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.
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 professional project proposals
Fully customize your proposals
Drag-and-drop proposal design
- Text
- Image
- Embed
- Timeline
- Estimate
- Signature
The essential building block of your proposals where all the valuable storytelling takes place.
Win new business
Welcome to a simplified client communication process
Response times are everything when onboarding new clients. Know the moment a client views and accepts a proposal with instant status updates, so you can secure their business and fast-track the next steps.
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.
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Proposal templates
FROM
TO
Hello,
Thank you for agreeing to allow me to present my proposal to you. It was great to speak with you, and I look forward to working with you at your company in the United States.
As I mentioned yesterday, I come from an administrative/secretarial/PA background and have built the skills and experience in providing virtual assistant services. It’s my goal to focus my skills on your company to increase your administrative capabilities across all departments so that your teams can concentrate on growing the business.
My proposal details how I hope to achieve this and outlines my creative process. If you have any questions or thoughts about how my services can better fit your needs, please reach out, and we can set up a phone call. I'm happy to adjust.
My work enables companies like yours to handle the overflow of administrative tasks, so your teams can focus on their job roles without wasting time on day-to-day admin. I’ve been assisting companies with managing their admin and secretarial requirements for more than five years.
Virtual Assistant Proposal Template
Knowing how best to offer your virtual assistant services can be a challenging task. However, using our range of templates you can create a distinctive, expert proposal.
FROM
TO
Thank you for contacting me. I put this proposal together based on our conversations. Here are a few quick observations:
I want to increase the sales closure rate of their salespeople from 8% to the industry standard of 14% within the next three months.
I will meet with the managers and salespeople, and then craft a specific training and growth plan to improve the performance of the sales team.
A new system for tracking leads, conversations, and closures will be implemented to make tracking success easier.
As you continue through this proposal, you will see how my Consulting services can help you meet your goals and your deadlines.
My work enables companies like yours to maximize their profits by boosting their sales closure rates. I’ve been assisting companies with training of sales teams for over 23 years. I bring a lot of sales experience and insider knowledge to the table and am confident I can help you achieve their goals.
Consulting Proposal Template
If you are a consultant looking to expand your client base, you can efficiently produce a bespoke consulting proposal document from our broad range of well-designed templates. It's quick and simple and you can start right now.
FROM
TO
Hello,
Thank you for allowing me to present this proposal to you. It was great to speak with you, and I look forward to helping you shape your company brand in the United States.
As I mentioned yesterday, I come from a website development background and understand how UX can impact conversion rates. Your company's product is already fantastic. It's my goal to use website design to increase brand awareness and encourage people to act.
The rest of my proposal details how I hope to achieve this and outlines my creative process. If you have any questions or thoughts UX capabilities can better fit your needs, please reach out, and we can set up a phone call.
My work enables companies like yours to maximize their profits and boost conversion rates through enhanced UX capabilities. I’ve been assisting companies with conversion rate optimization for more than five years.
UX Proposal Template
Select one of our existing templates and add some details from your organization to create a UX proposal document that stands out from the crowd.
FROM
TO
Thank you for contacting me. I put this proposal together based on our conversations. Here are a few quick observations:
Your company wants to raise the engagement on their Facebook, LinkedIn, and YouTube channels. We will monitor each account, respond to comments, and schedule posts to occur according to your publishing plan. Weekly progress reports with data about comments, likes, shares, and mentions will be prepared and sent.
As you continue through this proposal, you will see how my social media services can help you meet your goals and your deadlines.
My work enables companies like yours to boost their social media presence by publishing new content regularly, engaging with their customers, and providing rapid responses to new comments and feedback.
Social Media Proposal Template
Knowing how best to offer your social media services can be a challenging task. However, using our range of templates you can create a distinctive, expert proposal.
FROM
TO
Thank you for contacting me. I put this proposal together based on our conversations.
Here are a few quick observations:
- You want to hire a professional photographer for the company’s annual sales and celebration conference in November.
- You will visit the venue, create a shooting schedule, and personally oversee the team of three photographers who will be on hand to record the event.
- After the event, I will select the best 600 photographs for you to choose from. Our standard contract allows clients to choose up to 120 of these photographs. Full copyright for these photographs will be transferred to the client.
As you continue through this proposal, you will see how my photography services can help you meet your goals and your deadlines.
My work uses the best techniques for live event photography. I’ve made extensive investments in camera equipment, lighting, and props to create the perfect shots for your plans.
Photography Proposal Template
Offering a creative service such as photography means that you need an aesthetic, eye-catching proposal. Simply add a few key details from your business to one of our templates to get started.
FROM
TO
Thank you for contacting me. I put this proposal together based on our conversations. Here are a few quick observations:
Your company is launching a new product line for their hiking backpack products. New, appealing copy is needed for the product names, descriptions, and the launch ad campaigns on their website and social media channels. The new copy should be ready for the launch in October before the holiday season.
I will write the copy for all these outlets and coordinate with the art team to create effective copy for the ad campaign creatives.
The goal is to launch the products in October. This soft launch will provide a short trial before the big selling weeks of the holiday season. The ad campaigns should be ready no later than mid-September to allow for focus groups and ad testing before the budget ramps up during the soft launch.
As you continue through this proposal, you will see how my website design services can help you meet your goals and your deadlines.
Copywriting Proposal Template
With many copywriters offering their services, you need a proposal that stands out from the crowd. To make sure your proposal is irresistible, look no further than Indy’s excellent selection of customizable templates.
Proposals FAQs
Why do freelancers need a proposal?
How can Indy help with proposal creation?
How can I send a proposal to a client?
How does the proposal approval process work?
How do I create proposals specific to my profession?
Do Proposals integrate with Indy's other tools?
Can I customize Indy's proposal templates?
Does Indy have free business proposal software?
Can I automate my proposals with Indy?
Does Indy provide free proposal templates?
Who should use online proposal software?
What do you put in a proposal?
- Introduction: An executive summary stating who you are and outlining what the prospective client can expect from the rest of the proposal.
- Project Description: Describe the project that you are proposing.
- Client's Problem: State the client's problem that you are trying to solve.
- Your Solution: Propose your solution that will solve the client's problem.
- Scope of Work: Detail the objectives of the project, the deadline, and the deliverables.
- Estimate: State how much you are charging for each deliverable.
- Agreement: A section that lets your client sign off on the proposal, showing that they agree to work with you. Important note: You will still need to send a contract to make this a binding agreement.
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