Find the proposal sections that need a conversation.
See attention on scope, schedule, and fees before writing a useful follow-up.
Turn your next proposal into a signed project.
Share proposals, see document engagement, and collect signatures while keeping every client conversation close.
Keep client work moving, from proposal to kickoff.
Present the scope, explain your approach, and collect the agreement without scattering the conversation across tools.
Add your own walkthrough.
Record the proposal with a personal explanation and share it through a video preview.
Prepare client signature fields and keep the completed agreement with the relationship.
Bring it into your daily work
Save the repeatable pieces
Create proposal, kickoff, scope-change, and payment templates or snippets.
Send a richer proposal
Add a video preview and controlled document link instead of oversized attachments.
Watch the meaningful milestones
Review qualified email activity, page coverage, downloads, and signature status.
Follow through
Use no-reply reminders and contact notes to keep the next commitment visible.
Capabilities for Freelancers
- Proposal tracking
- Reusable templates
- Payment follow-ups
- Client notes
- Video walkthroughs
- Signature requests
Bring it into your daily work
Proposal follow-up
Give the client time to review, then prepare a follow-up in the same conversation.
Signed scope
Request the signature and keep the agreed document with the client’s history.
Project kickoff
Collect project details and confirm the start date with a simple checklist.
Freelancers FAQ
Answers about setup, compatibility, privacy, and day-to-day use.
Yes. Core tracking and Pro workflows are designed for individuals as well as teams.
Make the next step part of the process.
Choose a follow-up, campaign review, or checklist and configure it for your work. Each template makes its review and completion steps explicit.
Move your next opportunity forward.
Know when clients view proposals and emails.
