Set up a Proposal external link
Use Type Proposal when you want a public link that sends a proposal, without starting onboarding after the client accepts.
When to use this type
Choose this for existing clients, or when you want the proposal accepted first and will handle onboarding separately. After acceptance you can still send an eForm automatically if you select a form template.
If the client should continue into onboarding after they accept, use Type Proposal with Onboarding instead. See External Links for the full list of types.
Before you start
Have a proposal template (or package templates) ready under Templates.
If you will request identity verification with the proposal, confirm your verification method and wallet balance.
If clients should go to an eForm after they accept, have the form template ready.
Create the link
Go to Templates, then open External Links.
Click New Link.
Enter a Name your team will recognise (for example "Website service proposal").
Set Type to Proposal.
Choose a Requestor. This employee is marked as the creator of the proposal.
Decide whether to Send immediately.
Leave Disable link off so the link stays active.
Send immediately
On: as soon as the client submits their details, OnboardMe sends them the proposal email.
Off: the submission is held for internal review. Choose a Notify employee so someone is emailed when a new submission is waiting. Send the proposal yourself when you are ready.
Proposal Settings
Open the Proposal Settings accordion.
Enter a Proposal Name. You can include
[ClientName]so the client name is inserted automatically.Choose one service configuration (you cannot use both at once):
Option 1: Single Template - select one proposal template for every client who uses the link.
Option 2: Multiple Packages - offer up to three packages. Each package has a name, price, optional template, and custom text. Mark one as Popular if you want it highlighted.
Set optional proposal details: terms, currency, proposal length, start (on acceptance or a specific date), introduction message, and additional attachment.
Australian practices can optionally select an STP Authority.
Turn on Requires Approval if a nominated approver must approve the proposal before it is sent.
Turn on Require payment details to accept proposal if the client must add payment details before they can accept.
Turn on Create XPM Jobs if you want XPM jobs created for the proposal (XPM must be connected).
Turn on Show Service Menu if clients should be able to add extra services while reviewing the proposal.
For more on packages, see Offer customers more than one package on a proposal.
Client Settings
Open the Client Settings accordion (this type does not include a full onboarding section).
Default entity type - used when OnboardMe generates the first entity for this link.
Require ID Verification - if enabled, clients must complete identity verification during proposal review. Choose a verification method.
Tax details and document requests are not part of this type, because onboarding does not start after acceptance.
eForm and email
eForm Settings (optional): select a form template. After the client accepts the proposal they are taken to this form automatically.
Email Template: this is the email sent when the client submits the link. Leave it blank (or omit
[Link]) to use the default New Proposal template. See Customise email templates.
Save and share
Click Save. OnboardMe generates the public URL.
Copy the link from the table with Copy, or open the link and copy Public link.
Add the URL to your website or send it to the client. They do not need to log in.
On the External Links list, both Proposal and Proposal with Onboarding show as type Proposal. Open the row to confirm which Type is selected.
What the client sees
The public page uses your practice branding. The client enters first name, last name, email, and mobile, confirms consent, then submits.
If Send immediately is on, they are told to check their email for the proposal. If it is off, they are told their details have been submitted and you will be in contact shortly.
After a successful submit, that device generally cannot submit the same link again.
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