Manual or agent-assisted drafts
Start in the editor, or let an authorized MCP-compatible assistant create a draft from the client, project and service context you choose. Review it before publishing.
Online proposal maker for freelancers
Create a proposal online with client details, scope, line items, timing, taxes and terms. Preview the PDF, share one secure client link, and keep questions and the final decision beside the proposal. You can draft manually or ask an authorized MCP assistant to prepare a draft for your review.
7 days free. No credit card required.
The problem
A proposal should give the client one current version to review and one clear way to respond. Proposa keeps the editor, PDF, secure client page, conversation and decision connected, so you can follow the proposal after it leaves your screen.
Start with structured client, project, scope and pricing fields.
Share the current proposal as a secure page or download its PDF.
Keep client questions, updates, files and the final decision together.
Features
Use the editor for the offer itself, then give the client a page where they can review, ask, approve or decline.
Start in the editor, or let an authorized MCP-compatible assistant create a draft from the client, project and service context you choose. Review it before publishing.
Choose one of four layouts, then set your logo, colors, font, currency, tax rate, recurring fees and terms.
Add a project description, one-time line items, quantities, unit prices, optional recurring fees, timing and payment details.
Preview and download the proposal as a PDF, or activate a private client link that serves the current version.
The client can read or download the proposal, send a message, accept it or reject it with a reason from the secure page.
The dashboard records client views, messages, acceptance and rejection, while the owner preview stays out of the client-view signal.
Three steps
The same record carries the draft, client link and response, so the handoff stays easy to check.
Add the client, project, line items, taxes, timing and terms yourself, or review the draft returned by MCP.
Check the totals and PDF preview, choose a template, then activate the client link when the proposal is ready.
Read client messages, share updates or documents, and see accept or reject recorded on the proposal.
A document editor handles the page. Proposa carries the proposal through the client review and response.
FAQ
It is a tool for creating, presenting and managing client proposals. Proposa keeps structured pricing, the client link, questions, status and acceptance in one proposal workflow.
Yes. Build the proposal in the editor, preview the client view, download a PDF, or activate the secure client link. You can use either format when it fits the client's process.
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.
No. The secure link lets the client read or download the proposal, ask a question and record a decision without creating an account.
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.
See what proposal tracking records after send, or use the practical guide to tighten the structure before you publish.
Create the offer, review every detail and give the client one current place to decide.