Manual or agent-assisted drafts
Start in the editor or ask an authorized MCP-compatible assistant to prepare a structured draft from the context you choose.
Freelance proposal software
Proposal software for freelance projects and monthly retainers.
Set out the project scope, one-time price and recurring services in one proposal. Choose your PDF template, review the client page and share a private link for questions and a decision. Prepare the draft in the editor or with an assistant you authorize.
7 days free. No credit card required.
- Four polished proposal templates
- PDF export and a secure client page
- Views, messages and decisions in real time
The problem
Move from brief to client decision without document sprawl.
A proposal should not disappear into a chain of files and follow-up emails. Proposa gives solo professionals a focused workflow for preparing the offer, presenting it clearly and knowing what happened next.
- 1
Stop rebuilding pricing and terms in a blank document.
- 2
Give the client a current version instead of another attachment.
- 3
Keep questions, approval and activity attached to the proposal.
Features
Everything a freelancer needs to create and send a proposal
The editor stays simple, while the client-facing workflow covers the part that a static PDF misses.
Professional templates
Choose from four layouts, then apply your logo, colors, currency, taxes, recurring fees and terms.
Clear scope and pricing
Organize services, quantities, optional items, timing and payment details so the offer is easy to scan.
PDF and secure client link
Download a polished PDF or share a private page where the latest proposal is always available.
Client actions without an account
The client can read, download, ask a question, accept or reject from the secure proposal page.
Live proposal activity
See genuine client opens, messages and decisions in the dashboard instead of guessing after you send.
How to quote a project and a monthly service
These examples show how to structure an offer. Amounts are illustrative, before any taxes you apply.
Website design and development
Describe five pages, responsive design, development and two revision rounds. Add the delivery timeline and payment terms; state who provides the copy and images.
Add project items totaling €2,400 and a €90/month hosting and maintenance fee. The recurring fee appears separately from the project total and is billed separately.
The client reads the current proposal, asks which maintenance tasks are included and accepts or rejects on the same private page. The message and decision stay with the proposal.
Monthly marketing retainer
Specify eight posts and one reporting session per month, the review process and start date. State how additional work and advertising spend will be handled.
Show a €250 one-time setup item and a €600/month recurring service fee. Keep the monthly fee separate from the setup total; use your billing tool to invoice the client.
The client can ask about the monthly deliverables before deciding. After acceptance, you can share updates and documents through the same link.
Three steps
How the online proposal maker works
The workflow is short enough for a solo freelancer and structured enough to reuse on the next project.
- 01
Prepare the offer
Add the client, scope, line items, timeline and terms yourself or review a draft prepared through MCP.
- 02
Publish one secure link
Check every detail, choose a template and publish only when the proposal is ready for the client.
- 03
Follow the decision
Respond to questions and see the client accept or reject without losing context across inboxes.
Keep the proposal and client response together
Word processors can format a proposal. Proposa also keeps the client response connected to it.
Static document workflow
- Copy an old file and fix every leftover detail
- Send attachments with no reliable client signal
- Collect questions and decisions in separate emails
- Search for the latest version before every follow-up
Proposa workflow
- Reuse business defaults and structured proposal fields
- Share one current, secure client link
- Keep questions and decisions in the same workspace
- Follow up using the real activity timeline
FAQ
Questions about freelance proposal software
What is proposal software for freelancers?
It is a focused tool for creating, presenting and managing client proposals. Unlike a document template alone, proposal software can keep pricing, the client link, questions, status and acceptance in one workflow.
Can I create proposals manually in Proposa?
Yes. Every proposal can be built and edited in the regular interface. Connecting an AI assistant through MCP is optional and every draft stays under your control.
Does my client need a Proposa account?
No. The secure link lets the client read or download the proposal, ask a question and record a decision without creating an account.
Can Proposa replace my invoicing or project management app?
Proposa is centered on proposals and the client decision record. You can keep useful updates and shared files with the work, but it deliberately avoids a full task-management or accounting system.
Go deeper before you send
See how tracking changes the follow-up, or use the practical guide to tighten the structure of your next proposal.
Send a proposal that already knows what happens next.
Create the offer, review every detail and give the client one clear place to decide.