/00 · Freelance Proposal Software

Win More Clients with Professional Proposals

Create branded proposals with pricing, send them to clients, and track views and acceptance — then auto-generate the contract from the same screen.

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The Context

A great proposal is the difference between a "let me think about it" reply and a same-day signature. But most freelancers cobble proposals together in Google Docs, lose track of which client got which version, and never know whether their proposal was actually opened. The result: long sales cycles, awkward follow-ups, and lost deals to competitors who simply made it easier to say yes.

Workraft's freelance proposal software fixes that. Branded proposals generate from reusable templates in minutes, clients accept them online with one click, and you see exactly when (and how many times) each proposal is opened. Once accepted, the proposal flows straight into a contract and project — no copy-pasting, no version drift.

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Features

Everything you need.

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Branded proposal templates

Build proposals with your logo, brand colors, custom sections, scope-of-work language, and pricing breakdown. Save them as templates for repeat use.

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Line items with itemized pricing

Break down deliverables into clear line items with quantities, rates, optional add-ons, and discounts. Build trust through transparency.

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One-click sending and online acceptance

Send a unique proposal link via email. Clients review and accept online with a digital signature — no printing, scanning, or back-and-forth.

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View tracking with notifications

Get notified the moment a client opens your proposal. See total view count to know if a stakeholder is sharing it internally.

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Auto-generate contract on acceptance

When a proposal is accepted, Workraft drafts the matching contract with scope, pricing, and terms pre-filled — ready to send for e-signing.

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Reusable service packages

Save your common offerings (logo design, monthly SEO, brand audit) as packages and drop them into any proposal in two clicks.

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Use Cases

Who uses freelance proposal software.

A brand designer pitching three logo packages

Send one proposal with Bronze ($1,500), Silver ($3,000), and Gold ($6,000) options. Client picks one, signs, and the project kicks off — all from the same link.

A consultant proposing a discovery sprint

Use a saved "2-week discovery" template. Tweak the deliverables for the specific client, send, and get acceptance + a signed contract within 48 hours.

An agency closing a multi-phase build

Break a $40K project into three phases with separate scope, pricing, and timelines. Client accepts the full proposal but is invoiced per phase.

A copywriter responding to a cold inquiry

Send a polished, branded proposal within an hour of the inquiry call. Beat slower competitors to the signature.

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How It Works

From sign-up to sent in minutes.

  1. 01

    Pick a template or start blank

    Use one of your saved templates or build a fresh proposal in the editor.

  2. 02

    Customize for the client

    Pull in client details from your CRM, add scope sections, set pricing.

  3. 03

    Send and watch in real time

    Share the unique link. See open notifications and view counts as the client reviews.

  4. 04

    Accept and convert

    Client signs digitally. Workraft auto-generates the contract and creates the project.

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Workraft vs the old way

Why this matters.

WorkraftThe old way
Branded online proposal with view trackingGoogle Doc emailed as a PDF — no idea if it was opened
Acceptance + signature in one clickPrint, sign, scan, email back — clients drop off
Proposal flows into contract automaticallyCopy scope into a separate Word contract, hope nothing changes
Reusable templates and service packagesSearch inbox for "last similar proposal," start from there

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FAQ

Common questions.

How long does it take to send a proposal in Workraft?

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For repeat services, under 5 minutes from a saved template. For brand-new scopes, 15–30 minutes including pricing and scope language. Compare to 1–2 hours building from scratch in Google Docs.

Do clients need an account to view or accept a proposal?

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No. Clients receive a unique link and accept with one click — no login, no signup, no friction. They can return to the same link anytime to review.

Can clients comment or request changes on the proposal?

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Yes. Clients can leave inline comments on specific sections and request revisions before accepting. You see the comments instantly and can reply in-thread, then push an updated version.

What happens after a proposal is accepted?

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Workraft drafts the contract using the proposal's scope and pricing, creates a corresponding project with placeholder tasks, and queues the first invoice (deposit or upfront, depending on your terms). All you do is review and send.

Can I A/B test different pricing in proposals?

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You can include multiple priced packages in one proposal (e.g., Basic / Standard / Premium tiers) and let the client pick one at acceptance. Workraft tracks which option each client chose so you learn which packaging converts best.

Are proposals legally binding once accepted?

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A proposal acceptance is generally not a substitute for a contract. Workraft's flow is designed so acceptance triggers an immediate contract generation — that contract, once signed by both parties, is what creates the binding agreement.

Ready to try freelance proposal software?

Free to start. No credit card required. Pro is $19/month, billed monthly, cancel anytime.

Create Your First Proposal