Customers & Sales
Proposals Your Clients Read, Sign, and Accept Online
Send a link, see exactly what they read, and turn acceptance into a won deal automatically.
In Short
What Is Proposals & E-Signature in IFX Hub?
IFX Hub proposals are shareable web pages with service sections and payment milestones. Clients open a tokenized link, read it, and accept with a typed or drawn signature and a billing cadence — and acceptance marks the linked deal as won without anyone re-keying it.
- Sections & Milestones
- Tokenized Public Links
- Read Tracking
- Online Acceptance
Proposals & E-Signature
Your IFX Hub · Customers & Sales
Sections & Milestones
Build proposals from reorderable service sections and payment milestones, with proposal-level settings.
Tokenized Public Links
Each proposal lives at a private link with no login required. Rotate the link any time to revoke access.
Read Tracking
See every view, section by section, with time spent, device, and referrer — so you know what they actually read.
Online Acceptance
Clients accept with their name, email, a typed or drawn signature, and the billing cadence they choose.
Deal Auto-Win
Accepting a proposal marks the linked deal as won, which can kick off the project and task list.
5 capabilities, on the same records as every other module.
Capabilities
What Proposals Does
The building blocks of this module — shaped around your own fields, statuses, and workflows when we build your hub.
Sections & Milestones
Build proposals from reorderable service sections and payment milestones, with proposal-level settings.
Tokenized Public Links
Each proposal lives at a private link with no login required. Rotate the link any time to revoke access.
Read Tracking
See every view, section by section, with time spent, device, and referrer — so you know what they actually read.
Online Acceptance
Clients accept with their name, email, a typed or drawn signature, and the billing cadence they choose.
Deal Auto-Win
Accepting a proposal marks the linked deal as won, which can kick off the project and task list.
Works With
The Services Behind Proposals
These connections are part of the product. Each hub connects its own accounts, and credentials are encrypted with AES-256-GCM.
Stripe
How It Connects
Proposals Shares Its Records With
Nothing syncs between these modules because they're the same system — one record, one login, one place to change it.
FAQ
Questions About Proposals & E-Signature
Do clients need an account to sign a proposal?
No. Proposals are shared through a tokenized link. The client reads and accepts in the browser with a typed or drawn signature; you can rotate the link to revoke it.
Proposals in Your Hub
See Proposals Running on Your Data
Book a discovery call and we'll show you this module shaped around your fields, workflows, and statuses — and what else your hub should include.