or Escape, finishes.
• Regenerate with AI redraws that diagram alone. Say what should change, such as "show the approval step" or "fewer boxes", or leave it blank to draw it afresh. Nothing else in the proposal changes, and Undo, which then shows on the diagram, puts the old one back. While it draws, Generate with AI waits.

You never place anything: diagrams are laid out automatically to fit the page size you print on. The work runs in steps down or across the page, each area (such as Your team or Your AI agents) is a lane showing who does what, a step that goes back, such as a No from a decision, loops back beside the boxes, and a key names the kinds of box the diagram uses. On the Document tab you can also correct the Caption, each box's words and kind and the words on each arrow, or click Remove diagram.

Add extra pages#

Under Extra pages, click Add page for anything the template does not cover, such as About us, a case study, or security and data. A page has a Title, an optional Subtitle, Text, Points and an optional diagram. It prints after How we'll deliver unless you move it with the section order. The AI writer writes an extra page only when you ask for one.

Under Headings, rename any heading the document prints: each section's title, such as Where you are today, and the headings inside it, such as What you want to change, What you get or Ways to pay. Each field shows the usual name until you type a new one, and clearing it brings the usual name back. The new names show on the document, on the Document tab and in the section order.

Edit it on the page#

You can also edit the words straight on the document in the preview on the right. Click a piece of text to edit it where it stands: the title, a heading, the promise, the summary, the problem, the goal, the introduction to what you'll set up, an agent's name or what it does, an integration, a deliverable or an outcome, a How we work together line, an included line, an add-on, the terms, a next step, the status quo's heading, introduction, notes, captions and each figure's words and value, the timeline's phase names, what each phase does and its milestones, and each extra page's title, paragraphs and points. Press Enter or click away to keep the change, and Esc to put the text back. Where the text has paragraphs, Enter starts a new line and Ctrl+Enter (Cmd+Enter on a Mac) keeps it. To remove a list item, clear its text or click the bin beside it. The change saves like any other and shows on the tabs at once. Prices and totals come from the pricing, so they are not edited on the page, and nothing you edit with shows when you print.

In the preview, hover a part of Investment (the prices and totals, what the monthly fee covers, the add-ons or the ways to pay) to show a bar of its own. Use its arrows, or drag it by its handle, to move the part up or down within the section, as with Order on the Document tab.

To give the fields more room, hide the preview with the button at the right end of its bar. Show preview brings it back. To read the document at its full page width, expand the preview with the button beside it: the tabs and fields give way to a slim rail, and you can still edit the words on the page. Show editor, or the same button in the preview's bar, puts the two side by side again. The builder remembers your choice in this browser, and printing still prints the whole document either way.

Arrange the sections#

123

1. On the Document tab, find Section order (1). It lists the sections that follow the cover, which always comes first, and each extra page by its title.
2. Drag a section by its handle, or use its arrows, to move it. You can also hover a section in the preview to show its bar (2) and move it from there; on a list, the bar's + adds an item.
3. A section with nothing in it keeps its place but prints nothing, and the list says so. Reset order puts the sections back in the usual order.

To use an order again, click Save order as template (3), name it and click Save template. Tick Use for new proposals to make it the default every new proposal starts with. Templates belong to your account, so everyone who can edit proposals shares them. Click Apply on a template to put the open proposal in its order, Make default or Clear default to change which one new proposals use, or the pencil and bin to rename or delete it. Saving under a name a template already has replaces its order. A template keeps the extra pages together as one block, since each proposal has pages of its own. An order saved before the cover and sections existed opens in the usual order.

Print it or save it as a PDF#

1234

1. On the Document tab, choose the Page size (3), from A4, US Letter, US Legal, A3 or A5, and the Orientation. The preview (4) lays the document out on pages of that size, starting a new page wherever the next block would run over the foot of one, and the PDF breaks in the same places. A table row, a point, a paragraph or a timeline phase never splits across two pages, and a heading always starts a page with what follows it. Where the preview is narrower than the page, it shows the pages scaled down; expand the preview to read them at full size.
2. To shape the pages yourself, hover a section, or a part with a heading of its own such as What you get, in the preview and click the page break button in the margin to its left. It starts a new page there, and the page before keeps its full size with room left at its foot. The button stays in the margin while the break is on; click it again to take the break away. By default the cover has a page of its own and the investment starts a new one; those breaks are on the first section's and the investment's buttons, and you can take them away too. The client link and the PDF break in the same places.
3. Click Print or save as PDF (2). Your browser's print dialog opens, set to print only the client document. Print it, or choose to save it as a PDF.
4. Send the document to your client the way you normally would.
5. Set the proposal's status in the header (1): Draft, Sent, Accepted or Declined. The status is your own bookkeeping, used by the filters and the totals on the list, and you set it yourself: creating a client link does not change it. The one exception is the client accepting on the link, which marks the proposal Accepted.

