From proposal to signed contract to first payment — one flow
CliLancers is a client portal for freelancers and small agencies. Its proposal-to-contract pipeline turns the most awkward part of freelancing — getting scope agreed and money committed — into a single link the client can act on in minutes.
Proposals with real commercial structure
A CliLancers proposal is scoped work: milestones with prices, terms, an optional deposit, and — when you want it — a staged payment split like 40% deposit, 40% mid-project, 20% on completion. The client reads it in the portal, signs with one click, and everything downstream is created for you.
- Milestone-scoped line items with quantities and prices
- Deposit percentage or fixed amount
- Staged payment splits with per-milestone percentages
- Terms from your template library, with placeholders filled per client
- Versioned proposals — revisions keep history
Signature to kickoff, automated
On acceptance, CliLancers creates the contract with the signature audit trail (name, email, IP, timestamp), spins up the project with milestones from your scope items, and issues the deposit invoice if you required one. The awkward week of 'did you get the contract? can you send the deposit?' becomes one automated minute.
Contracts and change orders
Eight seeded contract templates cover common engagements; your own templates join the library. When scope grows, change orders extend the signed contract formally — priced, signed, and added to the billable cap — so extra work never rides for free.
E-signature clients don't fumble
Clients sign from the magic link in their email — no account, no printing, works on a phone. Provisional acceptance, countersigning, and audit logs are built in.
Frequently asked questions
What happens when a client accepts a proposal?
CliLancers records the e-signature with an audit trail, generates the contract, creates the project with your proposal's milestones, and — if a deposit was set — creates and sends the deposit invoice automatically.
Are the e-signatures recorded properly?
Yes. Every signature logs the signer's name, email, IP address, and timestamp, and contracts keep a full audit trail of views and signing events.
Do I have to write contracts from scratch?
No. CliLancers ships with 8 contract templates, and you can save your own. Placeholders (client name, rates, dates) fill in per engagement.
Can a proposal require money up front?
Yes. Set a deposit percentage or amount — or a full staged split like 40/40/20 — and the deposit invoice goes out the moment the proposal is signed.
Can I change a contract after it's signed?
Yes, through change orders: priced, signed addendums that extend the original contract and raise its billable cap without rewriting what was already agreed.
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