Looking for Proposal Software? Show Value, Win Clients With 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. Earning new business has never been easier.
Close Clients and Get Paid, Here’s How
With in-app commenting, online approval, and e-Signatures, our user-friendly Proposals help your clients take action. Align timelines and easily convert Proposals to Invoices in the FreshBooks proposal management software to save time billing.
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 proposal management software. Need an old Proposal? Track them all in Client Profiles.
More Ways Proposal Software Connects You to ClientsTRY IT FREE
Create and send from anywhere with the FreshBooks mobile app
Add images and attachments to showcase your value
Seal the deal through client eSignatures
Get notified about client activity throughout the proposal process
Reuse a Proposal
Easily recycle an old Proposal to use for a new client
Download Proposals as PDFs
Easy to Track
Create unique Proposal numbers for easy tracking
Always keep vendor proposals organized and easily accessible
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 beyond the proposal creation process.
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 on our invoicing software
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
Get a newsletter that helps you think differently about your business and proposal creation
Frequently Asked Questions
Can my clients access my Proposal online?
Yes, after proposal creation, clients can access your professional-looking proposal whenever it’s convenient for them. They can accept, ask you questions, and add their electronic signature within the FreshBooks business proposal software as part of the proposal process. The user interface and workflow are designed to be easy for you, your sales team, and your clients.
Can I create proposals on my mobile phone?
The short answer is yes, it’s easy to create proposals on mobile.
With FreshBooks proposal software, you can use Proposals 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 tap “Proposal”. From here, you can build Proposals and add details like Client, Proposal date, description, and more. When you’re done creating your Proposal, save the final document or send it to your Client.
What part of the proposal can I customize?
The proposal creation process in FreshBooks professional proposal software lets you customize a lot of the design and all of the content! Each section of our user-friendly proposal templates — 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 proposal templates for type, theme colour and fonts, and enable e-signatures.
Overall, the proposals you create in the FreshBooks proposal software tool will look like perfectly branded proposals from your company. That’s a lot more than you can do in Microsoft Word and other proposal software options 😉 If you’re ready to create better proposals that wow potential clients, give it a try.
Is the customer’s electronic signature legally binding in the EU?
The short answer is YES.
The long answer is below.
In 2014, the European Parliament repealed the eSignature Directive (1999/93/EC) to create a more uniform, pan-EU market for electronic transactions. The replacement was the EU Regulation No 910/2014 on electronic identification and trust services for electronic transactions in the internal market, also known as eIDAS. Electronic signatures are actively in use in Europe, and DocuSign eSignatures are compliant with eIDAS and EU electronic signature technical standards.
Contractual relationships are generally governed by provincial/state law. Electronic signatures will generally be acceptable for many most contractual arrangements, including corporate/commercial agreements and many consumer contracts.