Send the client a link#

Instead of a PDF, you can send the client a link to the proposal. They open it without an account and read the same document, then tick the optional add-ons they want, comment on its lines, ask for changes, or accept it.

12345

1. Open the proposal and click the Client link tab.
2. Click Create client link. The builder saves the proposal first, then makes the link.
3. Click Copy (1) and send the link to your client the way you normally would. Open shows you what they see.
4. Creating the link leaves the proposal's status as it is. Once you have sent it, set the status to Sent in the header if you track it.

The client sees a copy of the proposal as it was when you created the link: the document, the prices and nothing else. Your costs, margin, private brief and the internal figures never reach the link. When you change the proposal afterwards, or Qoren's rates change, the tab says the client sees an older version (2). Click Update the client's version to send them the current one; the add-ons they ticked carry over. Below the link, the tab lists the add-ons the client ticked (3) and what they sent: the message of each request, and each comment they left on a line, under the words of the line it is about. Each is its own item with Mark handled (4), so you can deal with comments one at a time; Show handled brings back the ones you have marked. The count on the tab is how many are still open.

Clients can comment on lines of the proposal unless you turn off Let the client comment on lines (5). It takes effect on the link at once, without updating the client's version. With it off, the client can still ask for changes in a message, and what they sent before stays in their history.

12345

The client reads the proposal on pages of its page size, as it prints. Scroll (4) runs through every page; Page by page shows one page at a time, sized to fit the screen, with arrows either side and the arrow keys to turn the pages. On a wide screen, the contents down the left (5) list the cover and each section with a dot, and follow along as they read: the section they are in shows the headings inside it, with smaller dots, and clicking any of them goes straight there.

Beside the document, Your price shows the monthly fee as the cover gives it and the one-time setup; the full breakdown is under Investment in the document. When the proposal offers more than one way to pay, the client switches between them there, each with what it comes to over the term, and sees the total, what is charged when, and what the option saves. Accepting starts on the option they last looked at. Under it are the optional add-ons, a line each with its price, ticked the same as in the document. A list of more than five shows its first three, then a button to show the rest, such as Show 4 more, 1 ticked. On a phone the proposal runs as one column without pages or contents, the price and the buttons come after it, and a bar at the foot of the screen shows the price with Review and accept (Review comments once they have commented), which takes the client to them.

On the link, the client can:

• Tick add-ons. Ticking one under their price, or in Optional add-ons in the document, adds it to their price at once (1): its monthly price to the monthly fee and its one-time price to the setup, so an add-on with both adds to each. Your discounts and payment plans apply to the new totals as they do to the rest. You see what they ticked under Add-ons the client ticked.
• Request changes (3). They write what they would like changed, and any comments they left on lines (below) go with it. They can leave their name and email. Everyone in your account who can edit proposals gets an email, the message and each comment show under Change requests on the tab, and the proposals list says Changes requested. Click Mark handled on each once you have dealt with it.
• Accept proposal (2). They type their name, keep or change the add-ons, and choose one of your payment options, each with what it charges and when. Qoren records who accepted, when, the add-ons, the totals and the plan they chose, marks the proposal Accepted and emails your team. Unless you take payment on the link (below), the client is told you will be in touch about payment.

1234

The client can also comment on a line as they read, unless you have turned comments off. Pointing at a line of the proposal, such as a paragraph, a heading, a row of a table or a figure, shows a comment button in the page's margin beside it; on a phone they tap the line first. The button opens a box under the line for their comment (2). A line with a comment stays highlighted, and its mark in the margin (1) opens the comment again to change or delete it. The comments are listed beside the document under Comments to send (3), where clicking one goes to its line. They stay in the client's browser until the client sends them with Request changes, which then needs no message of its own. While there are any, Accept proposal is off (4): the client sends them, or deletes them to accept the proposal as it is. You get each comment in the email about the request, and as its own item on the tab, after the words of the line it is about.

