Show clients exactly what they're paying for
Break a proposal into deliverables and priced line items, with expenses and discounts, so scope is agreed before the work starts.
One number hides the scope
A proposal with a single price leaves room for everyone to remember it differently. The client thinks the copywriting was included. The team thinks it wasn’t.
Breaking the price into parts settles that before the project starts, and gives you something to measure the work against.
A deliverable is something the client gets, like a new website. A line item is the work or cost that makes it up, like design, development or hosting.
How a proposal is built
Priced from your own rates, line by line.
Priced from your own rates
Each line item is priced by one or more roles from your rate cards, in hours or days, or as a fixed fee. The rate is saved on the line, so changing a rate card later doesn't reprice an old proposal.
Four ways to price a proposal
Hour-based, fixed fee, retainer, or capped time and expense. A fixed fee can be an amount or a markup, and capped proposals show the cap, what's been used and what's left.
Lines that become the work
When a proposal's approved, each line item can become a subtask with its description, discipline and estimated hours.
The details
The parts of a proposal that usually get missed.
Expenses
Add hosting, licences or freelancers with a supplier and markup, in the currency you were charged
Discounts
Take an amount or a percentage off labour, expenses or both
Descriptions and notes
A description your client reads, and internal notes they never see
Clone and reorder
Copy a deliverable or a line item, and drag everything into order
Deliverable templates
Drop in a saved deliverable, priced with the rate card you choose
Expected cost
See what each line is expected to cost you, if you can see financials
Questions about deliverables and line items
Yes. Each role on a line item has its own rate and unit, so you can mix hours and days in one proposal.
No. The rate is saved on each line when you add it, so earlier proposals keep their prices.
Not the approved version. Create a revision to make changes, and the new version needs approving again.
Price the work so the scope is clear
Or see how this fits with the rest of your proposal.