Proposal Confirmation

An email is usually sufficient for confirmation.

Using "Share proposal", you can retrieve the link through which the client can confirm the proposal online.
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1. Online Confirmation Link
Send the link for confirmation to customers via email and/or PDF. The short accompanying text is standard and customizable per proposal here.
2. Customer Confirms
The recipient or another person in the company confirms online (with name, email, and signature)
3. Proposal is Set to Confirmed & Contractor Notified
The person chosen as "Internal Contact" in the proposal is notified, a note is created in the proposal, and the proposal status is set to "Confirmed".

Automate Link via Variable for Proposal PDF or Email
To automatically send the link for online confirmation with the proposal, use the standard email text variable "Link/Online Confirmation Proposal". The variable can also be inserted situationally at the time of sending.

Allow/Block Online Access
With the sending, access via link is automatically activated – likewise when using the link in the proposal's closing text. Otherwise, access must be consciously activated, as known from sharing the project report.

A signature area can be integrated directly in the proposal's closing text or placed on a separate page for the proposal confirmation. To do this, consider the proposal confirmation content in the closing text in the settings under "Leads & Proposals" > "Proposals".

Example: 

---Example for Copying: Please insert the variables at the yellow spots with"{" ---


We look forward to your confirmation online (via link) or by email.

Kind regards,
Internal Contact Name, Email, Tel.

---
PROPOSAL CONFIRMATION


Option to confirm online
Link/Online Confirmation Proposal


Option by Email
Hereby, as the client, I confirm the proposal Proposal Number
dated Proposal Date for the amount of Net Amount net and place the order:

Client
Recipient Address




____________________________________________________
Date



____________________________________________________
Signature


--- End of Example ---


Note: The terms "proposal confirmation" and "order confirmation" are often confused. > Here we clarify the difference between confirming a proposal and confirming an order

Order confirmations or delivery notes are used less frequently. They are not legally required and therefore not mandatory in MOCO, and can be used as needed.

An order confirmation should not be confused with a proposal confirmation/order placement. After the customer has confirmed the proposal, you as the contractor confirm the diligent execution of the commissioned services to the customer with the order confirmation document. » Confirm Proposal – Confirm Order. That's the Difference.

Create Order Confirmation
Select "Order Confirmation" at the top right of the proposal (see illustration) → Confirm or adjust accompanying text → An order confirmation is created from the proposal and the proposal status is automatically set to "confirmed". The standard accompanying texts can be predefined in the settings.

Commissioned services differ from the proposal?
The order confirmation should be considered merely as an optional additional document. The proposal is always invoiced. Therefore, in case of deviations, adjust the proposal and then create the order confirmation. The changes will be tracked through the change log.

Change Log – Version Traceability
For version traceability, a change log can be accessed below the proposal, similar to invoices. Alternatively, the downloaded proposal PDF can be stored below the proposal under "Notes & Files" before adjustment.

If a service provider ships goods, they usually want to create a delivery note as an accompanying document for the goods. The delivery note helps the customer to directly check and assign the scope and type of the ordered goods upon receipt.

The invoice is usually sent separately from the delivery note – or there may not be one at all, e.g., when a sample is sent.  » Standard Information on the Delivery Note and Other Information

Create Delivery Note
Select "Delivery Note" at the top right of the proposal (or invoice) → Confirm/adjust accompanying text and select items → The delivery note is created and can be printed directly or sent by email. It is always accessible referencing the proposal or invoice.

Set a confirmed proposal to "Confirmed" (happens automatically if a confirmation of order is created) and directly create the project:
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If you work with leads or have already created the project, you can also assign the proposal afterwards
» Detailed information on creating projects from leads/proposals.