Win clients over with easy-to-use proposal software

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.

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.

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).

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!

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.

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.

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.