Less admin between you and your next client.

A good proposal sets the tone

For a design project, consulting engagement, or ongoing service, make the scope easy to understand. Bring deliverables, quantities, prices, and terms into a branded quote.

Follow up with something useful

Use quote views and email opens as context, not a promise that the job is won. Answer an open question, clarify a deliverable, or agree the next step. Engagement features depend on your plan.

Carry the agreement into the invoice

Once you and your client agree on the work, create an invoice from the quote. Include payment instructions and update the status when payment arrives.

A consulting project, from enquiry to invoice

Imagine a consultant preparing a workshop for a client. The proposal needs to cover preparation, the workshop itself, and a written summary. Treat those as clear line items so the client can see what the fee includes.

1. Save the client contact and company so the offer has a clear recipient.
2. Create a quote with the deliverables, dates, fee, and payment terms.
3. Send a personal message with the quote link and invite questions.
4. Confirm the scope before starting. Use electronic acceptance if your plan includes it.
5. Create the invoice from the agreed quote, add payment instructions, and update its status when paid.

This is an illustrative workflow, not a customer testimonial.

Choose a plan around the work you send

Start Free to organize up to 100 contacts and 100 companies, with unlimited watermarked quotes and invoices. Growth adds branded documents without watermarks, email engagement tracking, walkthroughs, and e-signatures. Compare the allowances against how many proposals you send and how often clients need to sign.

Common questions