Proposals & Contracts
Create AI-generated proposals in your brand voice, send e-signature contracts with forensic audit trails, and automate the entire proposal-to-signed-contract pipeline.
Creating a Proposal
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1
Navigate to Proposals
Click 'Proposals' in your vendor dashboard sidebar, then click 'New Proposal'.
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2
Select client and event
Link the proposal to an existing client and event in your CRM, or create a new client record first.
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3
Generate with AI or build manually
Click 'Generate with AI' to have Trunnion AI draft a complete proposal in your brand voice with packages and pricing, or build manually using the proposal builder.
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4
Add packages and line items
Include your services, packages, add-ons, pricing, and any custom terms or notes.
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5
Set expiration and sharing
Set an expiration date and decide whether to use a public shareable link or send directly to the client's email.
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6
Send the proposal
Click 'Send Proposal' to deliver it to your client. They'll receive an email with a link to view and accept or decline.
Proposals generated with AI using a Brand Voice Profile close at a higher rate than manually written proposals because they're personalized to each client's specific inquiry details. Set up your Brand Voice in Settings → AI → Brand Voice.
E-Signature Contracts
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1
Generate a contract from an accepted proposal
When a client accepts a proposal, click 'Generate Contract' or let your automation handle it automatically if you've set up the PROPOSAL_ACCEPTED trigger.
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2
Review AI-generated clauses
Trunnion AI generates 8 standard clause types personalized to the event type, vendor category, and specific proposal details. Review and edit as needed.
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3
Send for signature
Click 'Send for Signature.' Your client receives an email with a secure link to review and sign.
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4
Client signs digitally
The client draws or types their signature. The platform captures their IP address, timestamp, and user agent for the forensic audit trail.
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5
Counter-sign if required
If your contract requires a vendor signature as well, you'll be prompted to counter-sign after the client completes their signature.
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6
Download the executed contract
Once all parties have signed, download the PDF from the contract record. It's also permanently stored in your platform.
Every e-signature is captured with IP address, timestamp, browser and device fingerprint, and geolocation data. This constitutes a legally binding electronic signature under the ESIGN Act and UETA in the United States.
Contract Templates
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Navigate to Templates
Go to Proposals → Templates in your dashboard.
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2
Create or edit a template
Build a reusable contract template with your standard sections, clauses, and terms. Use placeholders for client-specific fields.
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3
Apply to new contracts
When generating a new contract, select your template as the starting point and let AI personalize the variable fields.
Frequently Asked Questions
Related Guides
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