guides
Send Client Proposals from WHMCS
WHMCS has no built-in proposal system. Learn how hosting providers send professional proposals with pricing tables, deposits, and e-signatures inside WHMCS.
8 min read
Freemiumv1.1.0New 2026
MX Proposals
Turn WHMCS Quotes Into Closed Deals
Send branded proposals your clients actually sign. Collect deposits before you start.
WHMCS quotes are basic text. No branding, no signatures, no way to collect a deposit upfront. Your client gets a plain email while competitors send polished proposals with video walkthroughs. Proposals turns WHMCS into a sales tool. Send branded pages with embedded video, collect signatures and deposits, and split large projects into installments. All without leaving WHMCS.
Built for hosting providers closing $1,000+ deals with custom projects
$25/mobilled monthly
Free tier available with 5 active proposals
Or pay $280/year and save $20
Cancel anytime · Free tier available
Install in 5 minutes. No coding required.
+ Create
| Title | Client | Total | Status |
|---|---|---|---|
| Dedicated Server Setup | TechHost Solutions | $4,500.00 | Accepted |
| Cloud Migration Package | CloudNine Hosting | $2,200.00 | Viewed |
| Enterprise Hosting Plan | ServerPro Inc. | $8,750.00 | Paid |
| VPS Cluster Setup | WebScale Labs | $1,800.00 | Sent |
From Draft to Deposit
Professional Proposals in 5 Steps.
Create branded proposals, send them to clients, track engagement, collect signatures and deposits. All from your WHMCS admin.
Create
Proposal
Proposal
Send to
Client
Client
Client
Views
Views
Track
Engagement
Engagement
Sign &
Accept
Accept
Pay
Deposit
Deposit
Create Proposal
Send to Client
Client Views
Track Engagement
Sign & Accept
Pay Deposit
What Does the Admin Panel Look Like?
Built to look and feel native to WHMCS. Your team will feel right at home.
Admin Panel Click the tabs to explore
+ Create Proposal5/10
Search proposals...
All Statuses (20)
Filter| ID | Title | Client | Total | Deposit | Status | Actions |
|---|---|---|---|---|---|---|
| 12 | Dedicated Server Setup | TechHost Solutions | $4,500.00 | $1,350.00 | Accepted | |
| 11 | Cloud Migration Package | CloudNine Hosting | $2,200.00 | $660.00 | Viewed | |
| 10 | Enterprise Hosting Plan | ServerPro Inc. | $8,750.00 | $4,375.00 | Paid | |
| 9 | VPS Cluster Setup | WebScale Labs | $1,800.00 | $540.00 | Sent | |
| 8 | Proposal #8 | HostMaster Co. | $3,100.00 | $930.00 | Draft |
Client Proposal Page
Your Company NameValid until 15 Feb 2026
Dedicated Server Setup
Video walkthrough
Dedicated_Server_Setup.pdf
10 pagesCover Page
Executive Summary
Proposed Services
| Description | Qty | Unit Price | Total |
|---|---|---|---|
| Dedicated Server (Dell R640)/month | 1 | $2500.00 | $2500.00 |
| Initial Setup and Migration | 1 | $1500.00 | $1500.00 |
| Managed Security Monitoring/monthOptional | 1 | $500.00 | $500.00 |
| Subtotal: | $4,500.00 | ||
| Total: | $4,500.00 | ||
| Deposit Due: | $1,350.00 | ||
Notes and Terms
This proposal is valid for 14 days from the date of issue. A 30% deposit is required to begin work. The remaining balance will be invoiced in 3 monthly installments.
Your Details
John
Mitchell
john@techhost.com
Signature
By signing below, you agree to the terms of this proposal.
Clear Signature
I agree to the terms and conditions
Deposit Amount: $1,350.00
Accept Proposal & Pay DepositYour Company Ltd. | support@company.com
Everything You Need to Close Deals in WHMCS
From first draft to signed proposal and deposit collected. All without leaving your admin panel.
