Win new clients with professional, branded proposals. Add services, adjust pricing, and send - all from one place. When clients accept online, everything downstream kicks into gear automatically.
No more Word documents, email attachments, and manual follow-ups. Proposals in Sodium are tracked, signed, and actioned - all in one flow.
Creating a proposal starts with selecting the services the client needs. Pricing is pulled from your service definitions, but you can override it for individual clients when needed.
The proposal automatically includes:
Proposals use the design themes you've configured in the content management system. Your logo, colours, and fonts are applied automatically, so every proposal looks professionally designed.
Generate a PDF preview to see exactly what the client will receive. Make adjustments, regenerate, and send when you're happy with the result.
When you send a proposal, the client receives an email with a secure link. They can:
No printing, scanning, or posting required. The entire process happens online, and you're notified the moment they accept.
The proposal acceptance flow doesn't just cover the proposal itself. Clients also review and sign the engagement letter as part of the same process.
Engagement letter content is pulled from the content management system, with service-specific terms automatically included based on what they're signing up for.
One signature, two documents. The client signs once and accepts both the proposal and engagement letter together.
Need to send an engagement letter without a proposal? That works too. Engagement letters can be created and sent independently when you don't need the full proposal flow - for example, when renewing an existing client's terms.
Once a proposal is signed, Sodium takes care of the paperwork. A copy of both the proposal and the engagement letter is automatically saved to the client's documents folder, giving you a permanent, searchable record without any manual filing.
The client also receives a copy by email for their own records. This is fully configurable - you can turn the email off entirely, or customise the wording to match your firm's tone.
Want to get Direct Debit mandates set up from day one? Configure your proposal acceptance flow to include Direct Debit setup as an optional step.
The client's journey becomes:
By the time they've finished, they're fully onboarded and ready for billing - no additional back-and-forth required.
Compliance can be handled as part of the same flow. Configure your proposal acceptance flow to include AML onboarding as an optional step, and once the client has accepted the proposal and signed their engagement letter, they complete identity verification with Xama before they're finished.
That means a new client is proposed to, signed up, set up for billing, and verified for AML - all in one uninterrupted journey. Turn it on under Settings > Proposal settings.
When a proposal is accepted, Sodium doesn't just update its status. It triggers everything you've configured for those services:
Your team immediately knows what needs to happen for the new client without anyone having to set things up manually.
If you run a sales pipeline, proposals feed it automatically. Switch on Add Client to Sales Pipeline in your proposal settings and the first time a proposal goes out to a client, they land on your pipeline by themselves - card on the board, intake tasks created, follow-ups scheduled.
Every quote you send becomes a deal you're tracking, with no double-entry between your proposals and a separate CRM. And when the client accepts, the prospect becomes an active client on the same record - the pipeline hands over to delivery without anything being re-keyed.
Know exactly where every proposal stands:
Filter and search proposals by status, client, or date range. Your dashboard can show proposals awaiting response so nothing falls through the cracks.
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