Send a client a proposal

A proposal sells your work to a business: what you'll do, what it costs, and how they pay over a term. You build it on one page, and as you go it's laid out the way your client will read it: a web page on your website, a PDF and a print file.

Your services

Your proposals are made from your services: the work you sell, each with its price and what it includes.

1. 1

   Open Proposals from your menu.

2. 2

   Open Your services.

3. 3

   Add each piece of work you sell. Tap any one to reword it.

A change to a service reaches the proposals you write after it, never one already sent.

Build the proposal

1. 1

   Press New proposal.

2. 2

   Who it's for: their business. Press Next: Choose the work.

3. 3

   The work: choose it from your services, or write a new piece here.

4. 4

   How they pay: One payment, or the total split monthly over a term of 1 to 36 months. Under Also offer, for smaller payments, offer up to four longer terms.

5. 5

   When the term ends: the plan they move to, up to two more they may choose instead, or nothing, so the agreement ends with the term. Choose what their account is on during the term: one of your plans, or The work only.

6. 6

   The words: the headline, the letter (or Use the standard letter), what they want, who signs it, and the date it's open until.

Every change is saved as you make it.

Send it

1. 1

   Press Next: Send it to them.

2. 2

   Copy Its link, or Email it from your own mail. The PDF and the print file are there too.

Its link opens the proposal on your website, so your website needs to be live. If it isn't yet, Open your website takes you there.

Follow it

Your list shows each proposal under Out with clients, Accepted or Drafts, with where it stands: Sent, not opened yet, how many times it's been opened, or Withdrawn. Withdraw it takes one back. Choose a new date keeps one open longer.

How your client accepts and pays: How does a client pay over a term?