Start from a template in your library instead of a blank page. Lay out the scope, then offer packages at different prices and optional add-ons the client can choose. Every proposal can be adjusted for the client in front of you.
Each proposal has its own private link. Your client reads it, picks a package and any add-ons, then accepts, declines or asks for changes. You can see when it's been opened, so you know when to follow up.
Draft contracts in a block builder, one clause at a time. Each contract is linked to the client, the project and the proposal it came from, so the paperwork sits right next to the job.
Send the contract through a private link, or let your client sign it in their portal. Once they've signed, you add your countersignature. You both get a signed PDF with a signing certificate.
Start from your template, then offer packages and optional add-ons.
Your client picks a package and accepts, and you see when they open it.
They e-sign, you countersign, and you both keep the signed PDF.
Proposals and contracts sit between the lead and the work. An accepted proposal becomes the basis for the contract, and a signed contract gives the project a clear start, with the agreed scope attached.
One calm place for each client to follow the work.
Leads, follow-ups and client profiles in one pipeline.
A one-tap timer that feeds your invoices.
Numbered invoices, reminders and online card payments.
Free tools
A clean, copy-ready proposal outline that reads like a letter and closes like a contract.
Free tool →Freelance contract templateA plain-language contract with the clauses that actually protect independent work.
Free tool →Scope-of-work builderTurn a loose brief into a tidy deliverables list you can paste straight into any proposal.
Free tool →Rate-increase letterA kind, firm note that raises your rates without losing the client on the other end.
Free tool →From the blog
Proposals & pricingScope creep starts in the proposal: writing one that protects the projectMost scope creep is written in on day one. Here's how to write it out.Product notesFrom lead to contract in one calm thread: a tour of the handoffHow one inquiry becomes a signed agreement without a single copied email.