📌 What Are Proposals?
In TalleFlow, proposals are formal business documents that outline your offer to a client. Each proposal can include:
Contract – Terms, conditions, and legal agreements
Invoice – Pricing breakdown and payment terms
Showcase Content – A visual or written overview of what you’ll provide
Proposals make it easy to present your scope, timeline, and costs in a single document, so clients can quickly review and approve your offer.
🚀 How to Create a Proposal
Go to Documents in the main navigation
Click Create Document
Select Proposal as the document type
Choose whether to:
Create a reusable Template for ongoing use
Create a one-time File linked to a specific project or contact
When the editor opens:
Your proposal will automatically include:
A Contract page for your terms and conditions
An Invoice page for pricing and payment details
You can edit, replace, or remove these default sections
Add additional sections to showcase your services, portfolio, case studies, or timelines
Use the Invoice tool to insert additional invoice sections anywhere in the proposal if needed
Name your proposal clearly (e.g., “Website Design Proposal – May 2025”)
Save your work and send it via email or through the client portal
🧩 Recommended Proposal Sections
Executive Summary – Brief overview of your proposed solution
Scope of Work – Detailed list of deliverables and objectives
Timeline – Key milestones and project phases
Investment – Pricing and payment terms (via the included Invoice page)
Portfolio or Case Studies – Examples of relevant past work
Terms & Conditions – Business and legal terms (via the included Contract page)
🎨 Customizing Your Proposal
With TalleFlow’s drag-and-drop visual editor, you can:
Apply your brand colors, logo, and typography
Customize the default contract and invoice sections
Add images, portfolio samples, and visual layouts
Insert clickable links and calls-to-action
Save proposals as templates for quick reuse
📤 Sending Proposals
When your proposal is ready, you can:
📧 Send via Email – Deliver directly from TalleFlow to the client
🔗 Share a Link – Generate a secure, shareable document link
👥 Client Portal – Allow clients to view and sign their proposal securely
💡 Best Practices
Lead with value – Show benefits before listing features
Be clear and specific – Prevent misunderstandings by detailing scope
Show proof – Add testimonials or case studies to build trust
Keep branding consistent – A polished look creates confidence
Make next steps obvious – Include instructions for accepting the proposal