Move from a useful estimate to an agreement everyone understands.
Build a polished proposal from the real brief, let clients select extras, and preserve exactly what was accepted.
Clear scope. Fewer awkward surprises.
1. Your goals
2. Scope of work
3. Milestones
4. What we need from you
5. Investment
Brand identity £3,000 · Website design £1,200
6. Terms
Optional extras
When to use it
The right tool at the right moment.
Use estimates for an early indication only. When scope and delivery terms are ready, convert the estimate into the official proposal your client can review and sign.
- Non-binding estimate notices built in
- Optional extras and staged payments
- Version locking and an immutable audit trail
- Optional service agreement snapshot
- Secure short-lived access codes for recipients
How it works
Shape the offer
Bring over the client and estimate, then refine goals, scope, milestones, investment and terms.
Finalise and send
Lock the version, create the client PDF and send secure review access.
Accept and hand over
A signed proposal preserves the agreement and starts the project handover.
What happens next
Deliver the accepted work
Accepted scope becomes a project with milestones, tasks, private costs and client updates.