Start from a template, add your logo and colors, move the sections until the document argues in the right order, then send it for approval. When the client says yes, the proposal becomes an invoice without the pricing being typed again.
What is inside
The builder covers the whole life of the document: writing it, making it look like your business, getting it approved, and billing from the version the client agreed to.
Minutes, not an afternoon
A new proposal opens as a working document rather than an empty editor. Fill in the parts that are specific to this client, leave the structure that is already there, and send it while the conversation is still fresh. The interface stays out of the way of the writing.
More than forty proposal templates ship with the account, each built around the sections a serious proposal needs: what the work is, what it costs, how long it takes and what the terms are. Pick the one closest to the job and edit from there.
Down to the fonts
Branding is not a header you paste in. Set the logo, the colors and the fonts, then add, remove or reorder sections until the document reads the way you would present it. Media and links can sit inside a section, so a case study can point at the actual work.
A proposal that ends in one number invites one question. A pricing table sets the fees out item by item, so the client can see what each part of the job costs before they approve it. The table is customizable, and it totals itself as you build it.
From sent to billed
Send the proposal and the approval runs through the system rather than through your inbox. You are notified when a client approves or asks for a change, revisions are made on the document itself, and the history of what was altered stays with the record.
The moment a proposal is accepted it becomes billable work. Convert it into an invoice and the pricing comes across as agreed, in the same format and with the same figures, which removes the retyping step where the errors usually creep in.
Also included
Proposals sit in the same account as your estimates, invoices and customers, so nothing has to be rebuilt once the work is won.
Keep the sections you reuse, such as your background or your terms, and drop them into a new document.
The client approves and signs in the browser, and the signed version stays with the proposal.
An accepted proposal becomes an invoice without the pricing being keyed a second time.
Add, remove or reorder blocks so the document builds its case in the order you want.
Put images and links inside a section to show the work rather than describe it.
Break the fee down item by item instead of presenting the client with one figure.
Know when a proposal has been approved or handed back with a change request.
Make a change to a live proposal and keep a record of what was revised and when.
Logo, colors and fonts, so the proposal looks like the rest of your business.
Price the work in the client's currency and still read your revenue in your own.
When the job needs a priced quote rather than a written pitch, send an estimate.
Ask for part of the accepted total before the work starts and bill the balance later.
Questions
It is the part of Invoice Crowd where you create, customize and send professional proposals. Everything happens in the account you already invoice from, so the document, the approval and the invoice that follows it all live in one place.
Sign in, open the Proposals section and begin a new document. Choose a template, edit the sections that need to say something specific about this client, add your pricing, and send it. Most of the work is editing rather than writing from scratch.
More than forty. Each one is a complete document covering the sections a proposal usually needs, with layouts to suit different kinds of work. You can change any of it, from the wording to the pricing table, and keep the version you prefer.
Yes. Add your logo, set the colors and fonts, and rearrange the content until the document is laid out the way you present. You can also embed media and links inside a section, so the proposal can show work rather than only describe it.
You are notified, and the accepted proposal can be converted into an invoice in a few clicks. The pricing carries across unchanged, so the amount you bill is the amount the client agreed to and nothing has to be entered again.
Proposals sit inside your account behind your own login, and the document a client opens is sent over an encrypted connection. Team members see only what their role allows, so a proposal is not visible to everyone in the business by default.
Start from a template, make it look like your business, and let the approval turn straight into the invoice you were going to write anyway.
