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.
A nice balance of features and functionality to help you focus on crafting an impactful proposal that wins you new business.
We have several proposal templates ready for you to get started. Just dive in and update the info as needed.
An estimate you create in a proposal can automatically convert into an invoice when the proposal is accepted.
Keep track of each proposal’s status, including Draft, Sent, Read, and Approved. You’ll know who you need to remind — resending is simple.
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.
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.
Clearly articulate what you understand the client’s problem to be. What is it that they want you to help them solve?
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.
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.
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.
“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.
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.
A signature isn’t always required to get a proposal approved, but it’s an option if you need it.
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.
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.
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.
Explore our blog for more info on closing deals.