Win customers with professional proposals
Generate proposals that define your scope of work, set up desired billing types and receive payments securely with Bookipi’s online Proposal Maker. Built-in Canva integration even lets you design and insert a proposal cover without switching tabs. Create and send a digital proposal in just 5 steps.
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Professional appearance
Create stunning proposal covers with our Canva integration or upload your own.
Accessibility
Your customers can view your proposals online on our cloud-based proposal maker.
Easily customisable
Modify content, edit pre-filled T&Cs, and add or remove sections.
Time efficiency
Generate professional proposals without excessive formatting and design.
Get paid faster
Receive automated payments once you've set payments terms.
Cost savings
Save on expensive proposal and design software without compromising on quality.
The best digital proposal creator for small business
Use Bookipi’s proposal management software to create modern, cloud-based proposals that your customers can access from anywhere. Streamline the proposal creation process with our Canva integration, an intuitive interface and seamless payment integration.
Experience true flexibility and customization options that our proposal maker tool offers to incorporate your brand. Create your first digital proposal today! Generate invoices and proposals in one platform on Bookipi.
Got questions? Head to our FAQs.
✓ 5 minute setup ✓ No credit card needed
Professional and accessible
➤ Portray a professional image with a polished and modern digital proposal.
➤ Impress your clients with a proposal they can review and sign off online, on any device.
➤ Create, edit and send proposals with our cloud-based proposal maker web app, wherever you are.
Get paid easily
➤ Enable card payments and your clients will be automatically charged (and invoiced) depending on the billing frequency selected.
➤ Set various billing types for different service items – including recurring payments so you don’t miss a bill.
➤ Send and manage associated invoices seamlessly within your dashboard.
Flexible customizations
➤ Make it yours. Design appealing proposal covers with our Canva integration or upload your own.
➤ Default Terms & Conditions come prepopulated, that you can add or modify to suit your requirements.
➤ Define timelines, associated fees, billing types and frequency of each service items.
Time and cost savings
➤ Create a professional online proposal quickly. Use our pre-set layouts, customizable sections, and streamlined customer and service item creation.
➤ Integrated with Bookipi Invoice, your saved customers and service items can be reused on our proposal generator.
➤ No installation required. Generate a proposal from our web app in minutes.
How to create a professional proposal
Create a proposal
Log in to Bookipi. On your Bookipi dashboard, click on “Create Proposal”. Manually upload a proposal cover or leverage our Canva integration to create one directly on our app.
Set up your proposal details
Name your proposal and add your customer’s details, or select a saved customer if you’re already a Bookipi Invoice user. Set your contract start and end dates by a fixed date or the length of your contract.
Remember to turn on “Accept card payments” so your customers can pay you directly and receive deposits on your proposal.
Add service items
Create new service items or reuse saved service items on your proposal. Freely customize them to your requirements – you can set specific price, quantity, billing types and frequency of each service items. You can even include tax details or a description if needed.
Customize your T&Cs
Our proposal maker provides standard Terms and Conditions that you can easily modify. Add new, customize existing or hide irrelevant clauses on your proposal.
Review and send
Before sending your proposal, preview and verify all content, including your terms and conditions, for accuracy and relevance. Once finalized, send it to your customer or add additional recipients in the “Send proposal” window. You’ll also receive an email notification once your proposal is accepted.
That’s it, try it out for yourself!
1. Follow up on a proposal
Proposal statuses are updated in real-time. Filter your proposals by “Read” status to view recipients that had viewed but not accepted the proposal. Following up with these clients expresses your proactivity and creates opportunities for clarification and discussion.
2. Receive deposits
You can enable deposit payments when your clients accepts your proposal in just 3 steps:
1. Ensure that you have “Accept card payments” turned on when you create a new proposal.
2. Then on the Services tab, create a service item named “Deposit” and
3. set its billing type as “On acceptance“.
Your client will be automatically billed for a deposit when they accept proposals with a deposit.
3. Access on mobile device
Access our proposal maker on your mobile device when you log in to Bookipi from a mobile browser. While we recommend creating proposals on your laptop or desktop for a optimal viewing experience, you still can comfortably add or modify content on mobile. When timeliness is key, create a proposal on the go with our web app.
Step 1: Create a proposal
Create a proposal
Log in to Bookipi. On your Bookipi dashboard, click on “Create Proposal”. Manually upload a proposal cover or leverage our Canva integration to create one directly on our app.
Step 2: Set up your proposal details
Set up your proposal details
Name your proposal and add your customer’s details, or select a saved customer if you’re already a Bookipi Invoice user. Set your contract start and end dates by a fixed date or the length of your contract.
Remember to turn on “Accept card payments” so your customers can pay you directly and receive deposits on your proposal.
Step 3: Add service items
Add service items
Create new service items or reuse saved service items on your proposal. Freely customize them to your requirements – you can set specific price, quantity, billing types and frequency of each service items. You can even include tax details or a description if needed.
Step 4: Customize your T&Cs
Customize your T&Cs
Our proposal maker provides standard Terms and Conditions that you can easily modify. Add new, customize existing or hide irrelevant clauses on your proposal.
Step 5: Review and send
Review and send
Before sending your proposal, preview and verify all content, including your terms and conditions, for accuracy and relevance. Once finalized, send it to your customer or add additional recipients in the “Send proposal” window. You’ll also receive an email notification once your proposal is accepted.
That’s it, try it out for yourself!
ⓘ Pro tips
1. Follow up on a proposal
Proposal statuses are updated in real-time. Filter your proposals by “Read” status to view recipients that had viewed but not accepted the proposal. Following up with these clients expresses your proactivity and creates opportunities for clarification and discussion.
