Start from useful context.
Enter the client and services directly. If you use meetings, Pro and Studio can create a proposal draft from the meeting record for you to review.
Independent proposals are included in Core.PROPOSALS
A proposal you can stand behind.
Start with the client requirements you already have. Shape the scope and price, use AI to help draft the letter, and review the proposal before sharing it. No recorded meeting required.
Proposals are included in Core at $29/month. Paid subscription; no trial. A recorded meeting isn't required. Creating a proposal directly from a meeting requires Pro or Studio.
Explore resources AN EXAMPLE IN TABFLOW Northwind LLC
Tabflow Illustrative example PROPOSAL DRAFT · NORTHWIND LLC
Website redesign,
build, and handoff.
A refreshed website, built around your business. Includes one handoff session.
- Timeline
- Six weeks
- Fixed engagement
- Website redesign & build
Proposed total $12,000
Draft · Review scope and price before sending.
HOW IT WORKS
From client requirements to a proposal ready for review.
Bring the brief, shape the draft, and decide what goes out.
Select a step to explore Continue reading
TabflowIllustrative exampleCLIENT REQUIREMENTS
A refreshed website for Northwind.
- Client
- Northwind LLC
- Work
- Redesign, build, and handoff
- Discussed timeline
- Six weeks
- Proposed price
- $12,000 fixed
A proposal can start here, without a meeting.
TabflowIllustrative examplePROPOSAL DRAFT
Website redesign, build, and handoff.
A refreshed website, built around your business. Includes one handoff session.
- Approach
- Review the current site and agree the design direction.
- Delivery
- Build the approved design and hold a handoff session.
Draft wording · Review before sharing.
TabflowIllustrative examplePROPOSAL · OWNER REVIEW
Make the scope and price clear.
- Services
- Website redesign & build
- Proposal letter
- Includes one handoff session
- Timeline in the letter
- Six weeks
Proposed total$12,000
Check assumptions and expectations in your wording.
TabflowIllustrative exampleSEND PROPOSAL
Ready for your client’s review.
- To
- Northwind LLC
- Subject
- Your website redesign proposal
- Message
- Here is the proposal for the scope we discussed.
Send proposal
Sending and client acceptance are separate steps.
Northwind LLC · Website redesign, build, and handoff · $12,000
Illustrative proposal. AI-generated wording needs your review. Creating directly from a meeting is available in Pro and Studio.
USEFUL IN THE EVERYDAY
A little more clarity.
At each step.
Tools to help with the details,
with the decisions in your hands.
Keep control of the draft.
Write the proposal letter yourself or use AI to help. Edit the wording and review the services, price, and presentation before sharing.
A draft supports your judgment.Present the engagement clearly.
Preview the proposal, review your accompanying message, and send it to the client. Keep scope and expectations in language you have checked.
A proposal is not a substitute for legal review.KEEP THE WORK CONNECTED
Carry the agreed work into invoicing.
Choose Convert to invoice to begin a draft with the proposal’s client, project, services, notes, payment details, and total. Review the invoice dates, amounts, and terms before sending it.
Built for independent professionals
A PRACTICAL HEAD START
An offer shaped around your work.
Use one adaptive prompt to define your scope, fees, and next steps for a consulting, fractional, coaching, development, or design engagement.
Do I need to record a meeting first?
No. You can create a proposal from requirements you already have. Independent proposal creation is included in Core.
What can I edit?
You can write or edit the proposal letter, review the client and services, and check the amounts and payment details. Preview the proposal before sending.
How do I share a proposal?
Use the proposal send flow to review the recipient, subject, and message, then send it for the client to review.
Which plans can create proposals directly from meetings?
Pro and Studio include creating proposals or invoices directly from meetings. Core includes meeting capture and standalone proposals, but not that direct creation workflow. Paid subscriptions have no trial.
What carries into an invoice?
The conversion starts an invoice draft with the client, project, services, notes, payment details, tax information, and total from the proposal. You still review invoice dates, amounts, and terms before sending.
Is client acceptance the same as an electronic signature?
No. The client can accept a proposal in the proposal review flow. That acceptance is separate from an electronic-signature or contract-execution service.
YOUR NEXT STEP
Put the client brief into a proposal you have reviewed.
Start with the details you have. Make the scope and price clear.
Choose a planProposals are included in Core at $29/month. Paid subscription; no trial. A recorded meeting isn't required. Creating a proposal directly from a meeting requires Pro or Studio.