Proposals
Review service proposals, understand scope and pricing, accept terms, and sign agreements.
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Understanding the Proposals page
What proposals page means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
How to open a proposal
Step by step guidance for opening a proposal in the Proposals page.
1 min read · Updated 2026-07-28
How to review proposal pricing
Step by step guidance for reviewing proposal pricing in the Proposals page.
1 min read · Updated 2026-07-28
How to review the scope of service
Step by step guidance for reviewing the scope of service in the Proposals page.
1 min read · Updated 2026-07-28
All proposals articles
Understanding the Proposals page
What proposals page means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
How to open a proposal
Step by step guidance for opening a proposal in the Proposals page.
1 min read · Updated 2026-07-28
How to review proposal pricing
Step by step guidance for reviewing proposal pricing in the Proposals page.
1 min read · Updated 2026-07-28
How to review the scope of service
Step by step guidance for reviewing the scope of service in the Proposals page.
1 min read · Updated 2026-07-28
How to accept a proposal
Step by step guidance for accepting a proposal in the Proposals page.
1 min read · Updated 2026-07-28
How to decline a proposal
Step by step guidance for declining a proposal in the Proposals page.
1 min read · Updated 2026-07-28
How to ask a question about a proposal
Step by step guidance for asking a question about a proposal in the Proposals page.
1 min read · Updated 2026-07-28
How electronic signatures work for proposals
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
Why a proposal may expire
Common reasons this happens, and how to move the item forward.
1 min read · Updated 2026-07-28
How to request an updated proposal
Step by step guidance for requesting an updated proposal in the Proposals page.
1 min read · Updated 2026-07-28
How to download an accepted proposal
Step by step guidance for downloading an accepted proposal in the Proposals page.
1 min read · Updated 2026-07-28
What happens after accepting a proposal
A clear answer in plain language, plus what to do next.
1 min read · Updated 2026-07-28
Why a service is not active immediately after acceptance
Common reasons this happens, and how to move the item forward.
1 min read · Updated 2026-07-28
How proposal changes are handled
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
Where to find historical proposals
Where to find this in your workspace, and how to get a copy.
1 min read · Updated 2026-07-28
Still need help?
Contact the Institution team for help with new business, general questions, or account access. Existing clients can also raise account specific questions with their engagement contact.