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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

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.
Indy Text
Text
The essential building block of your proposals where all the valuable storytelling takes place.
Indy Image
Image
Add visuals to your proposal to supplement your story.
Indy Embed
Embed
Embed a song from SoundCloud or Spotify, a video from YouTube or Vimeo, a moodboard from Pinterest, or your Calendly scheduler. There are so many options.
Indy Timeline
Timeline
Express how much time you expect each deliverable to take.
Indy Estimate
Estimate
Give your potential client your best guess of what your services will cost. Estimates shares much of the same functionality as our Invoices tool, so you can configure your estimate to automatically convert to an invoice when the proposal is approved.
Indy Signature
Signature
Need to make the proposal feel more official? Typically proposals aren’t legally binding (that’s the purpose of Contracts), but we give you the option to collect an autograph if you need to.

Win

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
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

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
  • Add a cover image
  • Include your logo
  • Give it a title
  • Set an expiration date
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.
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

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.

proposal

The Independent Worker

Explore our blog for more info on closing deals.