Creating proposals, invoices and contracts
Posted: Sun Dec 15, 2024 8:37 am
As a freelancer, I spent a lot of time creating proposals. This meant editing page layouts, graphics, and other elements to make sure they fit our clients.
We don't want to risk anything and add everything manually. This is our guarantee to ourselves that our work will receive the attention it deserves.
Tools like Prospero make proposal creation quicker and easier. You can choose from over 30 templates or create your own.
Team templates are designed for several industries such as writing, graphic design, photography and more. You don’t miss anything important: each template is filled with critical elements such as an overview, why you, milestones, fees, payment terms and more.
You can automate everything from writing a proposal to getting paid.
You can also set up your own branding within GoProspero whatsapp database so that it is automatically applied to each proposal. Additionally, you can insert your own slides, images, logos, videos, etc. into each proposal. Goprospero automatically creates a new project once a client signs a contract.
Set reminders to remind your client to approve the project in a timely manner and alert them to anything significant, from the moment the client reads the proposal until it is signed.
You can develop a self-deleting offer if it is not signed within a certain period. In addition, you can view how many times the client has viewed the offer.
Goprospero makes it easy for you to go from proposal to invoicing and getting paid with virtually no effort on your part.
Billing clients or constantly asking them for payment is not every freelancer's dream.
But it's important. It's a pain in the ass, but paying on time will help you plan for everything else.
HoneyBook is another tool that can, for example, send online contracts after deals are closed and create online votes after a contract is signed.
5. Manage your tasks
A project management interface displaying tasks in various stages, featuring a chair image and task details.
When you run your own business, no one else is keeping track of your tasks and to-do lists. However, that can change if something tracks your activities for you and everyone in one place.
We don't want to risk anything and add everything manually. This is our guarantee to ourselves that our work will receive the attention it deserves.
Tools like Prospero make proposal creation quicker and easier. You can choose from over 30 templates or create your own.
Team templates are designed for several industries such as writing, graphic design, photography and more. You don’t miss anything important: each template is filled with critical elements such as an overview, why you, milestones, fees, payment terms and more.
You can automate everything from writing a proposal to getting paid.
You can also set up your own branding within GoProspero whatsapp database so that it is automatically applied to each proposal. Additionally, you can insert your own slides, images, logos, videos, etc. into each proposal. Goprospero automatically creates a new project once a client signs a contract.
Set reminders to remind your client to approve the project in a timely manner and alert them to anything significant, from the moment the client reads the proposal until it is signed.
You can develop a self-deleting offer if it is not signed within a certain period. In addition, you can view how many times the client has viewed the offer.
Goprospero makes it easy for you to go from proposal to invoicing and getting paid with virtually no effort on your part.
Billing clients or constantly asking them for payment is not every freelancer's dream.
But it's important. It's a pain in the ass, but paying on time will help you plan for everything else.
HoneyBook is another tool that can, for example, send online contracts after deals are closed and create online votes after a contract is signed.
5. Manage your tasks
A project management interface displaying tasks in various stages, featuring a chair image and task details.
When you run your own business, no one else is keeping track of your tasks and to-do lists. However, that can change if something tracks your activities for you and everyone in one place.