# How to send a proposal

> Create a proposal for a client and site, add priced service lines, preview the honest investment summary, then send it. The client accepts by replying or via a portal link, which forms a binding acceptance and stands up the contract.

URL: https://biloh.com.au/docs/how-to/send-a-proposal
Category: How-to guides | Audience: operator | Updated: 2026-06-25

To send a proposal in Biloh you build it, preview it, and send it for acceptance. You can do every step by chat (ask your AI assistant) or in the web app — the steps are the same.

## 1. Create the proposal

Create a proposal against a **client** and one of their **sites**. If the client or site does not exist yet, create them first (or use the one-step onboarding composite). A new proposal starts in `draft`.

## 2. Add priced service lines

Add a line for each service you are quoting, with its price and — for recurring work — its cadence (weekly, monthly, a multi-visit program, or specific dates). Pricing is captured in integer cents and shown to the client as a clear investment.

## 3. Preview the investment summary

Before sending, preview the **investment summary**. This is the same honest, frequency-aware figure the client will see on the signed agreement and the accept page — visits per year are placed on their true months, not evenly smeared. Previewing here means there are no surprises at acceptance.

## 4. Send it

Sending is deliberately two-step: stage the send for approval, then approve it. On approval Biloh emails the client a branded proposal with a portal link.

## 5. The client accepts

The client accepts by replying to the email or via the portal. Acceptance is captured as immutable legal evidence under the Electronic Transactions Act, and the accepted proposal stands up the contract and its schedule automatically.

## Related

- [What is Biloh?](/docs/getting-started/what-is-biloh)
- [Connecting Biloh over MCP](/docs/reference/mcp-overview) — to do all of this by chat.