Sales Hub
Deals, proposals, internal approvals, e-signature, and the handover of a signed scope to delivery and billing.
Sales Hub
Create the deal, win it, sign it, bill it
Who can do this
Anyone can run their own deals and draft their own documents. Seeing everyone's, and writing approval rules, needs admin or the lead-management permission.
Before you start
- Nothing to start. Raising the invoice at the end needs the Billing & Finance add-on.
Step by step
- 1
Add the client
Open Sales Hub and add the client from the Pipeline tab, or pick an existing one. This writes the same client record Billing uses, so you never end up with two versions of the same company.
- 2
Create the deal
Click New deal, name it after the client and the work, and set the expected value and close date. The deal is the thread that everything else hangs off.
- 3
Set your approval rules once
On the Rules tab, add a rule like "finance signs off over £5,000" or "anything discounted more than 15%". A proposal is checked against every rule and must clear the ones it crosses before it can be sent. With no rules, nothing is ever held up.
- 4
Build the proposal
From the deal, start a proposal. Add sections — the problem, the scope, deliverables, timeline, pricing, terms — or start from a template. You can also ask the assistant to draft a first version from the deal brief and edit from there.
- 5
Price it
In the pricing section, add lines from your price list or type them. Tick Optional on anything the client chooses, and set a line to monthly or yearly if it recurs. Optional add-ons are shown but left out of the total until the client picks them.
- 6
Submit for approval
Click Submit for approval. Whoever the rules name gets it in their queue. They can approve, request changes with a reason, or reject. Nothing can be sent while it is pending.
- 7
Send the client link
Once approved, click Send. The client gets an email with one link — no account, no login. They read it, ask questions against individual sections, tick the add-ons they want while the total updates, and accept by typing their name. You see when they opened it and how often.
- 8
Generate the agreement
When they accept, click Generate the agreement. The scope and the lines they actually chose carry across verbatim, so the contract and the proposal can never disagree. The sales pitch does not come with it.
- 9
Collect the signatures
Add signers and give them an order. Send for signature and each gets their own private link — a signer's link stays shut until everyone ahead of them has signed. When the last signature lands, the agreement locks and can never be edited or deleted by anyone.
- 10
Hand it to delivery and billing
Click Hand over to delivery and the deliverables become a project with milestones and tasks. Click Invoice to raise a draft for the full amount or a deposit percentage. The deal moves to Won on its own.
- 11
Record the renewal
On a signed agreement, set when it ends and how much notice it needs. You get warned before the notice window closes, and can open a renewal deal from the reminder in one click.
Worth knowing
- Editing a proposal after it has gone out sends it back round the approval loop and stops the old client link from opening. That is deliberate — the client has seen the old one.
- Use the assistant to explain an agreement in plain language or flag unusual clauses before a client does. It is a drafting aid for a human reviewer, not legal advice.
- Every signature keeps a certificate with the time, the typed name and the network address, rendered from an append-only trail.
Common questions
Can a proposal be sent without approval?
Not if it crosses a rule you have set. Sending is refused with an explanation until the approval chain clears.
Does the client need an account?
Never. One unguessable link, rate-limited and kept out of search results.
Can I change a signed agreement?
No. It locks on the last signature. That is the point of signing it — create a new document instead.
Do I need the Billing add-on?
Only to raise the invoice. Deals, proposals, approvals, signatures, the repository and the project handover all work without it.
Still stuck?
Send us the details and it becomes a tracked ticket with a reference you can follow.