PROPOSALS

Win clients over with easy-to-use proposal software

Turn leads into clients. Create engaging, professional-looking proposals and estimates. Proposals is the only sales tool you need to secure and begin projects faster than ever.

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Simple yet powerful

A nice balance of features and functionality to help you focus on crafting an impactful proposal that wins you new business.

Start with a template

We have several proposal templates ready for you to get started. Just dive in and update the info as needed.

From estimate to invoice

An estimate you create in a proposal can automatically convert into an invoice when the proposal is accepted.

Monitor your proposals

Keep track of each proposal’s status, including Draft, Sent, Read, and Approved. You’ll know who you need to remind — resending is simple.

Create

Choose your template
Add proposal elements
Customize the contents
Choose your template
Add proposal elements
Customize the contents
Create
Customize the contents
Customize the contents
Choose your template
Choose your template
Add proposal elements
Add proposal elements
Customize the contents
Customize the contents
Choose your template
Choose your template

Style it

Add your logo and color
Choose from over 50 fonts
Add your logo and color
Choose from over 50 fonts
Style it
Choose from over 50 fonts
Choose from over 50 fonts
Add your logo and color
Add your logo and color
Choose from over 50 fonts
Choose from over 50 fonts
Add your logo and color
Add your logo and color

Proposal elements

  • Text
  • Image
  • Embed
  • Timeline
  • Estimate
  • Signature
Want to learn how to use these elements in action? See the how to write a proposal section near the end of this page.
Want to learn how to use these elements in action? See the how to write a proposal section near the end of this page.
Text

The essential building block of your proposals where all the valuable storytelling takes place.

Win new business

Send your proposal in just a few clicks
Monitor the status of each proposal
Watch the approvals roll in ✅
Send your proposal in just a few clicks
Monitor the status of each proposal
Watch the approvals roll in ✅
Win new business
Watch the approvals roll in ✅
Watch the approvals roll in ✅
Send your proposal in just a few clicks
Send your proposal in just a few clicks
Monitor the status of each proposal
Monitor the status of each proposal
Watch the approvals roll in ✅
Watch the approvals roll in ✅
Send your proposal in just a few clicks
Send your proposal in just a few clicks

Welcome to a simplified client communication process

Tired of questions and comments getting lost in email threads? Now your clients can leave feedback for you right on each proposal. With discussions happening contextually, you won’t need to go digging for them ever again.

Simplified communication

Your proposal was approved ... now what?

Here are next steps to consider — Indy helps with all of them.

Create a project space
1
Create a project space
Send the contract
2
Send the contract
Send the invoice for the deposit
3
Send the invoice for the deposit
Create to-do’s and get to work
4
Create to-do’s and get to work

WHAT’S INCLUDED

Proposals and estimates made easy

Create proposals
  • Drag-and-drop proposal builder
  • Six available proposal elements: text, image, embed, timeline, estimate, signature
  • Give it a title
  • Set an expiration date
  • Include your logo
  • Add a cover image, add your brand color, and choose from over 50 fonts to customize your proposal
Create estimates
  • Add an estimate to a proposal, or just make an estimate without proposal content.
  • Set up your estimate to automatically convert to an invoice when it’s approved.
  • Choose your payment currency with global currency support
Get approval
  • Send to your client straight from Indy in just a few clicks
  • Download your proposal as a PDF to send it however you want or just to keep it for your records
  • Manually mark as accepted
  • Automatic acceptance once both parties sign
Available templates
  • Proposal
  • Estimate
  • Graphic Design Proposal
  • Logo & Branding Proposal
  • Video Production Proposal
  • SEO/SEM Proposal
  • Virtual Assistant Proposal
  • Influencer Proposal
  • Marketing Proposal
  • ... and more!

How to write a proposal

Have you ever wondered what you should include in your proposals? Using the available proposal elements, here are some content sections to consider in order to tell an effective story and improve your likelihood of closing the deal.

The main points

Intro letter

Kickoff your proposal with a nice letter to the client. Tell them a bit about yourself, why you’re excited to work on this project with them, a basic overview of what’s included in the proposal, and thank them for their interest in your services.

The problem

Clearly articulate what you understand the client’s problem to be. What is it that they want you to help them solve?

