How to Collect a 50% Deposit the Second a Client Signs

The single most important change you can make to your proposal process is collecting a deposit at the moment of signing. Here's how to set it up in under 5 minutes.

Why a deposit at signing?

When a client signs your proposal without paying, there's still a psychological exit ramp. "I signed, but I haven't paid yet, so I can still back out." Once they pay, they're committed. Your project start rate jumps from ~70% to ~95%.

Setting up Razorpay in ProposalBolt

Go to Settings → Integrations → Razorpay. Connect your Razorpay account with your Key ID and Key Secret. That's it — the integration handles everything else.

Adding a deposit to a proposal

In the proposal editor, go to Settings → Payments. Set deposit percentage (we recommend 50%). The client will see an "Accept & Pay" button that charges them immediately after signing.

What your client sees

After signing their name, they're shown the deposit amount and a payment form. They can pay via UPI, card, net banking, or any Razorpay-supported method. The payment is processed instantly and you get a notification.

Funds in your account

Razorpay settles to your bank account within 2 business days. You'll also receive an email confirmation and the payment appears in your Billing → Invoice History.