Client Proposals
Professional proposals straight from the platform
Create, send, and track business proposals without switching tools. Custom branding, a shareable link, and up to 50 proposals per month from the Starter plan.
Four steps to results
Create a proposal from a plan
Select the plan you want to base the proposal on. AI suggests a structure and price based on the scope.
Add terms and pricing
Edit the service description, add price, delivery dates, and payment terms. All in a clear editor.
Send via shareable link
The client gets a link with a professionally formatted proposal. No registration or installation required.
Track proposal status
See when the client opened the proposal and track its status: sent, viewed, accepted, declined.
What you get
- Custom logo and branding (Starter+)
- Shareable link — no client registration needed
- Real-time proposal status tracking
- 50 proposals / month (Starter), unlimited (Pro)
- 2 proposals / month free
Who benefits
Consultant or coach
A coaching program or strategic audit proposal directly from the environment where you process client plans.
Agency or freelancer
Propose a project with clearly defined deliverables. The client sees what they get, for how much, and by when.
Ready to try Client Proposals?
Client Proposals is available from the Starter plan. The basic version is free.