Can I quote both a project and a monthly service?
Yes. Show one-time and monthly amounts, with the work attached to each.
PROPOSALS
Turn the agreed work into a proposal they can sign
Quote your own packages or custom work, with scope and prices on one page. The prospect signs online and the linked deal moves to won.
Free plan. No card needed. No expiry.
PROPOSAL · HARBOR FERN CHIROPRACTIC, HALIFAX, NS
Example: clinic website project
$2,400
- Phone layout and service pages
- Appointment enquiry route
- Review and handover
SIGNED
SIGNED BY Alex ChenThu 10:41
PROPOSAL
WON
Harbor Fern Chiropractic, Halifax, NS$2,400
- Your price list
- reuse packages, bundles and add-ons
- USD or CAD
- show one-time and monthly amounts
- Signed to won
- save typed acceptance and update the deal
01 /FROM SCOPE TO SIGNATURE
Put scope and price together
- 01
Choose what you’re quoting
Pick your own packages, bundles and add-ons for the work discussed. Add custom lines when the job needs something different.
- 02
Separate the amounts
Show one-time project work and monthly services separately. Choose US or Canadian dollars and explain what starts now and what continues.
- 03
Share the proposal page
Check the wording and send the link. The owner reads scope and prices, then types a signature and signer details.
- 04
Save acceptance with the deal
Signing saves the details and timestamp, then moves the linked opportunity to won. Acceptance stays with the deal you’ve been working.
02 /YOUR OWN OFFER
Reuse the services you sell often
Your account’s leaders manage your price list. Reuse package names and prices instead of writing familiar services again for each business.
Alex’s clinic needs clearer service pages and appointment enquiries in this made-up Halifax example. Start with a website package, then add the specific work discussed.
Read how to write a website proposal for help describing deliverables. Use concrete words the owner can understand.
PROPOSAL · HARBOR FERN CHIROPRACTIC
Example: ongoing website care
$180a month
- Agreed monthly page updates
- Website care scope
- Separate from the initial project
SIGNED
SIGNED BY Alex ChenThu 10:41
PROPOSAL
WON
Harbor Fern Chiropractic$180 a month
03 /A QUOTE THEY CAN READ
Make each commitment easy to read
01
Packages and bundles
Choose familiar services and group related work. Include the items that fit this owner’s needs rather than everything you sell.
02
Add-ons and custom lines
Name extra pages or other deliverables in add-ons or custom lines. Put key promises in the proposal instead of leaving them in email.
03
One-time and monthly prices
Separate project costs from ongoing support, with scope for each. The price list supports USD and CAD; check the currency before sharing.
04 /AFTER ACCEPTANCE
See the signed deal move to won
The page records a typed signature, signer details and time. The linked opportunity moves to won, keeping acceptance on the deal itself.
Open the pipeline to see the change. Signing doesn’t charge the customer, so arrange payment through your usual process.
Pipeline
Board
BoardListToday
North Quay Physio, HalifaxScope discussion
Cove Street Wellness, DartmouthAwaiting signature
Harbor Fern ChiropracticSigned Thursday
05 /BEFORE YOU SEND
Check scope against the conversation
If the owner wants easier appointment enquiries, name the pages and links you’ll change. Say whether monthly support is optional.
Read the draft as the owner would. Check that included work, one-time costs and monthly commitments are clear before asking for a signature.
Use the website proposal template to find the words. A familiar package can set the price, while scope describes this job.
Send a clear proposal for acceptance
Start free with no card. Build from your own offer and share a page the prospect can sign.
QUESTIONSQ1 Q2 Q3 Q4 Q5
Good to know
Do I have to use a fixed package?
No. Use your packages, bundles and add-ons or custom lines. Your account’s leaders manage the price list.
What happens when the prospect signs?
The page records their typed signature, signer details and timestamp. The linked opportunity moves to won.
Which currencies can I use?
The price list supports US and Canadian dollars. Check currency and amounts before sharing.
Does the proposal charge the customer?
No. It saves acceptance and updates the deal. Arrange payment outside the proposal through your usual process.
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Find your first leads today
The free plan has 25 leads, 5 site checks and 2 pitch pages a month. No card needed.
Free plan. No card needed. No expiry.