How to use this template: Click directly into any of the dashed-outline fields to type: client info, scope, pricing, and terms are all editable in the browser. When it's ready, click Print / Save as PDF above and choose "Save as PDF" as the destination; the suggested file name will already include the client's name and the proposal number (which itself builds in today's date, your initials, and a running sequence number), so saved proposals are easy to tell apart later. When you're ready to start the next one, click Create New Proposal, which clears every field on this page and assigns a fresh proposal number, so you can keep reusing this same file instead of hunting down a blank copy. Once a proposal is ready for the client to sign, click Generate Client Link/Email to open a window with two options: Copy Link, which copies a named signing link you can paste anywhere, and Email to Customer, which copies that same link and opens a draft in your computer's default email app with the client's address, subject, and a placeholder line already filled in; paste (Ctrl+V, or Cmd+V on a Mac) over that placeholder line before sending, so the client sees a short, clickable link instead of the long raw address. Either way, the link packages everything you've entered into a page that opens locked against edits, with only the Client Signature box left open, so the client can review and sign it themselves. Since these links live on United's own proposals.unitedfullservice.com address, corporate email filters treat them like any other link from your domain, so flagging is unlikely. The web address itself is still a long, unique-looking string after the domain name (that's what keeps each proposal's link private), so if a client's IT department is unusually strict and something does get flagged, a quick phone call or heads-up email letting them know a signing link is on its way can help.