Let Clients Accept Your Proposal in One Click
FirstSlate's client-facing proposal view lets clients read, compare packages, and accept 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 package options and scope details, and clicks to accept. The accepted package — with every line item — is locked as the agreed scope. 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.
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.
They review the packages
If you've built multiple tiers, they can compare scope and pricing side by side. Each tier shows exactly what's included and what moves up a level.
They select and accept
One click selects their package. One more confirms acceptance. The accepted scope is locked — both you and the client have a clear record of exactly what was agreed.
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 package — every deliverable, every line item — is recorded as the agreed scope. 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.
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.
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.
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?
Keep exploring
Related features
Proposals & Pricing
Stop Sending Proposals as PDFs
Multi-tier proposals with scope checklists. Clients pick a package and accept online — no PDFs, no email chains, no version confusion.
Invoicing & Payments
Invoicing That Starts Where Your Proposal Ends
Generate invoices from accepted proposals in one click. Send, track, and collect payment — all without leaving the dashboard.
Studio Branding
Your Brand on Everything Your Client Sees
Your logo, brand color, and contact info on every client-facing document. Set it up once — it follows everything you send.
Ready to try it yourself?
Set up your studio in under 15 minutes. Free to start, no credit card required.