The won deal is the start of the work
Winning a proposal isn't the finish line — it's the moment the paperwork usually begins. The same client, scope and figures have to flow into a scope of work, a contract and then invoices. waxTable lets you carry that context forward instead of retyping it.
Reuse the deal: turn a won proposal into a scope, contract and invoices, reusing what Waxe already knows.
What carries over
Because every document for a deal lives in the same project, the context that mattered in the proposal is right there for the next document.
- The client and who you're addressing.
- The scope and deliverables you agreed.
- The pricing and figures from the proposal.
- Your branding — colours, type and logo — applied automatically.
From proposal to invoice
Win the proposal
The client accepts. Mark the deal won — see Project phases & status.
Draft the next document in the same project
Start a scope of work, a contract or an invoice inside the project that holds the won proposal.
Let Waxe reuse the context
Waxe pulls the client, the scope and the figures forward, so you confirm rather than re-enter them.
Review and refine
Check the draft in the paged editor; type your changes or tell Waxe what to adjust.
Approve and send
Apply any internal sign-off, then send from your own domain and track opens and reads.
Each document keeps its own judgment
Reuse doesn't mean copy-paste. Waxe carries the facts forward but writes each document for its job: a scope defines and bounds the work, a contract protects both sides, an invoice is built to get paid. See The 11 document types.
- A scope turns the proposal's promises into precise deliverables and exclusions.
- A contract frames the same agreement in terms that protect you.
- An invoice converts the agreed figures into something a client can pay against.
Always read before you send
Carried-forward context is a head start, not a rubber stamp. Numbers and scope can shift between the proposal and the signed work, so confirm the details in each new document.