ReqMe 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 and gives both you and your clients clarity at every step.
Stage 1: Request #
Clients submit requests through your public ReqMe page or you create them manually. Each request captures what the client needs, their contact information, and any relevant details. Requests appear in your dashboard where you can review, respond, and move them forward.
Stage 2: Proposal #
Once you understand what a client needs, create a proposal outlining your recommended approach, pricing, and timeline. ReqMe can generate proposals using AI based on the request details, or you can build them manually. Send proposals directly to clients for review.
Stage 3: Contract #
When a client accepts your proposal, convert it into a formal contract. Contracts include terms and conditions, payment schedules, and space for electronic signatures. Both parties sign in their browser, and ReqMe records the signature evidence — who signed, when, from which address, and a fingerprint of the document as signed.
Stage 4: Invoice #
Create invoices based on contract terms. Send them to clients and track payment status. If you have connected a payment provider — Stripe, PayPal, Paysera, Monobank or Mollie — clients can pay online directly through the invoice.
Stage 5: Deliverables #
Track what you need to deliver and share files with clients. Mark items complete as you finish them. Clients can view deliverable status and download files through their portal.
Stage 6: Completion #
Once your client has approved the deliverables, mark the request as complete. Completed requests stay in your requests list — there is no separate archive — which is exactly why closing deals matters: it is what keeps the list worth reading.
Moving Between Stages #
ReqMe tracks the current status of each request automatically. As you create proposals, contracts, and invoices, the request status updates to reflect where it stands in the lifecycle. You can always see at a glance which requests need attention and what action to take next.
You do not have to use every stage #
The full sequence exists because some work needs all of it. Plenty does not.
A small job might go request → invoice, with no proposal and no contract. A retained client might never generate a request at all. Skipping stages is a normal way to use ReqMe, not a workaround.
The stages that earn their place are the ones that protect you: a proposal when the price could be disputed later, a contract when the scope could.
What moves a deal forward #
Stages advance on their own as documents are sent, accepted, signed and paid. You rarely set a status by hand — the exception is cancelling, which is yours to decide.
If a request seems stuck in the wrong stage, the usual cause is a document waiting on somebody rather than anything broken. Every status explained says who each one is waiting on.
Need help? #
If this page did not answer your question, send it to us. Tell us what you were trying to do and what happened instead — that is usually enough for us to spot the problem straight away.
Prefer email? hi@reqme.co