1234

Beside the document, History (2) shows what has happened on the link, newest first: each time you shared or updated the proposal, with a way to see what changed (4), and what was sent through the link, each message and comment marked Sent, or Handled with the date once you mark it handled (3). Anyone with the link sees it, with the names people gave but never their email addresses; a new link starts with an empty history. Lines with comments sent keep a quieter mark in the margin (1), which opens what was said about the line, with whether it is handled, and room to add a comment. The page checks for news every half a minute, so a comment you handle shows without a reload.

12

Each time you update the client's version, Qoren keeps the copy the client saw until then, up to the last 10. In the history, See what changed on your latest update compares the proposal with the version before it, and See what changed since then compares it with an earlier one. Lines that are new or changed are tinted green in the document with a bar in the margin, and listed beside it (1) with their section and what they said before (2); clicking one goes to it. Lines taken out are listed too. A client who comes back after an update is told so, with a button to see what changed since the version they last opened.

Once a client accepts, the link shows what they accepted and takes no more changes. It can no longer be updated either: to send a revised offer, duplicate the proposal and send a new link.

To stop a link working, click Turn off link, then Turn off. Anyone who opens it sees that it is no longer active. Create a new link makes a link with a different address; the old one never works again.

Take payment through Stripe#

Your client can pay by card as soon as they accept, through your own Stripe account. Stripe pays the money out to you on your usual schedule, and Qoren takes no cut. Stripe's fees are yours, and you can count them in your price on the Pricing tab.

1. On the Client link tab, under Payment, click Connect Stripe and sign in to your Stripe account, or create one. Only the account owner can connect or disconnect it, and one Stripe account serves all your proposals.
2. On the Pricing tab, switch on Collect payment through Stripe for each proposal the client should pay on the link.
3. Send or update the client link as usual.

When the client accepts, the button that confirms it reads Accept and pay, and they go straight to a Stripe payment page for the plan they chose. Before they accept, the page tells them what they pay now and what their card is charged after:

• What is due at signing is paid there: the setup, the add-ons' one-time prices and any months the plan has due then. When the plan has nothing due at signing, the page only saves their card, and nothing is charged that day.
• Each later payment of the plan, such as three months at go-live, is charged to the same card when it falls due.
• The months paid monthly are billed by Stripe at the start of each month until the engagement's term ends, or until it is cancelled for a month-to-month engagement.

A client who closes the payment page can come back to the link and click Continue to payment. When a later payment does not go through, for example because the card was declined or the bank wants the client to confirm it, your team gets an email and the client's link asks them to pay it with Pay now; the plan's later payments then use the card they paid with. Under Payment, the tab shows where the payment stands (waiting for the client, paying on their plan, paid in full, a failed charge or ended), each scheduled payment with its due date, what they paid so far and the fees Stripe kept, with Open in Stripe for the customer in your Stripe dashboard. Your team gets an email when the client's first payment goes through, when a charge fails and when monthly billing ends.

A card is charged one amount, so a price quoted as a range (see Quote a range) cannot be paid on the link: the client accepts as usual, and you settle the price with them. Refunds, receipts and tax are handled in your Stripe dashboard. Disconnecting Stripe stops clients paying on their links and cancels their scheduled payments that have not fallen due, but subscriptions already running keep charging in your Stripe.

Let an agent work on proposals#

An agent can read and write your proposals too, through the Proposals group of the platform MCP. The account owner first allows it in the Agents section of Settings, Team, which sets what any agent may do with proposals. Then switch the group on for the agent's environment, and the agent can list proposals, draft new ones, change agents and pricing settings and the order of the document's sections, price a change before saving it, and set a proposal's status or client. A proposal an agent drafts starts in your default section order template. Its proposals are priced exactly as they are here, and show on your list like any other. Deleting one waits for your approval, and approving it needs your own Delete permission for proposals. An agent working for a client never gets these tools. If the agent changes a proposal you have open, the builder shows its version, or asks first when you have unsaved changes (see When a proposal changes somewhere else).

What Proposals does not do#

Proposals prepares the quote; the rest stays with you.

• It does not send the proposal, email the client or track whether they opened it. You send the PDF or the client link yourself.
• It does not collect signatures or send invoices. A client accepting on the link is recorded, and they can pay by card there when you connect Stripe; otherwise payment is between you and them. For what each client actually costs you once the agents run, see cost per client.
• It does not create agents or environments. When the client says yes, you set them up and assign them to the client as usual.

Want a proposal without an account? The free AI automation proposal generator is this builder in your browser, priced from your own costs rather than Qoren's, without the AI writer or the client link. Its proposals are saved in that browser only. For how agencies use Qoren end to end, see Qoren for agencies.