Draft ← Invoices
Preview Client View ↗
Start from a template
Fills the whole builder with ready-made copy in your voice, on a fresh proposal number. Swap in the client’s details and a few numbers, then send.

Header

Top of the proposal — title, who it's for, and the meta block.

Opening

Narrative that opens the proposal. Markdown: **bold**, blank lines = paragraphs, - item for bullets.

Phases

Each phase has its own price, timeline, and deliverables. Mark one as Begin Here for the featured card.

Context Section (optional)

A "Necessary Note" or context block — explain something the client needs to understand before the cost discussion.

Return on Investment (optional)

A projection the client sees as a clean flow: visitors, leads, clients, revenue, and the ROI multiple. Off by default. Turn it on and enter this client’s real numbers, type percentages as whole numbers (10 = 10%). Numbers you enter here are the ones the client sees.

Investment / Cost Breakdown

Side-by-side cost cards. Use this for the "your fee + third-party costs" split, or any other breakdown.

Working Agreement

Numbered terms list. Markdown supported: **Bold lead.** typically opens each term.

Working Rhythm (optional)

Timeline-style cadence — Day Zero / Day 7 / Day 14 etc. Shows how you'll work together over the engagement.

Closing

Wrap-up narrative before the payment block.

Payment Block

The "When You Are Ready" block at the bottom. Pre-fills the Venmo/Cash App link with the amount and memo.

Payment Methods

Signature