Win the work with a proposal that reads like it was designed for the client, not copy-pasted from the last one.
Frequently asked questions
- What goes into the proposal template?
- A cover page, project scope, pricing breakdown, and terms — the same sections a client expects from an agency pitch.
- Can I send it directly to a client?
- Export as a branded PDF and send it however you like — email, a client portal, wherever the conversation already lives.
- Does it link to my other documents?
- Yes. Attach a client to a proposal and every invoice or agreement you send them later shows up on the same client page.