Close Deals with E-Signatures
Legally binding signatures on any device. Clients sign directly on the proposal page, and you get a full audit trail with IP address, timestamp, and browser info for compliance.
Get Paid Before You Start
Collect a deposit as a percentage or fixed amount when clients accept. WHMCS invoices are created automatically, so you never chase the first payment.
Close Bigger Deals with Installments
Split the total into scheduled payments so clients say yes to the full scope. Automatic invoicing, payment reminders, and late fee tracking handle the rest.
Stand Out with Embedded Media
Add a video walkthrough from YouTube, Vimeo, or Loom, and attach PDFs with an inline viewer. Clients see everything on the proposal page without extra clicks or downloads.
Look Professional Without a Designer
Upload your logo, pick brand colors and fonts, and apply style presets. Clients see your brand on every proposal, not generic WHMCS styling.
Send a Link, Get a Response
Clients view, accept, or decline proposals without logging into WHMCS. Proposals auto-expire after your configured deadline, so nothing stays open forever.
Stop Rebuilding from Scratch
Save configurations as reusable presets, clone existing proposals, and build a library for your most common project types. Quote a migration in minutes, not hours.
Know Exactly Where Deals Stall
See when clients open proposals, which sections they read, and whether they started filling out the form. Follow up at the right moment instead of guessing.
Trigger External Workflows with Webhooks
Get notified when proposals are sent, viewed, signed, or paid. Webhooks fire HTTP POST requests to your endpoint so you can connect n8n, Zapier, Slack, or any custom integration.
One Place for All Proposals
A dedicated "My Proposals" page inside the WHMCS client area. Clients see all their active and past proposals with status indicators and payment progress.
How Does It Work?
Three steps from install to your first signed proposal.
1
Install the addon
Upload the module to your WHMCS, activate it, and configure your defaults. Takes about 5 minutes with no coding required.
2
Create a proposal
Add line items, set a deposit amount, upload your logo, and attach a PDF or video. Save it as a template for next time.
3
Send and get paid
Share the proposal link. Your client reviews it, signs electronically, and pays the deposit. WHMCS invoices and orders are created automatically.
Start Free, Upgrade When You Grow
The free tier includes signatures, deposits, and status tracking. Pro unlocks unlimited proposals, payment plans, and full branding.
Feature
Free
Pro
WHMCS Proposal Essentials
Active proposals
5
Unlimited
Digital signatures
Deposit collection
Invoice and order creation
Optional item selection
Client portal (My Proposals)
Proposal Automation
Email notifications
Auto-expiration
Terms and conditions acceptance
Decline reason tracking
Multi-currency support
Payment Plans and Deposits
Payment plans
Late fee tracking and reminders
Branding and Media
Video embed
PDF attachments
1
Unlimited
Custom branding
Style presets
Classic only
All (Classic, Modern, Dark)
Custom CSS and fonts
Custom footer
Remove watermark
Automation and Integrations
Webhooks (sent, viewed, signed, paid, declined, expired)
Email template customization
AI integration via MCP Server
Advanced Proposal Features
Permanent/reusable proposals
Proposal templates and presets
Proposal cloning
Advanced analytics
What Are the Requirements?
- WHMCS 8.0 or newer
- PHP 7.4, 8.0, 8.1, 8.2, or 8.3
- MySQL 5.7+ or MariaDB 10.3+
- Any WHMCS-compatible payment gateway
- Apache with mod_rewrite (for friendly URLs)
What Is Included?
- Proposals addon module for WHMCS
- Friendly URL routing (yourdomain.com/proposal/token)
- Detailed installation and user guide
- Email support (priority for Pro)
- Continuous updates while subscribed
Simple monthly pricing
Start free with 5 active proposals. Upgrade to Pro for unlimited proposals, payment plans, and full branding.
