Attach a contract and invoice to your proposal so clients can choose packages, sign, and pay all in one step.
Before you begin
Before configuring contract and invoice settings on a proposal, make sure you have the following ready:
A proposal template with packages already added. See build a proposal for setup instructions.
A contract template in your workspace. The contract dropdown only shows contract-type templates — sub-agreements do not appear.
A payment processor connected to your workspace so clients can complete payment.
A payment plan template, if you want clients to pay in installments. Payment plan templates are created at Invoicing ➔ Payment plans.
Discount codes, if applicable. Discount codes are created at Invoicing ➔ Discounts. See allow clients to apply a discount on proposals for details.
Open proposal settings
The contract and invoice settings for a proposal live in the Settings tab of the form builder.
Navigate to Forms ➔ Form templates.
Select a proposal template to open it in the form builder.
Click the Settings tab in the form builder sidebar.
The Settings tab displays three sections for proposals: Proposal options, Invoice options, and Public proposal options.
Proposal options
The Proposal options section controls the contract attached to the proposal and whether clients can select more than one package.
Include contract
Toggle Include contract to Yes to attach a contract to the proposal. When this is enabled, the client signs the contract after submitting the proposal — before they reach the invoice.
After toggling Include contract on, a dropdown appears, allowing you to select a contract template from the list. Only contract templates appear here; sub-agreements are not included.
Each proposal supports only one contract. You cannot set up different contracts to display based on which package a client selects, but you can use invoice smart fields in your contract to reference the chosen packages.
Multiple packages can be selected
Toggle Multiple packages can be selected to Yes if you want clients to be able to choose more than one package on the proposal. When set to No, clients can select only a single package before proceeding.
Invoice options
The Invoice options section controls whether clients see an invoice after signing, which discounts they can apply, and how payment is structured.
Include invoice
Toggle Include invoice to Yes to show the invoice that's generated from the client's package selections. The invoice is not a pre-built template — it is created automatically based on the packages the client chose. The client sees the invoice after signing the contract, or immediately after submitting the proposal if no contract is attached.
Good to know: even if the Include invoice option is set to No, an invoice is always generated using the client's package selections when a proposal is submitted. The Include invoice option simply controls whether or not the client sees the generated invoice as part of your proposal flow.
Allow discounts
Toggle Allow discounts to Yes to let clients apply a discount code to the proposal. When enabled, a multi-select dropdown appears where you can choose which discount codes are available. Select one or more codes from the Select discounts... dropdown.
Discount codes must be created at Invoicing ➔ Discounts before they appear in this list. For a full walkthrough of creating and managing discount codes, see allow clients to apply a discount on proposals.
Payment plan
Use the Payment plan dropdown to apply a payment plan template to the invoice generated by this proposal. The dropdown lists existing payment plan templates from your workspace. Payment plan templates are created at Invoicing ➔ Payment plans.
If you plan to send this proposal through a flow that includes a payment plan, leave the Payment plan field blank on the proposal. Setting a payment plan on both the proposal and the flow will cause a conflict. Set the payment plan in the flow instead.
If you use a redirect URL on a public proposal, the redirect does not work when the proposal includes a contract or invoice. For details on public proposals and their limitations, see how to set up a public proposal.
Editing a proposal inside a project
When you open a proposal that is already applied to a project — rather than editing the template — the contract and payment plan settings behave differently.
In a project context, the contract template dropdown is replaced with an info banner: "Please add the contract directly to the project." The payment plan dropdown is replaced with: "Please add the payment plan directly to the primary invoice for this project."
These banners appear because project-level proposals use the project's own contract and payment plan settings. To change the contract or payment plan for a specific project, update them directly in the project instead of editing the proposal template.
FAQ
Can I set multiple contracts that change based on which package my client chooses?
No. Each proposal supports only one contract. The contract does not change based on the package a client selects. You can use invoice smart fields in your contract to reference the packages the client chose.
Can I attach a contract and invoice to a public proposal?
Yes. As long as your public proposal captures the required client information, new clients can select packages, sign the contract, and pay in one step. See how to set up a public proposal for setup details.
Where do I create a payment plan to use on a proposal?
Payment plan templates are created at Invoicing ➔ Payment plans. Once a template is saved, it appears in the Payment plan dropdown in your proposal's Settings tab.
Where do I create discount codes?
Discount codes are created at Invoicing ➔ Discounts. Once created, they appear in the discount selection dropdown when Allow discounts is toggled on.
How do I send the proposal after setting it up?
See send a proposal, questionnaire, or sub-agreement for instructions on sending the proposal to a client.