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How DETUPAZO works

From client to payment,
step by step.

DETUPAZO keeps the deal moving through one connected journey — from the first client record to the final payment.

ONE CLIENTONE CONNECTED DEALSEVEN STEPS
STEP 01 / 07

Start with the client.

Add or select the client and primary contact so the deal begins with the right context.

Learn about Clients
THE SAME DEAL / FICTIONAL SAMPLEClient ready
Acme StudioWebsite Redesign$6,800
CLIENT RECORD

Acme Studio

Primary contact · Jordan Lee

StatusActive client
Next: Create proposal
STEP 02 / 07

Turn services into a clear proposal.

Put services, pricing and terms together so the client can understand the scope and total.

Learn about Proposals
THE SAME DEAL / FICTIONAL SAMPLEProposal prepared
Acme StudioWebsite Redesign$6,800
PROPOSAL DETAILS

Website Redesign

Discovery & Strategy$1,200
UX/UI Design$2,400
Development$3,200
Total$6,800
Terms included in the proposal.
STEP 03 / 07

Give the client one clear place to review.

Share a focused proposal view where the client can read the scope, price and terms.

Learn about Client Approval
THE SAME DEAL / FICTIONAL SAMPLEProposal viewed
Acme StudioWebsite Redesign$6,800
CLIENT VIEW

Review your proposal

Scope, price and terms in one place.

Proposal sentSent
Client opened viewViewed
STEP 04 / 07

Let the client make the next decision.

The client can accept the offer or request a change while the deal remains in context.

See Client Approval
THE SAME DEAL / FICTIONAL SAMPLEDecision requested
Acme StudioWebsite Redesign$6,800
CLIENT DECISION

Choose the next step

Accept proposalRequest changes
“Can we move analytics into phase two?”
Illustrative request note and action states.
STEP 05 / 07

Move from approval to signature.

Carry the accepted proposal into a clear signing step for the client.

Learn about E-sign
THE SAME DEAL / FICTIONAL SAMPLEAwaiting signature
Acme StudioWebsite Redesign$6,800
AGREEMENT VIEW

Ready for signature

ProposalAccepted
AgreementAwaiting signature
Jordan Lee Illustrative signature area
Next stateSigned
STEP 06 / 07

Turn the signed deal into an amount due.

Create an invoice or request a deposit while keeping the same deal context.

Learn about Invoicing
THE SAME DEAL / FICTIONAL SAMPLEDeposit requested
Acme StudioWebsite Redesign$6,800
INVOICE INV-1024

Deposit requested

Project total$6,800
Deposit$1,700
Remaining$5,100
STEP 07 / 07

Finish the deal with payment.

Keep the invoice, deposit and payment state connected to the original proposal journey.

Learn about Payments
THE SAME DEAL / FICTIONAL SAMPLEDeposit received
Acme StudioWebsite Redesign$6,800
PAYMENT STATUS

Amount due · $1,700

Deposit paymentReceived ✓
Remaining balance$5,100
One connected flow

Why one connected workflow matters.

Every stage has a clear place in the same client journey.

Less context switching

Keep the client and deal context close to each next action.

A clear next step

The client can see what to review, decide, sign or pay.

Understandable status

Plain stage labels show where the deal stands.

One journey

Follow the work from proposal through payment.

Questions

A few useful answers.

How a deal moves through the DETUPAZO journey.

Where does a DETUPAZO workflow start?

Begin with the client and primary contact, then create the proposal in that deal context.

What happens after I send a proposal?

The client can review the scope, pricing and terms from a focused proposal view.

Can a client request changes instead of accepting?

Yes. The client decision stage includes an accept path and a request-changes path.

What happens after the proposal is accepted?

The journey moves toward signature, then an invoice or deposit request.

Can I request a deposit before starting work?

The invoicing stage can show a deposit request with the project total and remaining balance.

How does payment fit into the workflow?

The final stage keeps the invoice amount, deposit and payment state connected to the deal.

The next deal

Ready to move your next deal from proposal to payment?

Start with the client, build the proposal and keep every next step connected.