guides
How to Collect Deposits in WHMCS (Before Starting Work)
WHMCS has no native deposit collection for custom projects. Learn the workarounds hosting providers use and how to collect upfront payments properly inside WHMCS.
10 min read
Digital Signatures & Depositsv1.0.3New 2026Soon
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
Join the Wait List
Drop your email and we will notify you the moment MX Proposals goes live. No spam.
New
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
Manage All Proposals From One Screen
A clean admin panel that feels native to WHMCS. Filter by status, search by title or client, and take action on any proposal with one click. Save common configurations as reusable presets and clone existing proposals to quote faster.
- Filter and search across all proposals
- Clone, edit, send, or delete with quick actions
- Dashboard with stats, revenue, and conversion rate
- Reusable presets for common project types
- Customizable email templates with merge variables
What Your Client Sees
Clients receive a branded proposal page with your logo, colors, and fonts. They review line items, watch an embedded video walkthrough, select optional services, sign with a touch-enabled signature pad, and pay the deposit. All on one page, no WHMCS login required.
- Branded page with your logo and style preset
- Embedded video from YouTube, Vimeo, or Loom
- PDF attachments with inline viewer
- Optional items with real-time total updates
- Digital signature with full audit trail (IP, timestamp, browser)
Close Bigger Deals With Installments
Split the total into scheduled payments so clients say yes to the full scope. Collect a deposit upfront, then WHMCS creates each installment invoice automatically on the due date. Late payments trigger reminders, apply fees, and can suspend linked services.
- Deposit as percentage or fixed amount
- Custom installment schedule with specific due dates
- Automatic invoice creation for each payment
- Late fee calculation after grace period
- Service suspension for overdue installments
Know When Clients Open Your Proposal
Per-session view tracking shows exactly how clients engage with your proposal. See which device they used, how long they spent reading, and whether they started filling out the form. Follow up at the right moment with the right message.
- Per-session view duration with timestamps
- Device breakdown (desktop, mobile, tablet)
- Activity timeline with newest events first
- Know if they started the acceptance form
- Follow up when engagement is high
Key Features
Mobile experience, email customization, payment plan improvements, and deeper integrations.
New
Manage Proposals From Your Phone
Most WHMCS addons break on mobile. Ours does not. Every admin page is fully responsive. Tabs scroll, grids stack, sidebars collapse, and tables stay readable.
New
Customizable Email Templates
Rich text editor for all 4 notification emails (sent, accepted, declined, reminder) with merge variables and live preview. All emails use the native WHMCS header and footer, matching your invoices and tickets.
Improved
Per-Session View Tracking
Individual view duration per session with device breakdown. Activity timeline shows newest-first with consolidated durations.
Improved
Late Fees and Service Suspension
Overdue installments now trigger automatic reminders, apply late fees after a grace period, and can suspend linked services until payment.
New
Decline Flow with Reason Tracking
Clients can formally decline a proposal with a reason. The system logs the decline with IP address and notifies the admin by email.
Improved
Connected to the MX Ecosystem
Manage proposals from Claude, Cursor, or any AI tool via MX MCP Server. 11 operations: create, update, send, cancel, decline, reminders, and template management.
What is MX Proposals for WHMCS?
MX Proposals is a WHMCS addon that replaces email quotes with branded, trackable proposal pages. Clients receive a secure link, review line items, sign with a touch-enabled signature pad, and pay a deposit through any WHMCS payment gateway.
- •Deposits and payment plans. Collect a percentage or fixed deposit upfront. Split the rest into scheduled installments with automatic invoicing, late fees, and service suspension for overdue payments.
- •Digital signatures with audit trail. IP address, timestamp, and browser info logged for every signature. Clients can also decline with a reason.
- •Embedded media. Video walkthroughs (YouTube, Vimeo, Loom) and PDF attachments with an inline viewer, all on the proposal page.
- •Custom branding. Logo, colors, fonts, and style presets (Classic, Modern, Dark). Your proposals, your identity.
- •Cancel anytime. $25/mo or $280/year. No long-term contracts.
- Webhook Events
- 6
- Sent, viewed, accepted, paid, declined, expired
- Payment Gateways
- All
- Any WHMCS-compatible gateway supported
- Style Presets
- 3
- Classic, Modern, and Dark themes
- Annual Savings
- $20
- Pay annually instead of monthly
Requires WHMCS 8.0+ and PHP 8.1+.
Everything You Need to Close Deals in WHMCS
From first draft to signed proposal and deposit collected. All without leaving your admin panel.
