A proposal is a quotation with a story around it. Proposora gives you both in one document: structured sections for the story, itemised pricing with GST for the numbers, and a share link the customer can accept.
Northstar Digital
Quotation
Valid 15 days
Prepared for
Lumen Skincare
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Social media management (posts, reels, community) | 6 month | ₹2,70,000 | |
| Paid media management (Meta and Google) | 6 month | ₹1,80,000 | |
| Ad creatives (static and video variants) | 6 month | ₹90,000 | |
| Monthly performance report and review | 6 month | ₹36,000 | |
| Onboarding and brand audit (one time) | 1 job | ₹25,000 |
Sample quantities and prices are illustrative placeholders, not validated market rates. Edit every figure before sending.
Agency retainer, consulting engagement, architectural fee proposal, software project and more.
Edit the realistic starter text, or let the AI draft from your requirement with placeholders.
Phases, hours, retainers or deliverables as line items. Payment milestones that add to 100 percent.
A link the customer reads online and accepts. Converted to an invoice on acceptance.
These are the sections available in every Proposora document. Templates pre-fill the relevant ones for each industry; you can hide any you do not need.
1
A short personal note that frames the proposal. Who you spoke to, what you understood, what follows.
2
The whole proposal in a paragraph: the customer's goal, your approach, the outcome.
3
What you will do, as a list. The most important section for avoiding disputes.
4
What the customer receives: files, reports, installed systems, certificates.
5
How it works, for proposals where the method matters (software, systems, process).
6
What you are relying on the customer for: access, approvals, data, decisions.
7
What is not included. Statutory fees, third-party costs, work not listed.
8
Phases or weeks, with what triggers the start.
9
Currency, taxes, validity, change requests, how extras are billed.
10
What you stand behind and for how long; IP and ownership for services.
11
Anything else the customer should know before saying yes.
The proposals that win are rarely the longest. They are the ones where the customer can find the answer to three questions quickly: what exactly will I get, what will it cost and when, and what could go wrong. Put the executive summary first and keep it to a paragraph. Make scope a list, not prose. Write exclusions as plainly as scope; a customer who is surprised by an exclusion after acceptance becomes a dispute. Put the price table where the eye lands after the scope, and the payment milestones right under it.
Services businesses are paid against progress, so the proposal needs a schedule the customer can hold you to and a payment plan tied to it. In Proposora, line items can represent phases (Stage 1 concept, Stage 2 detailed design), and payment milestones are defined separately as percentages with a due trigger. The document checks that milestones add up to 100 percent and prints them as a table next to the totals.
The template gallery includes an engineering design fee proposal with staged deliverables, an architectural fee proposal with municipal approval and site-visit stages, a digital marketing retainer with monthly scope and reporting, a consulting engagement with diagnostic and implementation phases, and a software development project with sprints and post-launch support. Each has realistic assumptions and exclusions written for the Indian market, with bracketed placeholders where your specifics go.
Once accepted, a proposal becomes the reference for the project: the invoice is created from it, the follow-up reminders switch from chasing a decision to chasing payments, and the accepted PDF stays attached to the customer record. If scope changes, revise the proposal; each revision is kept so you can see what was agreed and when.
Pick a template, add your pricing and share a link the customer can accept. Free plan, no card.