Deal Flow
Messaging Customers About a Deal
Last Updated: August 20, 2026Messages is where you talk to customers about a specific deal. Every conversation belongs to one request, so a reply can turn into a proposal, a contract or an invoice without anyone losing the thread. How conversations work There is no separate inbox. Each conversation is a request, and the list is ordered by whichever...
Your services: the catalogue behind requests, proposals and quotes
Last Updated: August 20, 2026Short answer: your services are the list of things a customer can ask you for. They shape the request page, pre-fill proposals and invoices, and give your AI assistant something concrete to quote. Set them up once properly and everything downstream gets easier. What a service is A named offering with, ideally, a price. Each...
Electronic signatures: what ReqMe records when a document is signed
Last Updated: August 20, 2026Short answer: when a contract is signed in ReqMe, we record who signed, when, from where, what exactly they were shown when they agreed, and a fingerprint of the document at that moment. That record is the point — it is what lets a signature be evidenced later if anyone questions it. What gets recorded...
Every status explained: requests, proposals and invoices
Last Updated: August 20, 2026Short answer: the status on a request tells you whose turn it is. This page lists every status you can see, what it means, and what usually comes next — so you can scan your list and know where to spend your attention. The normal path A deal that goes well moves through these in...
When a client goes quiet: unopened proposals, unpaid invoices
Last Updated: August 20, 2026Short answer: most of the chasing is already handled. Invoice reminders go out automatically, you can see whether a client opened a proposal, and you can send a follow-up without rewriting it. This article covers what to do at each point where a deal goes quiet. Did they even open it? Before chasing, check whether...
Managing Deliverables and Completing Deals
Last Updated: August 20, 2026Deliverables are how you hand finished work to a client inside ReqMe, and how they accept it. A deliverable is a file: you upload it against the request, the client reviews it, and they either approve it or ask for changes. Uploading work Open the request and use Upload Deliverables. Pick the files you want...
Sending Invoices and Getting Paid
Last Updated: August 20, 2026ReqMe streamlines invoicing so you can bill clients and receive payments without leaving the platform. This guide covers creating invoices and accepting online payments. Creating an Invoice From a request with a signed contract, click Create Invoice. ReqMe pulls pricing details from the contract to pre-populate line items. Invoice Details Each invoice includes: Invoice number...
Generating Contracts
Last Updated: August 20, 2026Contracts formalize the agreement between you and your client. ReqMe makes it easy to generate contracts from accepted proposals and collect electronic signatures. Creating a Contract After a client accepts your proposal, click Create Contract from the request detail page. ReqMe pulls information from the accepted proposal to pre-populate the contract. Contract Sections ReqMe drafts...
Creating Proposals with AI Assistance
Last Updated: August 20, 2026ReqMe uses AI to help you create professional proposals quickly. This guide explains how to generate, customize, and send proposals to clients. Starting a Proposal Open a request and click Create Proposal. ReqMe offers two options — Create with AI and Create Manually: AI-Generated – Let AI draft the proposal based on request details Manual...
Managing Client Requests
Last Updated: August 20, 2026Every deal in ReqMe starts as a request. The Requests page is where new demand lands, where you see what is waiting on you, and where you open a deal to send a proposal, a contract or an invoice. What the Requests page shows The list below the charts has one row per request, with...
Understanding the ReqMe Deal Flow
Last Updated: August 20, 2026ReqMe helps service providers manage client relationships through a structured deal flow. This guide explains how each stage works and how they connect. The Deal Lifecycle Every client interaction in ReqMe follows a clear path: Request → Proposal → Contract → Invoice → Deliverables → Completion This structured approach ensures nothing falls through the cracks...