Automate Your Sales Pipeline
Webhooks fire HTTP POST on six events: sent, viewed, accepted, paid, declined, and expired. Every request includes HMAC-SHA256 signing so your endpoint can verify authenticity. Connect n8n, Zapier, Make, Slack, or any custom integration.
Give Clients a Self-Service Portal
A dedicated "My Proposals" page inside the WHMCS client area. Clients see all their active and past proposals with status indicators and payment progress. No support tickets asking "where is my proposal?"
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.
Emails That Match Your Brand
Four email templates (sent, accepted, declined, reminder) with a rich text editor and merge variables. All emails use the native WHMCS wrapper, so every notification looks as professional as your invoices and tickets.
Works with Any Currency
Proposals uses your WHMCS currency configuration. Create proposals in USD, EUR, AUD, or any currency your WHMCS supports. Prices, deposits, and installments all display in the correct format.
Manage Deals From Anywhere
Every admin page is fully responsive. Tabs scroll horizontally, grids stack on small screens, sidebars collapse, and tables scroll. Check proposal status from your phone while traveling, and close deals from any device.
How Does It Work?
Three steps from install to your first signed proposal.
1
Install the addon
~5 minutes
Upload the module to your WHMCS, activate it, and configure your defaults. No coding required.
2
Create a proposal
~10 minutes
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
Same day
Share the proposal link. Your client reviews it, signs electronically, and pays the deposit. WHMCS invoices and orders are created automatically.
What's Included?
Everything you need to close deals professionally.
Proposals and Signatures
Unlimited proposals
Digital signatures with audit trail
Deposit collection (percentage or fixed)
Automatic invoice and order creation
Optional item selection for clients
Proposal cloning and templates
Payment Plans
Installment schedules with auto-invoicing
Late fees and service suspension
Payment reminders before due dates
Branding and Media
Custom logo, colors, and fonts
Style presets (Classic, Modern, Dark)
Video embed (YouTube, Vimeo, Loom)
Unlimited PDF attachments with inline viewer
Custom CSS and footer
Automation and Integrations
Customizable email templates with merge variables
Webhooks on 6 events (HMAC-SHA256 signed)
AI integration via MX MCP Server
Auto-expiration and decline tracking
Client Experience
Client portal (My Proposals page)
Multi-currency support
Mobile-responsive admin and client views
Per-session view analytics with device breakdown
Pre-launch. Reserve your spot.
What Are the Requirements?
- WHMCS 8.0 or newer
- PHP 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
- Priority email support
- Continuous updates while subscribed
Pricing
Available at launch. Reserve your spot below.
MX Proposals launches soon. Wait list members get first access and a heads-up before public release.
Frequently Asked Questions
How is this different from WHMCS built-in quotes?
WHMCS quotes lose deals. Clients see a plain text page with no branding. There are no signatures, so they can ghost you. No deposits, so you start work with zero cash flow. Proposals fixes all of this: branded pages with your logo, legally binding e-signatures, upfront deposit collection, and payment plans for larger projects. Everything your clients expect from a professional services company.
Will MX Proposals pay for itself?
A single proposal with deposit collection pays for months of the subscription. If your proposals look professional and you close even one extra deal per month, the ROI is 10x or more. Cancel anytime if it does not fit.
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.
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 customize how proposals look?
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.
Can I save proposal templates for reuse?
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. Build a library for your most common project types and quote in minutes.
Is there a client portal for proposals?
Yes. A "My Proposals" page is included 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?
Webhooks 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.
Can I customize the notification emails?
A rich text editor lets you customize all four email templates: proposal sent, accepted, declined, and expiry reminder. Each template supports merge variables (client name, proposal title, amounts) and a live preview. All emails use the native WHMCS email wrapper, so they match the look of your invoices and support tickets.
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.
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 8.1 or higher. We recommend WHMCS 8.8+ with PHP 8.2+ for optimal compatibility and security.
Learn More About WHMCS Proposals
Learn more about this topic from our blog
comparisons
WHMCS Quotes vs Proposals: When to Use Each One
WHMCS quotes work for simple estimates but break down on custom projects. Learn where quotes end and proposals begin, with a feature comparison for hosting providers.
8 min read
guides
5 Ways Hosting Providers Lose Custom Deals
Custom hosting projects fail before they start. Here are the 5 most common reasons providers lose deals and how to close them faster with WHMCS.
9 min read
Complete Your WHMCS Stack
Be first in line when MX Proposals launches
Install in 5 minutes. Create your first proposal in 10. Your clients get a branded page they actually want to sign. Reserve your spot today.
Pre-LaunchNo Credit CardEmail Only