Send a proposal

A proposal sets out what you will do and what it costs, before any work starts. Here is exactly how to build one and get it in front of your client.

Start a new proposal

Click New proposal (from the Proposals area or straight from a project). You will see three quick steps:

• Choose a template. Pick a starting structure. It fills in the sections and wording for you, so you are tailoring rather than starting from a blank page.
• Link it to a project. Attach it to a project and its client so the client's details fill in automatically, or keep it standalone if you are still scoping.
• Add your line items. List what you will do and the price for each. The totals add up as you go, and any tax is worked out for you.

Send it to your client

When it reads right, open Send. You get a preview of exactly what your client will receive, then you choose how to send it: Email (HelloNoa sends it for you), WhatsApp, or Copy link to paste anywhere. Your client opens it in their browser, reads it, and can accept it right there, with no account to create.

Send as many as you need

You are not limited to one. Send a revised version if a client asks for changes, or send a few options and let them pick. Each proposal shows its status, sent, viewed, or accepted, so you always know where things stand.