The solution

Summarize how you plan to help them solve the problem. This is just a summary; in the next section, you’ll go into more detail.

Scope of work

The basic scope of work template is to explain your process in detail by indicating the different steps you’ll take to arrive at the solution. What is your process? Don’t get too granular — that’s boring, and your potential client likely isn’t an expert at this anyway, which is why they’re looking to hire you.

Timeline

It’s often helpful for the client to get a sense of how long things will take. List out each item you presented in your scope of work and give an estimated range of how many days each phase will take.

Cost

“How much will this work cost me?” That’s often one of the biggest questions clients have. Freelancers use different pricing methods for their services, such as by project phase or deliverable, by hour, or as a singular project price.

Other things to consider

Terms

State the terms of the proposal, explaining that the document isn’t legally binding — the contract is the legally binding document, and that will come next.

Signature

A signature isn’t always required to get a proposal approved, but it’s an option if you need it.

Images

Spruce up your proposal a bit with some imagery. Don’t go too far with it; images should supplement the story you’re telling in the proposal, not distract from it.

Engaging embeds

Embed a song from SoundCloud or Spotify, a video from YouTube or Vimeo, a moodboard from Pinterest, or your Calendly scheduler to give your lead the option to chat with you before they approve the proposal.

Testimonial

These can come across as too salesy, so use them sparingly. A well placed testimonial can reinforce for your potential client why they can feel comfortable hiring you.

Win more business.

Start for free
Indy Proposals

FAQs

Why do freelancers need a proposal?

A proposal is the one thing standing between you and getting freelance work. But what is it? Proposals help state a client’s problem, propose how you can provide the solution, share your qualifications, and the price for your services. In short, a well-crafted proposal increases your chance of winning a client. Although sending a proposal is an essential part of a freelancer’s workflow, it also happens to be one of the more tedious tasks bogging freelancers down. That’s why we created a faster way with Proposals.

How can Indy help with proposal creation?

Indy’s proposal templates give you an outline to speed up the creation process. You can design your proposal using content blocks. Just fill in the fields with yours and your client’s information. After that, it’s up to you how detailed you get. Our templates have all of the essential elements that you can leave as is or tweak to meet your needs. Add additional text or images, or even embed elements right into the proposal—from YouTube videos to Twitter posts to meeting booking with Calendly—anything you think will sell your services and you. Need to rearrange anything? You can add, delete, or move content blocks with drag-and-drop ease. It’s your proposal, your choice.

How can I send a proposal to a client?

When you finish creating a proposal, you can click preview to see how the proposal will look for clients. Everything looks good? Perfect! You can move on to the review process to personalize an email to potential clients. Once you send the email, the proposal will show up in their inbox. You’ll be notified once the proposal has been read and approved. Boom! Congratulations on pitching your next client (and you didn’t even break a sweat).

How does the proposal approval process work?

Clients can approve proposals with just a few clicks. They’ll have the option to accept or decline. Or, leave comments with any questions or feedback for you to answer. Landed the job? Great! You’ll be notified as soon as a client approves your proposal. Time to crack the knuckles and let the work begin!

How do I create proposals specific to my profession?

We provide templates for over a dozen professions that have been carefully crafted to help give you a head start, as well as a standard proposal template you can use. To help make your proposal look engaging and personalized, templates come with a header image already added; you can swap it out with your own image if you'd like.

Do Proposals integrate with Indy’s other tools?

Yes, they do! Proposals seamlessly integrate with another one of Indy’s popular tools, Invoices. As soon as the proposal gets accepted, an invoice can automatically generate based on the contents of the estimate. This lets you skip a step when invoicing, saving you even more time. Why complete the same task twice? With Indy, you won’t have to. Just sit back, take a sip of your latte, and let Indy take care of it.

Can I customize Indy’s proposal templates?

Customize away! Sending a proposal is often the first impression clients will have of you, so giving you the freedom to customize proposals is really important to us. The proposal header lets you start strong by adding a catchy title, your business logo, and a background image that captures your brand. Other branding options include the ability to select your business colors and font style to make your proposals shine.

The Independent Worker

Explore our blog for more info on closing deals.

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