It would be great to have an interactive walkthrough or tutorial built into Tern to help clients with the process of reviewing, approving, and authorizing payment on proposals.

It could utilize on-screen guidance, such as pop-up tooltips, progress indicators, etc to help clients navigate: Reviewing proposal, selecting options, request revisions, approve proposal, authorize payments, etc.

Something similar to when apps add new features and "walk" you through the steps.