One source of truth
The client, offer, decision, agreement, and payment stay in context.
The DETUPAZO workflowOne client journey.
One client journey.
From proposal to payment.
Manage the deal from the first client record through proposal, approval, signature, invoice and payment — without losing the thread.
ONE CONNECTED RECORDILLUSTRATIVE UI
DETUPAZOIn progress
PROJECT / SAMPLEWebsite Redesign
Northstar Studio · $6,800 proposal
Proposal viewedComplete
Proposal acceptedComplete
SignatureNext step
Invoice + paymentUpcoming
Fictional example. No customer or transaction data shown.
THE COMPLETE CLIENT JOURNEY
Seven steps. One continuous thread.
Each stage carries the context from the one before it.
- 01 / RECORDClientStart with the person and project.
- 02 / CREATEProposalPut the scope and price in writing.
- 03 / SHAREReviewGive clients a clear place to read.
- 04 / DECIDEAcceptCapture the decision or changes.
- 05 / SIGNSignComplete the agreement.
- 06 / BILLInvoiceRequest the amount due.
- 07 / PAIDPaymentSee when it is received.
PART 01 THE RELATIONSHIP + THE OFFER
01 / CLIENTSExplore Clients
Start with the client.
Keep the client and the work together from the first record, so every next step has a clear home.
CLIENT RECORD / FICTIONAL SAMPLEActive
Northstar Studio
Website redesign project
Primary contactAlex Morgan
Emailalex@example.com
Current workWebsite Redesign proposal
02 / PROPOSALSExplore Proposals
Build the deal clearly.
Set out the services, pricing, terms, and total in a proposal clients can understand and act on.
PROPOSAL / FICTIONAL SAMPLEDraft
Website Redesign
Prepared for Northstar Studio
Strategy$1,200
UX/UI Design$2,400
Development$3,200
Project total$6,800
TermsScope and payment schedule included
Real work, one journey
Keep the client conversation connected to the next step.
From a shared scope to a client decision, signature and payment, the commercial details stay in one flow.
PART 02 THE CLIENT DECISION + AGREEMENT
03–04 / REVIEW + ACCEPTExplore Client approval
Give clients one clear place to review.
A client can see what is proposed, then accept it or request changes. The decision stays with the proposal.
CLIENT VIEW / FICTIONAL SAMPLEViewed
Review your proposal
Website Redesign · Northstar Studio
Project total$6,800
Accept proposalRequest changes
05 / E-SIGNExplore E-sign
Move from accepted to signed.
Once the proposal is accepted, the signature step continues the same client journey.
AGREEMENT / FICTIONAL SAMPLESigned
✓ Viewed
✓ Accepted
✓ Signed
Client signatureCompletedIllustrative signature state
PART 03 THE INVOICE + PAYMENT
06 / INVOICINGExplore Invoicing
Turn the agreement into an invoice.
Carry the agreed amount forward and request a deposit before work begins.
INVOICE / FICTIONAL SAMPLEIssued
Website Redesign
Northstar Studio
Proposal total$6,800
Deposit requested$1,700
Remaining$5,100
07 / PAYMENTSExplore Payments
See when the money arrives.
Follow the invoice from sent to deposit requested to payment received, with each state tied to the same deal.
PAYMENT STATUS / FICTIONAL SAMPLEReceived
✓Invoice sent01
✓Deposit requested02
✓Payment received03
Deposit payment$1,700 received
Why the connection matters
The whole deal, in view.
The value is in the continuity between steps—not just the steps themselves.
Clear client status
See which step is waiting for a response and which is complete.
Less context switching
Follow the deal without piecing together separate records.
Continuous deal history
Each stage builds on the work that came before it.
The next step
From first proposal to final payment.
Keep the deal moving in one connected workflow.