Build a proposal
Services, packages, add-ons, and billing schedule — priced once and presented as a choice.
A proposal prices the work, presents it to the client, and — once accepted — sets up both the job and the billing without anyone re-entering it.
Where to find it
Services
Add service for each piece of work. Each carries a Client-facing description and a price.
Write descriptions for the client, not for your file. Prepare and file Form 1120S including K-1s for two shareholders tells them what they're buying. 1120S prep tells them nothing and invites a question about what's included.
Each service line can name a job template, so accepting the proposal creates the right work automatically.
Packages and add-ons
Two ways to present choice:
Packages — recipient picks one. Good, better, best. The client chooses a tier.
Add-ons — recipient can toggle on. Optional extras on top of whatever they picked.
Packages work because a client choosing between three options is answering a different question from one deciding whether to say yes. Saved packages lets you reuse a structure you've settled on rather than rebuilding it per prospect.
Add-ons let a client buy the extra thing themselves rather than you having to sell it — the quarterly review or the extra entity that would otherwise be a conversation you never get round to.
Billing schedule
Set when charges happen. A First charge can be On acceptance or Due today, and services can be Recurring or one-off.
The billing timeline preview appears once services are added, so you can see the actual cadence of money before the client does.
Presentation
Three pieces of copy shape how the proposal reads:
- Intro message — the framing
- Next-steps message — what happens after they accept
- Engagement-letter terms — your terms, attached
A proposal with a real intro and clear next steps converts better than a price list. The next-steps message in particular reduces the "so what happens now" email that follows every acceptance.
Engagement letter
A proposal can carry your engagement letter, so acceptance covers both the commercial agreement and the terms. One signature, one moment, one record.
Expiry
Set Expires. A proposal with no end date is a negotiation with no end date — and pricing you quoted in October shouldn't still be live in March.
Notes and limits
- A proposal can be for an existing client or a prospect who becomes a client on acceptance.
- A billing-only proposal carries no job templates, which is valid.
- Editing after sending means voiding and re-sending.
- Templates let you reuse a whole proposal structure.