Each one is a complete proposal for its industry, written to send with little to fill in. Read it in full, then edit it online and send it with Clientary.
Use it to turn a project client into an ongoing marketing partnership, or to pitch monthly services to a new client.
Use it when a business wants more traffic and leads from search and is choosing an agency or consultant to run its SEO.
Use it when a business wants an agency to plan, create, and manage its social media channels each month.
Use it when a business or founder wants a custom web application, customer portal, or internal tool built, and is choosing a development partner.
Use it after a discovery call, when a business is choosing a web designer or agency for a new site.
Use it when a company is naming, launching, or rebranding and is choosing a studio to create its identity.
Use it when a brand is launching a product, extending a line, or refreshing its packaging and is choosing a studio to design it.
Use it when a company wants an animated explainer or product video for its website, sales team, or social channels.
Use it to propose a brand film, promo, or social campaign after the client shares their brief.
Use it when a brand asks you to quote a product, lifestyle, or campaign shoot for its website, ads, or packaging.
Use it after a discovery call, when a company is choosing a planner for a conference, offsite, launch, or other corporate event.
Use it after a consultation, when a couple is deciding how much planning help they want and comparing planners.
Use it after a discovery call, when a business is deciding whether to bring you in to diagnose a problem and recommend what to do.
Use it after a chemistry call, when an organization is deciding whether to invest in coaching for one of its leaders.
Use it when a company asks you to run a workshop for its managers or leadership team on a skill such as feedback, delegation, or decision making.
Use it to propose design services for a residential or small commercial project after your first site visit.
Use it when an owner is deciding whether to buy, develop, or renovate a property and needs to know what it can hold.
Use it when an architect or owner asks you to propose building systems design for a new building or a major renovation.
Use it when an architect asks you to propose structural services, once you've seen the program and preliminary drawings.
Use it after a walkthrough and measure, when a homeowner is comparing bids for a remodel or renovation.
Use it when a business is leasing, moving, or refitting an office and wants a designer to plan the space and see it through to move-in.
Use it after an initial consultation for a residential project, when the client is deciding how much of the work to hand over to you.
Use it after a discovery call, when a small business is deciding whether to hand its bookkeeping and monthly close to your firm.
Use it when a business owner asks you to prepare their company's return and their own, before you send the engagement letter.
Use it when a business without in-house counsel asks how your firm would handle its day-to-day legal work, and what it would cost.
Use it after a first call with a new client, for a defined project with a clear start and finish.
Need a contract instead? See our contract templates.
Whether your business calls it a Proposal, Engagement Letter, or Contract, we've got you covered. Every Clientary proposal displays responsively on mobile devices and renders just like paper on larger displays for the most professional presentation. Each design uses your brand colors and logo out of the box, so you look professional with very little work.
Start with more than just a template. Start with a system. Our proposals are more than just PDFs.
Rated excellent: See why users rave about us
Most of the time I'm paid within minutes of sending an invoice because it's so easy for someone to check that task off their list. Obviously I like this software, but most importantly to me - my clients like it.
Robin H.
Freelance Writer
With recurring invoices, custom templates, time tracking, expense tracking, automated invoice reminders, and so much more, the toolkit they offer has kept us organized and hugely simplified our bookkeeping. I can't count how many times our clients have asked about our 'amazing' invoicing system.
Chris M.
Digital Marketer / Founder
When searching for a client management and invoicing system we researched all the tools for SMBs on the market and tested them out, and Clientary was our hands down choice for ease of use and the ability to easily customize client-facing documentation. And of course the very reasonable subscription fee. As they say themselves, "all the functionality we need, and none that we don't."
Brian N.
Consultant / Executive Coach
Unlike other invoicing solutions, Clientary invoices present just like paper on digital displays, PDFs, and in print. This gives your invoices the most professional, industry accepted presentation.
Our built in themes are designed to impress. Customizable theme colors to match your brand, or design your own invoice theme from scratch with HTML & CSS.
Yes. Every theme comes with your Clientary account at no extra cost, with your logo and brand colors and no watermark.
A theme is how a proposal looks: its layout, fonts, and colors. A template is what it says. Pick any theme for any proposal, and start from a ready-to-send proposal template written for your industry.
Yes. Clients accept and e-sign a proposal online, and an accepted proposal converts into a project in one click.
A strong proposal includes a scope summary, phased deliverables with timelines, line-item pricing, optional add-ons, terms and conditions, and a clear acceptance/signature line.
It takes only seconds to get started. We'll help you customize your proposal to your brand.
Get Started Now!Looking for more than just a proposal template? Clientary is a comprehensive suite of tools for professional service businesses, digital agencies, marketers, freelancers, architects, consultants, law firms, and more! We help you take care of online invoicing, time tracking, proposals, payment tracking, sending estimates and client management.
We're a service that saves you time and improves your client relationships.
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