Deal Flow
Public Links and QR Codes
Last Updated: May 12, 2026ReqMe gives you shareable links and QR codes so customers can easily submit requests. Use these on your website, social media, business cards, or printed materials. Your Public Request Page Every ReqMe account has a unique public page where customers can submit requests. The URL follows this format: https://app.reqme.co/your-company-slug/requests Your company slug is set during...
Managing Deliverables and Completing Deals
Last Updated: May 11, 2026Deliverables track what you need to provide to clients and help you share completed work. This guide explains how to manage deliverables and close out deals professionally. Adding Deliverables From the request detail page, click Add Deliverable. For each deliverable, specify: Title – What you are delivering Description – Details about the deliverable Due date...
Sending Invoices and Getting Paid
Last Updated: May 11, 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: May 11, 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 A standard...
Creating Proposals with AI Assistance
Last Updated: May 11, 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: AI-Generated – Let AI draft the proposal based on request details Manual – Build the proposal yourself from scratch...
Managing Client Requests
Last Updated: May 11, 2026Client requests are the starting point for every deal in ReqMe. This guide covers how to view, organize, and manage incoming requests effectively. Viewing Your Requests Access all requests from the Requests page in your dashboard. Each request shows the client name, service requested, submission date, and current status. Click any request to open its...
Understanding the ReqMe Deal Flow
Last Updated: May 11, 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...
