Proposals with public link.
Sending a proposal as a PDF and waiting for the client to reply by email is slow and inefficient. With Temprofit you can create a professional proposal, share a link and have your client approve it with a single click — no login, no signup, no friction.
Create a proposal
Title and client
Give the project a title (e.g. 'Corporate website redesign') and fill in the client details. You can pick an existing client or type in a new prospect's details — no need to create them first.
Scope and description
Write a detailed project description: deliverables, timeline, phases. This text appears on the public page your client sees.
Line items and pricing
Add lines with description, quantity and price. The total is calculated automatically. Choose currency and a validity date.
Terms and conditions
Add your conditions: payment terms, deadlines, what's included and what's not. Everything appears at the bottom of the public proposal.
Share with your client
Each proposal has a 🔗 button that copies the public link to your clipboard. Send it via WhatsApp, email, Slack or however you like. Your client opens the link in their browser (no login, no account) and sees a professional page with your logo, brand colours, project scope, price lines and your terms.
Approve or decline
The public page has two buttons: ‘Approve proposal’ (green) and ‘Decline’ (grey). When your client approves, the status automatically changes to ‘Accepted’ in your Temprofit. If they decline, it changes to ‘Rejected’. No need to keep checking — the status updates on its own.
Status tracking
Each proposal goes through these statuses: Draft → Sent (when you copy the link) → Viewed (when the client opens the link) → Accepted or Rejected. Everything is tracked automatically without you doing anything.
Sales pipeline
At the top of the Proposals section you see your sales KPIs: total proposals, sent, accepted, rejected, acceptance rate and total accepted value. These numbers tell you if you’re doing enough sales work and if your proposals are competitive.
Convert to invoice
When a proposal is accepted, a ’→ Invoice’ button appears that converts it to a draft invoice with one click. If the client didn’t exist in your client list, they’re created automatically with the proposal data. The proposal lines are copied as invoice lines.