v1.7.0 (May 21, 2026) Clients can now sign and accept proposals online

Proposals now go all the way from sent to signed without leaving ClientCee.

Online signing and acceptance:

- Every proposal gets its own secure link that your client can open without an account

- Your client can review the proposal, sign it, and accept or decline it right on the page

- If your proposal has terms and conditions, the client must tick a box agreeing to them before accepting

- Turn on "Require customer signature" to make a signature mandatory

- Once accepted, the proposal is marked Accepted and the linked lead is automatically marked as Won

- The client's signature, name and acceptance time are saved and shown on your proposal page

Know when clients are looking:

- See how many times your client has opened the proposal and when they last viewed it

A redesigned proposal page:

- A sidebar showing the proposal's status, client link, signature and client details

- A timeline showing each stage: Created, Sent, Signed and Accepted

- Send, edit and a More menu with Mark as Sent, Duplicate, Download PDF, Create Invoice, Print and Delete

- Printing gives you a clean document without the sidebar or buttons

What your client sees:

- A professional page with your logo, your details and theirs, the full scope of work and totals

- A countdown showing how many days are left before the proposal expires

- Download and print buttons, and a quick way to email you with any questions

- A layout that works well on phones

Proposal forms:

- All dropdowns and date pickers now match the rest of ClientCee

- New proposals use your company's default currency automatically

- The deal stage now loads correctly when editing a proposal

- Fixed currency symbols displaying incorrectly when editing

Finance:

- Date pickers and dropdowns across the Finance pages now share one consistent design

- Credit Notes now sits after Payments in your sidebar