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Recent Client Uploads
Recent Activity
| Client | Type | Contact | Engagements | Documents | Last Upload |
|---|
Engagements
| Name | Status | Created |
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Engagement letters, NDAs, and other documents you send to this client. If marked for signature, the client clicks "I have read and agree" in their portal and we log the IP + timestamp + user agent as ESIGN/UETA audit trail.
| File | Status | Sent |
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Client Uploads
Files the client has uploaded to the secure portal (financial documents, supporting materials).
| File | Engagement | Size | Uploaded |
|---|
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Scope & pricing
Do this first — the narrative and the photographs both refer back to these lines.
Payment terms
How the fee is broken up. Percentages resolve against whichever option the client accepts, and exclude the recurring retainer stream.
Narrative
Untick anything this job does not need. A $600 operating agreement does not need an approach and a timeline.
Photographs
Crucial for real estate assignments. Resized in your browser before upload, stored privately, and reachable only through this proposal's own link.
iPhone HEIC files cannot be read by most browsers — pick them from the Photos app on iOS (which converts automatically), or export as JPEG first.
Review
Read it the way the client will, before it goes anywhere.
Activity
Your signature
Captured once and applied automatically to every proposal you send, so you never sign one by hand. Stored privately and composited into the PDF on our server — it is never published at a public URL.
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Sign with a mouse, trackpad or finger.
PNG or JPEG, under 2MB. A PNG with a transparent background reproduces best.
Buyer NDAs
Restaurant brokerage assignments — generate and send Confidentiality Agreements to prospective buyers, track acceptance, and download signed copies.
| Buyer | Opportunity | Sent | Status | State |
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