Reviewing a proposal we sent you
What to expect when our team sends you a sales proposal.
Updated
If our sales team has sent you a proposal, you'll find it under Workspace → Proposals.
What's in a proposal
- Scope — which products and what tier.
- Pricing — per-month or annual, with any custom discounts.
- Term — duration (often 1 or 3 years for annual).
- Special terms — anything custom we've negotiated (BAA, custom SLA, dedicated onboarding).
What you can do
- Comment — leave inline questions for our team. We respond same-day during business hours.
- Accept — approve the proposal and convert it to a contract.
- Decline — close the proposal and let us know why.
Who can act on proposals
Workspace Owners only. Admins can read but not accept.
Was this article helpful?
Your feedback helps us improve our docs.