Learning how to send a proposal and get paid usually means bouncing between a document tool, an e-signature app, and a separate invoice, and losing time at every handoff. Hanko keeps the whole path in one workspace: you build a branded proposal, capture a signature, convert it to an invoice, and collect payment by card, bank, or stablecoin. Here is the step-by-step flow.
Step 1: Build and send a branded proposal
Start by creating a proposal that carries your branding, scope, and pricing. You can write it from scratch or clone a template you've used before so you're not rebuilding the same document each time. Share it with the client through a link, and they can review it in their own portal.
- Add scope, deliverables, and pricing as clear line items
- Reuse a saved template to send faster
- Share via a client portal each client gets
Step 2: Add an e-signature to lock the agreement
A proposal becomes an agreement the moment both sides sign. Hanko lets the client e-sign online, so you capture consent to the scope and price before any work begins. There's no printing, scanning, or emailing PDFs back and forth.
Step 3: Turn the accepted proposal into an invoice
Once the proposal is accepted, you don't retype anything. Convert it into an invoice that carries over the agreed line items and totals, so the amount you bill matches what the client signed off on. The invoice is branded to match the proposal for a consistent client experience.
Step 4: Get paid by card, bank, or stablecoin
The invoice gives your client several ways to pay, so payment method is never the reason a deal stalls. Whatever they choose, everything settles back to the same invoice.
- Fiat: card, ACH, or SEPA bank wire
- Crypto stablecoins: USDC, USDT, or DAI on Base, Ethereum, Polygon, Solana, Arbitrum, or Optimism
- Crypto invoices are marked paid only when the blockchain confirms
- No crypto wallet required for clients who pay by card or bank
Step 5: Track and reconcile in one place
As payments come in, the invoice status updates automatically and everything reconciles in one dashboard. For stablecoin payments, both sides get an email receipt with a block-explorer link, and you can off-ramp crypto to a bank account from the same screen. When the next client comes along, clone the proposal and start again.
Frequently asked questions
How do I send a proposal in Hanko?
Create a branded proposal with your scope and pricing, or clone a template, then share it with the client through their portal. They can review it and respond online.
Can clients sign the proposal online?
Yes. Clients can e-sign the proposal directly, turning it into a signed agreement before work starts, with no printing or scanning.
Do I have to create the invoice separately?
No. You convert the accepted proposal into an invoice, and the agreed line items and totals carry over, so what you bill matches what the client signed.
How can clients pay the invoice?
Clients can pay by card, ACH, or SEPA bank wire, or in stablecoins like USDC, USDT, or DAI on supported networks. A crypto wallet is optional.
When will I know the client has paid?
The invoice status updates as payment settles. For stablecoin payments, the invoice is marked paid only once the blockchain confirms the transaction, and you get a receipt with an explorer link.
Can I reuse a proposal for the next client?
Yes. You can clone proposals, templates, and past runs, so repeating the send-sign-invoice-get-paid flow for a new client takes minutes.