A slow proposal process loses deals. Builtomate lets you create polished, itemized proposals with your branding, send them to clients with one click, and collect digital signatures — all without leaving your workspace. Turn a verbal agreement into a signed contract in minutes, not days.
Free plan included · No setup required · Cancel anytime
The Problem
Most freelancers deal with these frustrations every week. Proposals & Contracts in Builtomate fixes all three.
Spending 2+ hours formatting a proposal in Google Docs every time you pitch a new client or project
Sending a PDF and waiting days for a client to print, sign, scan, and email it back before you can start
Starting work without a signed agreement — then a scope dispute eats hours you can't bill for
Capabilities
Every tool you need for proposals & contracts, without the learning curve.
Build proposals with itemized scope sections, pricing tables, and your business details. Reuse templates across similar projects — your next proposal takes minutes, not hours.
Clients sign proposals digitally from any device — no printing, no scanning. You get notified the moment they sign. The signed document is stored automatically in the client record.
Accepted a proposal? Convert it to an invoice in one click. The scope, line items, and amounts carry over automatically — no re-entering anything you already wrote.
Workflow
Get up and running in minutes. No training needed.
Add project scope, deliverables, timeline, and pricing. Save as a template for next time — the second proposal takes 5 minutes.
Share the proposal link with your client. They review, sign digitally, and you're notified immediately. Works on any device.
One click converts the accepted proposal to an invoice. All line items carry over. Send the deposit invoice in the same session.
Built into Builtomate — no extra app, no integrations needed
Getting Started
Practical advice from freelancers who use Builtomate every day.
Always include a clear "Scope of Work" section in your proposal — ambiguous deliverables are the #1 cause of scope creep. If it's not written in the proposal, it wasn't part of the project.
Save your first proposal as a template before you send it. The second proposal for a similar service type should take under 10 minutes.
Add a validity date to your proposal (e.g. "Valid for 30 days"). This creates urgency and lets you reprice if a client comes back months later.
Include a payment schedule in the proposal — typically 50% deposit, 50% on completion. This sets expectations before signing, not during an awkward invoice conversation later.
After a client signs, send the deposit invoice immediately in the same session. Strike while the momentum is there — don't let a newly-signed client wait a week for their first invoice.
Keep proposal language simple and outcome-focused. Tell clients what they'll walk away with — photographers deliver images, coaches deliver transformation, consultants deliver strategy. Clients sign outcomes, not process.
FAQ
Explore more
Generate professional invoices and get paid faster — auto-filled from tracked time.
Explore →Custom client questionnaires before projects start.
Explore →Automate invoices, reminders, and project tasks.
Explore →Join freelancers who run their entire business in Builtomate. Start free — no credit card needed.
Free plan included · No setup · Cancel anytime