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Looking For Proposal Software? Show Value, Win Clients with FreshBooks

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BUSINESS OWNERS LOVE FRESHBOOKS PROPOSALS

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Save up to 36 hrs/month using FreshBooks for Accounting and Invoicing

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100% of users think FreshBooks Proposals make them look more professional

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Create and send Proposals 20% faster using FreshBooks

Polish Up Your Elevator Pitch

Custom Proposals give your clients all the details, supported by images and attachments. Scope it out, outline their needs and how you meet them, then click send.

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Close and Get Paid, Here’s How

With in-app commenting, online approval and eSignatures, Proposals help your clients take action. Align timelines and easily convert Proposals to Invoices to save time billing.

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Have They Read It? Check Proposal Status!

In progress, viewed, or accepted. You always know the status of a Proposal. Client questions? Respond right in FreshBooks. Need an old Proposal? Track them all in Client Profiles.

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JOIN OVER

24 Million

BUSINESS OWNERS WHO HAVE USED FRESHBOOKS

No credit card required. Cancel anytime.

What else?

More Ways Proposal Software Connects You to Clients

Try it Free

No credit card required. Cancel anytime.

Mobile Proposals

Create and send from anywhere with the FreshBooks mobile app

Notifications

Get notified about Proposal client activity

Attachments

Add images and attachments to showcase your value

eSignatures

Seal the deal through client eSignatures

Reuse a Proposal

Easily recycle an old Proposal to use for a new client

Downloadable

Download Proposals as PDFs

Stay Organized

Vendor proposals are always organized and easily accessible

Easy to Track

Create unique Proposal numbers for easy tracking

Multiple Languages

Send Proposals in English or French

Have Lots of Clients and Want to Save on Billing?

Our FreshBooks Select Plan could be the solution for you, saving you time and money.

The Select Plan includes:

  • A dedicated account manager to train your team and migrate your books from other platforms
  • Access to lower credit card fees and transaction rates
  • 2 free team member accounts

Resources to Make Proposals Work Harder for Your Business

How to Write a Business Proposal That Wins New Clients

[eBook] Master Project Management: Closing the Right Deals and Delivering Amazing Projects

Look Professional and Show Value With FreshBooks Proposals


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Frequently Asked Questions

Can My Clients Access My Proposal Online?

Yes, once you create proposals, clients can access them whenever it’s convenient for them. They can accept, ask you questions, and add their electronic signature all from within FreshBooks. The user interface and workflow are designed to make the proposal process easy for you and your clients.

FreshBooks makes proposal management a breeze. Learn more about the proposal process and how your clients can interact in FreshBooks proposal software here:
https://support.freshbooks.com/hc/en-us/articles/115013162648-How-do-I-create-a-Proposal-#accept

Can I Create a Proposal on My Mobile Phone?

Yes, when it comes to proposal management you can streamline the proposal process by creating them on your iOS device. Once you’re logged into your account, tap “More” at the bottom of your screen, then tap “Estimates”. From the Estimates screen, tap the “+” at the top right of the screen and then tap “Proposal”. From here, you can add all your Proposal content and details like Client, Proposal date, description, and more. When you’re done creating your Proposal, you can either save it or send it to your Client.

Learn more about creating proposals on your iOS device in FreshBooks proposal software here: https://support.freshbooks.com/hc/en-us/articles/360027629331-How-do-I-create-Proposals-on-iOS-

What Part of the Proposal Can I Customize?

FreshBooks professional proposal software lets you customize a lot of the design and all of the content! The sections of your proposal like the overview, scope of work, and timelines include rich text formatting capabilities as well as the ability to insert images. You can also customize the template type, theme colour, and fonts, as well as enable e-Signatures. Overall, the proposals you create in FreshBooks will look like perfectly branded proposals from your company. That’s a lot more than you can do in Microsoft Word 😉 If you’re ready to create professional, better proposals, give it a try.

Learn more about customizing your proposals in FreshBooks proposal software here: https://support.freshbooks.com/hc/en-us/articles/115013162648-How-do-I-create-a-Proposal-#proposalcontent

Is the Customer's Electronic Signature Legally Binding?

In Canada, contractual relationships are generally governed by provincial law. Electronic signatures will generally be acceptable for many most contractual arrangements, including corporate/commercial agreements and many consumer contracts.

Electronic signatures have carried the same legal weight as traditional, paper-based ones since the United States Electronic Signatures in Global and National Commerce Act (ESIGN) was passed in 2000. This legislation ensures that electronic signatures are legally binding in every state where federal law applies.

WHY BUSINESS OWNERS LOVE FRESHBOOKS

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USING FRESHBOOKS CAN SAVE YOU 553 HRS A YEAR ON ADMIN TASKS

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FRESHBOOKS CAN SAVE YOU OVER $7,000 A YEAR IN BILLABLE HOURS

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BUSINESSES IN OVER 160 COUNTRIES USE FRESHBOOKS

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