Help guide

How to add a payment link to a proposal

Collect the deposit in the same moment the client says yes.

November 9, 2026 · 4 min read

  1. Step 1

    Set up Stripe once

    In Settings, follow the Stripe Payment Setup steps and add your own Stripe account. Payments go straight to you.

  2. Step 2

    Set the deposit amount

    Decide the percentage or fixed amount due at acceptance. 30 to 50 percent is common for project work.

  3. Step 3

    Create the payment link

    Add the link from the proposal, or create milestone links for staged payments.

  4. Step 4

    Put it next to the signature

    Approval and payment should be one motion. State the amount in the text above the button.

  5. Step 5

    Check it as the client

    Open the client view and walk through the payment yourself before sending.

More guides

How to generate a proposal in DealPilotHow to send a proposal clients actually openHow to get a proposal signed without chasingHow to edit a proposal after it is generatedHow to edit the Why Us sectionHow to set up your brand kitHow to create a contract from a proposalHow to see when a client opens your proposalHow to follow up on a sent proposal in DealPilotHow to use the client portalHow to send an invoice from a proposal or time entriesFreelance business blog
FAQ

Quick answers

No. DealPilot uses your own Stripe account, so payments go directly to you.

Yes. Milestone links let you bill stages of the project separately.

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