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Proposal Acceptance·FEAT / 00:00

Let Clients Accept Your Proposal in One Click

FirstSlate's client-facing proposal view lets clients read the scope, choose their add-ons, and sign online, without an account, a printer, or a PDF.

Getting a verbal yes is easy. Getting a written, confirmed record of exactly what was agreed — that's where the process usually breaks down. Clients say yes in a meeting, then the PDF sits in their inbox for two weeks. Or they sign something but the version in their email doesn't match the version you have saved. Or they want to change one thing after signing and the whole document needs redoing.

Scope disputes usually don't start on set. They start months earlier, in the gap between a verbal agreement and a documented one.

FirstSlate's proposal acceptance flow is designed to close that gap cleanly. Your client receives a link, opens a branded page on their phone or laptop, reads through the scope and pricing, answers each optional add-on, and signs to accept. The accepted scope, with every line item and every add-on choice, is locked as the agreement. No ambiguity, no lost documents, no version confusion.

And because the acceptance is in the system, it connects directly to the invoice. The moment they accept, you're one click away from sending the bill.

How it works

Scene by scene.

SCENE 00:01

Client opens the proposal link

No account required. They click the link you sent and the full proposal loads on any device — phone, tablet, desktop. Your branding is throughout.

SCENE 00:02

They review the scope

The proposal lays out exactly what's included, with pricing. Optional add-ons appear as clear yes-or-no choices, and the total updates as they answer.

SCENE 00:03

They sign and accept

They type their name to sign and confirm acceptance. The accepted scope is locked, both of you have a clear record of exactly what was agreed, and a signed copy lands in their inbox.

SCENE 00:04

You're notified immediately

You receive an in-app notification and email the moment acceptance happens. The project status updates, and the invoice is ready to generate.

Why it matters

What you actually get.

No account required for clients

The acceptance flow is frictionless by design. Your client doesn't create an account, download anything, or jump through hoops. They click, read, and accept.

Scope is locked on acceptance

The accepted scope, every deliverable, line item, and add-on choice, is recorded as the agreement. You have a clear reference point if scope questions come up later.

Works on any device

Most clients will open your proposal on a phone. The acceptance flow is fully responsive — it looks good and works correctly on any screen size.

Instant notification

You know the moment a client accepts. No waiting to check your email, no following up to see if they read it. The notification comes to you.

First-opened tracking

FirstSlate records when your client first opens the proposal link. If they've opened it but haven't accepted, you know it's been read — which changes the follow-up conversation entirely.

Connected to the invoice

Acceptance flows straight into invoice generation. You're not starting from scratch — the scope and pricing are already there.

Who it's for

Whether you shoot alone or with a team.

01

Producers tired of chasing proposal responses

Knowing whether a client has even opened your proposal is information that changes how you follow up. FirstSlate gives you that visibility.

02

Studios that need documented scope agreements

A clear record of what was accepted protects you when scope creep comes up. And it always comes up.

03

Videographers working with multiple decision-makers

Corporate clients often need to pass a proposal through several people. A link is far easier to forward and review than a PDF attachment.

Common questions

Still have questions?

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