Proposal Generator
Build polished client proposals with scope, timeline, and pricing in a print-ready PDF format.
Load sample:PSA Kit
Your details
This appears as the "From" section on your proposal.
Prepared for
Proposal details
Overview / summary
Scope of work
The deliverables included in this proposal.
Timeline
Key milestones and when they happen.
Investment
Pricing by phase, deliverable, or a single project fee.
Terms & conditions
Acme Consulting Ltd.
PROPOSAL
#PROP-1001
Date: -
Valid until: -
Project
Website Redesign and SEO Growth Plan
Overview
We propose a full redesign of your marketing website, focused on faster load times, clearer messaging and stronger organic search performance.
Scope of work
| Discovery | Research, analytics audit, and positioning |
| Execution | UI redesign, copy updates, and on-page SEO |
Timeline
| Kickoff | Invalid Date |
| Design review | Invalid Date |
Pricing
| Item | Description | Price |
|---|---|---|
| Phase 1 - Discovery | Audit and strategy | $ 500.00 |
| Phase 2 - Build | Design and development | $ 2,500.00 |
Terms
This proposal is valid for 30 days from the date above. A 50% deposit is due upon acceptance, with the balance due on completion. Scope changes outside this document will be quoted separately.
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Common Questions
About building client proposals.
What should a business proposal include?
A strong proposal includes a short project overview, a clear scope of work broken into deliverables, a timeline with milestones, transparent pricing, and terms both sides agree to. This tool structures all five sections for you.
Can I add multiple pricing lines or project phases?
Yes. Add as many pricing rows as you need - by phase, by deliverable, or as a single project fee - and the subtotal, tax and total update automatically.
Is the proposal legally binding?
No. This generates a proposal document, not a signed contract. Most businesses follow up an accepted proposal with a formal agreement or statement of work before starting paid work.
Can I edit the terms and conditions?
Yes. A starting set of terms is pre-filled, but the field is fully editable - replace it with your own standard terms before generating the PDF.
Is my proposal data stored anywhere?
No. Everything is generated directly in your browser. Nothing you type is sent to or saved on CrmLeaf's servers.
Sending proposals every week?
CrmLeaf tracks every proposal from draft to signed deal, and turns an accepted proposal straight into a project - no re-entry.