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Win work / Proposals

Proposals clients can accept on one link.

Turn a brief into a priced proposal in your own voice, send one link, and see when it's opened. When the client accepts, the client and project are set up for you.

Start your 14-day trial

14 days free. Card at checkout; cancel before day 14 and pay nothing.

How it works.

  1. 1

    Start from the brief

    Paste it, upload a file, or use what a client told you in discovery. It drafts the proposal, and you can redraft, shorten or expand any written section.

  2. 2

    Price it your way

    Fixed price, time and materials, retainer or milestones, with up to three options and optional extras. Owners and admins see the margin; the client never does.

  3. 3

    Send one link

    The client picks an option, adds a PO number and accepts by typing their name. You know the moment it's opened.

  4. 4

    Accepted means set up

    The client, their contacts and the project are created for you, with draft invoices for anything your payment schedule makes due. Nothing is sent to anyone until you say so.

The details that matter.

  • Your voice, not a template's

    Choose plain, warm or formal, and give it past proposals to learn your tone and structure.

  • A win rate you can see

    Every proposal is tracked from sent to viewed to decided, so you know how many you win.

  • Everyone's included.

    Proposals comes with every plan. No per-seat billing, no add-on to buy.

Connected to the rest of your business.

Because it's one system, Proposals works with these out of the box.

  • Client Discovery

    Your client explains the project before the first call.

    How it works

  • Business Analyst

    Scope the job properly before you price it.

    How it works

  • Documents

    Contracts and policies, drafted, signed and filed.

    How it works

  • Invoicing

    Invoices out on time, and reminders you don't have to write.

    How it works

Bring the whole business under one roof.

Your team, your clients, your projects and your money, with everyone included.

Start your 14-day trialSee pricing

Every part of the product unlocked for 14 days, with a trial allowance of AI usage. Card details at checkout, nothing charged until day 14, cancel any time before then.