2. Receive deposits
You can enable deposit payments when your clients accepts your proposal in just 3 steps:
1. Ensure that you have “Accept card payments” turned on when you create a new proposal.
2. Then on the Services tab, create a service item named “Deposit” and
3. set its billing type as “On acceptance“.
Your client will be automatically billed for a deposit when they accept proposals with a deposit.
3. Access on mobile device
Access our proposal maker on your mobile device when you log in to Bookipi from a mobile browser. While we recommend creating proposals on your laptop or desktop for a optimal viewing experience, you still can comfortably add or modify content on mobile. When timeliness is key, create a proposal on the go with our web app.
Frequently Asked Questions (FAQs)
About Bookipi Proposal Maker:
Creating and sending proposals is free on Bookipi. Making your first professional online proposal is quick and easy. Simply create an account here or login to your Bookipi account if you’re an existing user.
You can even generate invoices and send documents for eSignatures on Bookipi.
- To use Bookipi’s Proposal Maker, sign up or log in to your account and access the Proposal Maker from the dashboard.
- Add details about your proposal such as a title, the client details, and contract start and end dates. Optionally, enable automatic payments for a seamless transaction process.
- Upload a proposal cover or create one easily with our Canva integration.
- Add service items and their billing frequency, type and price etc. If you’re an existing Bookipi user, your service items and customers can be reused and modified on the proposal maker.
- Modify our default T&Cs, add clauses or warranties.
- Preview your proposal. You can “Send” your proposal to multiple people.
- The recipient will receive an email with a unique link to view your digital proposal online.
- Track your proposals’ status on your dashboard. They will be updated automatically when it has been sent, read, accepted or declined.
- Any associated invoices with the proposal will also be updated on your proposals’ tab for ease of management.
- Just as easily duplicate an existing proposal for a new customer with a few clicks.
- Simply ensure that you have “Accept card payments” turned on when you create a proposal.
- Then on your “Services” tab, add a new service item titled as “Deposit”.
- Define the deposit amount and select “On Acceptance” for billing type.
- Once your customer accepts the proposal you’ve sent, the deposit amount will be automatically billed to them.
Here are a number of reasons why Bookipi Proposal maker and management software is better:
User-Friendly Interface: Bookipi Proposal Maker offers a user-friendly interface that is intuitive and easy to navigate. You don’t need to be a tech expert to create professional proposals efficiently.
Integration with Canva: Create stunning proposal covers directly on Canva from our proposal maker.
Cost-Effective Solution: Bookipi Proposal Maker is a cost-effective solution for businesses of all sizes without the need to invest in expensive proposal software. Try it for free today!
Streamlined Proposal Creation: With default and customizable sections, you can generate professional proposals quickly and save time on formatting and design.
Payment Integration: With automatic payments, clients can easily pay deposits or fees directly through the proposal. This feature simplifies the payment process and ensures a smooth transaction experience for both you and your clients.
Cloud-Based Accessibility: All you need is an internet connection to access, edit and send your proposals anytime, anywhere with Bookipi’s cloud-based web app.
Bookipi Invoice Integration: Access and reuse saved customers and service items from your Bookipi account.
Read the full Frequently Asked Questions (FAQs) by users on Bookipi Proposal maker.
About making business proposals:
Absolutely! Sending a business proposal is crucial for showcasing your products or services to potential clients. A well-crafted proposal demonstrates your understanding of their needs, outlines how you can meet those needs, and sets the foundation for a successful business partnership.
Bookipi’s Proposal Maker is ideal for helping you win more work. Whether you need a sales proposal or proposal for consulting services, use our customizable proposal creator, to impress your clients and win new opportunities.
A business proposal should include key elements such as a detailed solution or offering, pricing and payment terms, a timeline, terms and conditions, warranties (if any) and a strong call to action. Download one of our free proposal templates for Powerpoint, Word, Google Slides or Google Docs.
For a faster way to make professional business proposals, try Bookipi’s Proposal Maker. Our simple proposal software guides you through customizable sections. Be confident that you cover all the essential components and present your business proposal professionally.
Bookipi’s Proposal Maker is an ideal solution for writing a business proposal online. With our user-friendly interface, you can create a high-quality proposal in minutes. Simply sign up for a Bookipi account, access the Proposal Maker, add your service items and their billing types, customize your T&Cs, and send it to your clients from our web app. Bookipi’s cloud-based proposal maker enables you to work on your proposals from anywhere, anytime.
Following up on a business proposal is crucial to demonstrate your commitment and interest in working with the client. With Bookipi’s Proposal Maker, you can easily track the status of your proposals. Email notifications will also be sent when your customer had accepted or declined your proposal. Separately on your proposal dashboard, you can also monitor the status of your proposals.
Take advantage of the status updates, see when your proposal was viewed and take the opportunity to follow up with a personalized message or a phone call. Stay proactive and responsive throughout the follow-up process to keep the conversation going and increase the chances of securing the deal.
Using a proposal maker or proposal management software like Bookipi’s Proposal Maker offers several advantages. It simplifies and streamlines the proposal creation process, saving you time and effort. With features like customizable sections, professional layout, and enabling card payments, you can create impressive proposals that stand out.
Proposal management software also provides organisation and status tracking capabilities, ensuring you stay on top of your proposals’ progress. With Bookipi’s cloud-based and user-friendly proposal maker software, you can enhance your efficiency, professionalism, and success in securing new business opportunities.
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