Proposals Pro License
Everything you need to close deals professionally
$25/mo
Billed monthly
Or pay $280/year and save $20
- License for 1 WHMCS installation
- Unlimited proposals (Pro)
- Continuous updates while subscribed
- Priority email support
- Payment plans with installments
Free tier available - Try before you buy. Cancel anytime.
Download the Free Version
Get started with 5 active proposals. No credit card required.
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Frequently Asked Questions
- How is this different from WHMCS built-in quotes?
- WHMCS quotes are basic text documents with no deposit collection, no digital signatures, no payment plans, and no branding options. Proposals gives you a professional sales tool with embedded media, installment billing, e-signatures with audit trails, and full customization. It is built to close deals, not just send estimates.
- Can clients sign proposals on mobile?
- Yes. The signature pad is fully touch-enabled and works on any device. Clients draw their signature directly on the proposal page. The system captures the signature data along with IP address, timestamp, and user agent for a complete audit trail.
- How do payment plans work?
- You define a custom schedule with specific amounts and due dates for each installment. When the client pays the deposit, all installment invoices are created automatically in WHMCS. The system sends reminders before due dates, applies late fees after grace periods, and can suspend services for overdue payments.
- Is the Free version really free?
- Yes. The Free version lets you create up to 5 active proposals with digital signatures, deposit collection, and automatic invoicing. No credit card required, no time limit. Pro unlocks unlimited proposals, payment plans, full branding, and advanced analytics.
- What payment gateways are supported?
- Proposals works with any WHMCS-compatible payment gateway: Stripe, PayPal, bank transfer, and more. You can even restrict which payment methods are available per proposal. Clients choose their preferred method at checkout.
- Can I customize how proposals look?
- With Pro, you get full control: upload your logo, set brand colors, choose custom fonts, apply style presets (Classic, Modern, Dark), add custom CSS, and edit the footer. Your proposals match your company identity completely.
- Do you offer a lifetime license?
- No. Proposals is subscription-only at $25/month or $280/year. We continuously add features, maintain WHMCS compatibility, and provide ongoing support. The subscription ensures you always have the latest version with active development.
- What WHMCS versions are supported?
- Proposals supports WHMCS 8.0 and newer with PHP 7.4 through 8.3. We recommend using the latest stable version of WHMCS for optimal compatibility and security.
- Can clients select optional items on a proposal?
- Yes. You can mark line items as optional when creating a proposal. Clients see these items with checkboxes and can include or exclude them before accepting. The total updates in real time as they make selections.
- Can I save proposal templates for reuse?
- With Pro, you can save any proposal configuration as a reusable preset. This includes items, payment terms, branding, and all settings. You can also clone existing proposals to create new ones with the same structure.
- Is there a client portal for proposals?
- Yes. Both Free and Pro include a "My Proposals" page in the WHMCS client area. Clients see all their active and past proposals in one place with status indicators, payment progress, and direct links to view each proposal.
- What can I do with webhooks?
- Pro includes webhooks that send HTTP POST requests to your endpoint when proposal events happen: sent, viewed, accepted, paid, declined, and expired. Use them to trigger n8n workflows, send Slack notifications, update your CRM, or build any custom integration. Each request includes HMAC-SHA256 signing for security.
Learn More About WHMCS Proposals
Learn more about this topic from our blog
tutorials
How to Automate WHMCS Proposals with Webhooks
Use MX Proposals webhooks to trigger Slack notifications, n8n workflows, and CRM updates when clients view, sign, or pay proposals in WHMCS.
6 min read
guides
Digital Signatures for WHMCS Hosting Providers
WHMCS has no built-in signature feature. Learn how WHMCS hosting providers collect legally valid e-signatures for custom work and proposals.
8 min read
Complete Your WHMCS Stack
Stop sending plain text quotes
Your clients compare you to competitors who send branded proposals. Give them a reason to choose you. Start free with 5 active proposals, upgrade when you are ready.
Free Tier AvailableNo Credit Card RequiredCancel Anytime