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
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
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.
Turn a good conversation into a clear agreement.
Start with the client and their brief, then shape the goals, scope, milestones, price and terms in guided sections. Offer optional extras without rewriting the main offer, send a polished review copy and preserve the exact version the client signs before handing it into delivery.
Set expectations before work begins
Clear inclusions, payment stages and optional terms reduce misunderstandings and make the buying decision easier for the client.
Protect the accepted scope
Finalised versions and acceptance records provide a dependable reference if requirements change later.
Remove repetitive handover work
Client details, agreed value and milestones can move into the project instead of being copied into another system.
Deliver the accepted work
Accepted scope becomes a project with milestones, tasks, private costs and client updates.