📓Proposals
Secure your next job with branded proposals.
Proposals Overview
Under Proposals, you'll find all your drafted or sent proposals, and you can create new proposals. The overview shows the proposal title, the client and project the proposal was created for, if the proposal was already sent out, the amount you want to charge for the work and if the client has already accepted the proposal. You can resend, download, duplicate, archive, and delete the proposal by clicking on the three dots under actions.
Use the filters on the top of the page to narrow down your proposals by client, project, or status. The status of a proposal can be draft, sent, accepted, and archived.
How to Create a Proposal
To create a new proposal, click "New Proposal". Choose a client and a project. If you haven't created the client or project yet, you can click the + icon to add them now. Creating a proposal is an easy 4 step process.
First, enter some general information. Enter a proposal title, the sender and recipient name as well as addresses. If you filled out your information in your settings and the client details before, the information will be pulled and listed here automatically. Choose the correct currency before clicking "Save and Continue".
In step 2, enter the proposal items. What work are you planning to complete for the client and how much will each item cost? Enter an item title and the quantity. Decide on how the total will be calculated, whether by units, words, items, hours, days, or months. Enter the rate and click "add". The proposal items will be listed and the total is automatically calculated. If you'd like, you can enter a discount.
To edit a proposal item, click on the pencil icon or delete an item by clicking the red x icon.
To save your proposal as a draft you can click "Save" at any time.
Step 3 is all about the details. You can include or hide custom sections by toggling the blue button on or off.
Overview Describe the client's problem and your service/solution. Explain how you work and what the client can expect from working with you.
Timeline How long will it take to complete the project? Will you provide daily/weekly updates? Set expectations here.
Additional Services Do you have any additional services to upsell the client? For example, do you also offer monthly content marketing options or things like website maintenance?
What You Can Expect Out of all the applications that the client receives, why should they choose you? What does your workflow look like?
Notes The notes (and conditions) section can be used to explain things like when payment is due and if you apply any late fees for non-payment.
Before finishing the proposal, choose a proposal style in step 4. You can decide on a minimalistic proposal template or choose one to include your branding materials like logo and header. The proposals can also be customized with your brand color. After choosing a proposal style click "preview". You can now check what the final proposal will look like. To change the colors and to include a logo or banner click "Edit Style".
To create proposals even quicker, save your brand color, header, and logo under your settings.
When you're happy with the proposal, sign the proposal and click "Send Proposal". Enter an email message and "Send a Test Email to Yourself" or send the email directly to your client.
Did you know that you can save email messages under your settings?
After Sending a Proposal
After you hit "Send Email", your client will receive an email to view the proposal. The proposal will open in a new tab and the client can sign the proposal and download it as a PDF.
Once the client signed the proposal, you'll receive an email letting you know that the proposal was signed. You can now view the proposal with both signatures in your Kosmo account. You'll also notice a little notification in the top menu to let you know that a proposal was signed.
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