Invoice 1042Paid$2,400.00
Payments
Branded invoices clients can pay
Proposal template that turns pitches into projects
Build branded proposals that let clients select offerings, e-sign, and pay, so work starts the day they say yes.
Start for free. No credit card required.
What is a proposal template?
A proposal template is a reusable starting point for the proposals you send clients, with your scope, pricing, and terms in a consistent format. This one is a full proposal builder: save a template for every service, send each proposal for e-signature, and track it until the client accepts.
Proposals that turn into signed work
The next proposal starts from your best
Design slide-style, multi-page proposals with your own sections and pricing, and save each one as a template for that service.
Clients choose the package themselves
Offer tiered packages and optional add-ons, and clients pick what fits, so you skip the back-and-forth on scope.
Signed the day they say yes
Clients comment, e-sign, and accept in your client experience. Pair it with the Assembly Payments app to invoice as soon as they accept.
Follow up at the right moment
See when each proposal is sent, viewed, accepted, or rejected, so you know who to chase and when.
Add it, describe your changes, publish
- 01TemplatesClient project trackerMilestones and progress per engagementInstall
Add the template
It installs as a working app you can use as is.
- 02App builderClient project trackerMargotAdd a Client review stage between In progress and Done.AssemblyUpdated. Client review now sits between In progress and Done.Describe a change
Describe your changes
Tell the app builder what to change, from fields to steps, and it adapts the template to your business.
- 03portal.brandmages.comBrandmagesMeridian CorpMWebsite redesign3 of 5 milestones doneNext1LaunchIn progress0Client review1Homepage designDone3DiscoverySitemapWireframes
Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
Questions about this proposal template
Yes. Install it on the free plan, which never expires and includes 3 apps. Paid plans include 5 apps.
A document template gives you one file to copy. This is a proposal builder: save reusable templates, send each proposal for e-signature, and see when it's viewed, accepted, or rejected.
Yes. Set up a template for each service, such as an SEO retainer or a strategy engagement, with its own sections, packages, and add-ons.
Yes. Set up a template for each engagement, such as monthly bookkeeping or tax prep, with tiered packages clients choose and sign.
Yes. Clients comment, e-sign, and accept in your client experience. To get paid, pair it with the Payments template and send the invoice once they accept.
Yes. Describe what to change, from sections and fields to reminders and who sees what, and the app builder updates it. You can keep changing it by chat after launch.
Yes. Your logo and colors appear on every plan. A custom domain and removing the Assembly badge are available on Professional and up.
Send your next proposal from a builder that's yours
Start from this template for free and make it yours in minutes. No credit card required.